Maverick Performance Solutions

Opening training…

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Playbook · 30 min

Progress invoice (house method)

SOV percent-complete in by the 25th; issue last business day of month.

  1. 01
    Clone the branded DOCX

    Never generate from scratch. String-replace customer, project, SOV amount.

  2. 02
    Lump sum + Due Upon Completion

    No hours, kits, unit prices, or Net 30.

  3. 03
    PDF ≥ 250 KB

    Under 50 KB means the template did not render. Rebuild.

  4. 04
    File

    Project Billing folder plus the invoices library. Update SOV tracker.

  5. 05
    Waiver

    Partial Conditional before cashing. Final Unconditional only after funds clear.

Never

  • Zoho Books.
  • Net 30 as a courtesy.
  • Show a cost breakout because AP asked nicely.

Escalate if

  • Contract requires different terms — surface to Eric before changing.

Lessons: M06.02M01.05