A client has a question about the bill
Interesting Concepts LLC · DueSparrow

A question about the work, amount or approval needs a conversation about that issue. Keep it separate from routine payment follow-up so a reminder does not ignore what the client has already told you.

[ ] Summarize the issue neutrally.
[ ] Mark the invoice Disputed.
[ ] Record the next action and review date.
[ ] Resolve amount changes in the source accounting records.
[ ] Update the balance and timing before resuming follow-up.

Working notes:

Prepared as a blank checklist. Your checked items and working notes stay with your copy.