Creator Invoice Readiness

Core Workflow

1. Identify sponsor or customer, campaign, deliverables, invoice trigger, payment terms, amount source, usage add-ons, PO/vendor requirements, tax forms, approval owner, and accounting handoff path.
2. Check whether deliverables are complete, approved, linked, and matched to the invoice requirement.
3. Separate confirmed fields, assumptions, missing data, blockers, and review needs.
4. Flag contract, tax, accounting, payment, dispute, usage-rights, and sponsor approval questions.
5. Draft a readiness checklist and handoff note for review.
6. Keep invoice, accounting, CRM, payment, and banking tools read-only unless the user approves a specific action.

Safety Rules