Checklist · PDF · 46 KB
Check a supplier bill against the agreement
Compare three supplier bills with the agreement, check the evidence and prepare a clear question about any difference.
An eight-page guide with four prompts, a worked example, an answer key and supplier email templates.
The first part is open below. The download adds: follow the evidence through to a useful question.
Free. The link shows here and lands in your inbox. Nothing else.
What's inside
- Gather the agreement, approved changes, invoices and credits.
- Compare three invoices and trace every finding to its source.
- Practise on fictional bills and check the answer key.
- Draft a supplier query and track the reply.
- Keep a record that makes next month easier.
Check what you agreed before querying the bill
A recurring invoice looks familiar. That does not tell you whether its prices, quantities and extra charges match the agreement. This guide helps you compare three bills, follow the credits and prepare a question you can support with the paperwork.
Start with one charge. Find its price, quantity and billing dates in the invoice. Find the matching terms in the agreement and any approved changes. Calculate both amounts. If you cannot find the approval for a difference, record the missing document before drawing a conclusion.
It accompanies Claude saved my bacon., the story of a drive sold as new with five years of recorded use. The separate practice kit contains the editable sheets and example files.
Still to come, in the download
- Follow the evidence through to a useful question
Free. The link shows here and lands in your inbox. Nothing else.
Who's behind it
Matt Hertel. An engineer who has also run the company. Built and sold apps solo. Fractional CTO in startups. Every Sunday, one job start to finish, in No Manual Yet.
Every Sunday, one job start to finish. Read No Manual Yet
It goes with this issue
More to take
- Supplier Bill Check: the practice kit
Try the bill check on fictional documents, then use the editable sheets to record your own supplier check.
- Rethink one process: the helper skill
Work through one chosen process with an AI assistant that asks for the missing facts before it proposes a change.
- Rethink one process
Find the back button in a job you do every week, then redesign that one moment and test the change.