Final invoices with Claude: reconcile contract, invoices and payments
Final invoices with Claude: reconcile contract, invoices and payments. Method, fictional example and checks against the French project record.
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Prepare a final invoice with Claude →
Closing requires two reconciliations: contract against billing, then billing against payments. The pack prepares the final document from the final value and history. Verify accepted amendments and included credit notes. A negative difference between contract and invoices may indicate overbilling; it does not prove overpayment if the customer has not paid. A closing clause must not conceal unpaid balances or unresolved contractual matters.
Prepare the project inputs
Supported final amount, accepted amendments, invoices, credit notes and identified payments. Keep reference copies and identify their versions. Missing inputs must remain visible before generation.
Fictional example to check
Fictional example excluding tax: final value €12,000, previously billed €9,000, received €8,000. The final invoice is €3,000. After issue, €4,000 remains collectible, including €1,000 from an earlier invoice. These amounts need different labels.
Review before use
Repeat the reconciliation and check references, credits and VAT. Determine appropriate accounting treatment for corrections before issue. Generated Word is neither payment evidence nor validation of the applicable electronic process.
Official reference for the French context : Service Public Entreprendre — mentions des factures.
Continue with the related guide : Complementary method.