Invoice Standards Policy Generator

Create invoice standards policy language and a vendor checklist for AP compliance.

This tool is educational and operational. It is not legal, engineering, or financial advice.

Processed in-browser. Nothing is stored.

Inputs

Company name

Effective date

AP intake email or portal

Standard payment terms

Purchase order requirement

Required invoice fields

Invoice numberPurchase order numberService period datesLine-item descriptions and quantitiesUnit rates and extended totalsRemit-to address and payment detailsTax ID and legal entityContract or statement of work reference

Supporting documentation

Receipts for pass-through chargesSigned timesheets or work logsProof of delivery or acceptanceCurrent W-9 or tax form

Late submission cutoff days

Dispute response days

Dispute contact role

Outputs

Generate outputs to view policy drafts.

How to use

Confirm AP intake, payment terms, and purchase order requirements.
Select required invoice fields and supporting documentation.
Generate the policy and vendor checklist, then copy or download.

What results mean

The policy text defines invoice standards for AP and Procurement. The vendor checklist is a ready-to-send list that reduces rework and speeds up approvals.

Common pitfalls

Leaving key fields optional, which increases manual follow-up.
Using a submission inbox that is not monitored daily.
Changing standards without giving vendors time to adapt.

Related resources

No PO No Pay Policy GeneratorView

Invoice Variance Cost Leak CalculatorView

Pass-Through Markup CheckerView

Invoice Integrity PlaybookView

Change log

v1.0 (2026-01): Latest release