Invoicing Procedure

Objective

This procedure outlines the correct steps for issuing invoices, ensuring consistency, accuracy, and compliance with the pricing structure. All invoices must follow the itemised pricing system to maintain transparency and correct financial tracking.

For a step-by-step video walkthrough of this process, please refer to this link: 📌 Invoicing Procedure Video

1. Invoice Creation Process

Step 1: Add Client

• Add CLients full name

• Add clients Address
• Add clients Email address.
  
  

Step 2: Select your branding theme

• Find your brading theme name and select this.

Step 3: Select the Correct Item Code

• Use the predefined item codes for all services as per the recommended pricing list.

• Do not create custom item codes.

• If an item code is missing, email wegotyou@theaccountingacademy.com.au to request a new code.
  
  

Step 3: Add your Participant Tracking Category

• Find your name in the tracking category field and select the correct one.

3. Branding and Invoice Details

• Ensure the invoice is issued under your own brand with your business details.

• Use the correct invoice tracking category (your brand name) for accurate reporting and tracking.

• Failure to do so will result in delays to payments.

4. Submitting Your Invoices

Step 1: Invoice to The Accounting Academy Services Pty Limited

• The student must prepare an invoice for 100% of the fee charged to their client.

• This invoice must be issued at the same time as the invoice to their client.

• Include the client name, and the invoice number of the client invoice
• Please make the invoice out to The Accounting Academy Services Pty Limited
• Address is: Suite 128/32 York St, Sydney NSW 2000

• Submission process:

  • Upload the invoice to the workpaper.

  • Send a copy to: 📩 ap@theaccountingacademy.com.au

• Only invoices that follow this process will be processed for payment.

5. Missing Items or Adjustments

• If a required item or service is not available in the pricing list:

  • Do not create a new code manually.

  • Email: wegotyou@theaccountingacademy.com.au to request a new item code.

  • Await confirmation before proceeding with the invoice.

6. Compliance & Questions

• Always refer to the pricing list to ensure accuracy.

• Invoices not following this procedure may be rejected or require resubmission.

• For any questions or clarifications, contact:

📩 wegotyou@theaccountingacademy.com.au