Free printable workflow checklist
Keep the handoffs in hand.
Carry the agreed scope, billing choices and work records all the way to the first invoice.
Free to use. No email required.
A clear path to billing.
- 01Accepted scopeKeep the agreed version✓
- 02Project setupReview phases and billing methods✓
- 03Work recordsTime, progress and prior invoices✓
- 04First invoiceReview, issue and retain→
A manual review checklist · Assign an owner to each handoff
Printable HTML · Free · No email required
A clear next step at every handoff.
Project and owner fields · Review checklist · Open items · Print or save as PDF
Keep these three records close.
The handoff details.
1. Retain the accepted scope
Confirm the client, project title, fee basis and accepted version. Record remaining decisions before work starts.
2. Configure the project
Create the project record, then review and configure phases, billing methods and relevant tasks. In Rizqo, a prefilled project still needs this setup.
3. Record the work and review billing
Keep dates, descriptions, rates and billable status with time entries. Set cumulative progress for fixed-fee phases and confirm what has already been invoiced.
4. Review, issue and retain the invoice
Check current fixed and hourly amounts, client details and terms against the agreement. Retain the issued invoice and record payment when received.
How do I use the downloaded checklist?
Open the self-contained HTML file locally in a browser. Complete the project, owner and unresolved-item fields, then print or save as PDF.