Franchise invoice payment checklist for HVAC services

Use this checklist when an authorized payer is ready to pay an open franchise invoice. It confirms the intended invoice and balance, checks the provider handoff, returns to the invoice after checkout, and records the resulting payment status without assuming a successful provider response.

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Your review checklist

0 of 11 items reviewed

Invoice identity prevents a payer from starting checkout for another location or reporting period. This gives the next reviewer a clear handoff.

Suggested owner: Invoice payer

The payer should know which amount and status the checkout handoff is expected to represent. Keep that context for the next review.

Suggested owner: Invoice payer

Starting from the invoice keeps the provider handoff tied to the record the payer reviewed. Keep that context for the next review.

Suggested owner: Invoice payer

A final provider-page check catches an unexpected amount or missing invoice reference before the payment is submitted. This supports later review.

Suggested owner: Invoice payer

The payment step belongs to the provider flow and should finish before Granite status is evaluated. Keep that context for the next review.

Suggested owner: Invoice payer

Returning to the source record makes the provider response visible in the same context as the original balance. This supports later review.

Suggested owner: Invoice payer

Checkout completion alone does not establish that the invoice received the expected provider status. This gives the next reviewer a clear handoff.

Suggested owner: Invoice reviewer

A failed or delayed status needs a visible recovery path instead of being mistaken for a paid invoice. This supports later review.

Suggested owner: Billing reviewer

Keep this industry record with the invoice payment review so another person can trace the same evidence.

Suggested owner: Location owner

Keep this industry record with the invoice payment review so another person can trace the same evidence.

Suggested owner: Location owner

Keep this industry record with the invoice payment review so another person can trace the same evidence.

Suggested owner: Location owner

When the review is complete

Finish when the intended invoice, open balance, checkout reference, and returned provider status are visible together. If status remains uncertain, keep the invoice in follow-up with its owner and evidence rather than claiming payment completed. Keep this record with the related workspace for the next authorized reviewer.

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Continue in Granite

Granite's invoice checkout hands open-balance payment to Stripe Checkout and returns status to the invoice.

Open dashboard ↗Read the full process guide