Invoice Processing Checklist

Stop duplicate payments and late fees with one repeatable flow.

Checklist steps

  1. Receive and log the invoice

    Single inbox. Record date received.

  2. Check for duplicates

    Match supplier, number and amount.

  3. Three-way match

    Invoice against purchase order and goods received note.

  4. Verify details

    Supplier bank details unchanged, tax numbers correct.

  5. Code to the right account

    Correct cost centre, project and tax code.

  6. Route for approval

    Follow the authority matrix. No self-approval.

  7. Schedule payment and file

    Pay to terms. Archive with the approval trail.

Frequently asked questions

How long does this take?

Around 60 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.