Repeat-client billing · manual review
Repeat-customer invoice exposure review
Review unpaid invoices, confirmed unbilled work and planned work separately for repeat customers, using your own internal review ceiling.
Try the invoice tool now ↗The existing invoice tool is separate. Start without signing in; free output has branding and usage limits. This review is not a new automatic billing, bank-sync or membership feature.
What decision does this help with?
Keep three buckets separate. Current exposure is entered unpaid invoices plus confirmed unbilled work. Projected exposure adds planned work. Compare that projection with your manually chosen internal review ceiling. The ceiling is a review trigger, not an approved credit limit or permission to stop work. Use this before accepting the next weekly visit for a client who already owes you money.
Start with filled fictional records
Use internal codes instead of personal or bank details. Entries are reviewed locally in this page and are not uploaded, saved to an account or written into a draft. Keep a separate copy before leaving.
Fictional worked case · not customer evidence
Expected result and how to read it
CLIENT-A has AUD 1,700 current exposure and AUD 4,200 projected exposure, AUD 200 above its entered ceiling. CLIENT-B has AUD 800 current and AUD 1,500 projected, AUD 500 below its ceiling. Planned work is not an issued invoice; do not add it to a payment reminder as money already owed.
Before using the result
- Choose a review date and source scope where requested. Preserve original invoices and agreements; a pasted row is not evidence by itself.
- Use one consistent currency, unit and amount basis. Correct a source conflict before copying a result to another record.
- Read every flagged or excluded record. A blank record is not assumed to be a verified zero. Editing inputs clears the prior result and disables its download.
- Download the review for your own working papers if useful. The CSV is a manual review file, not an invoice or an accounting-system import format.
Use one row per customer and AUD only. Enter verified balances without double-counting the same work in unpaid and unbilled buckets. The page cannot check a contract, set a safe credit limit, verify approval or connect to your account. Missing source records cannot be treated as zero.
Prepare only verified new work
Resolve differences in your original records first. Open the existing invoice tool only when the next charge has been independently checked. Re-invoicing an already issued balance would duplicate the request for payment.
Try the invoice tool now ↗Questions before acting
Does a match prove payment, approval or a valid invoice?
No. The result compares only entered facts under the displayed method. Verify original records and any agreement before taking action. It creates no invoice, receipt, approval or new right to charge.
Can I use this for regular customer reviews?
Use one row per customer and AUD only. Enter verified balances without double-counting the same work in unpaid and unbilled buckets. The page cannot check a contract, set a safe credit limit, verify approval or connect to your account. Missing source records cannot be treated as zero.
Source and independent method
The source below provides context for the workflow. The worked examples and comparison method on this page are independent manual aids, not a source-endorsed feature or a claim about another product’s current capabilities.
Reviewed 18 October 2026. A manual review file is not an invoice or a receipt.