# Monthly Billing Checklist

Agent #76 | `dintel-backoffice-mgr` | Shared Reference

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## Pre-Billing (Month-End)

- [ ] Query Notion Tasks Dashboard for all tasks with `Billable` = checked for the billing month
- [ ] Verify `Client Code` is set on all billable tasks
- [ ] Verify `Effort (hrs)` is filled in for all billable tasks
- [ ] Flag any tasks missing billing fields -- notify Andrew

## Per-Client Invoice Generation

For each client with billable tasks:

- [ ] Aggregate hours by service module (A1-A6, T1-T7, G1-G4)
- [ ] Apply correct rate per module (reference: `06_PRICING-PACKAGES.md`)
- [ ] Calculate subtotals per line item
- [ ] Calculate 부가가치세(VAT) at 10%
- [ ] Calculate total (공급가액 + VAT)
- [ ] Generate invoice draft using `D.intelligence_Invoice_2026` template
- [ ] Mark draft with `[DRAFT - Awaiting Review]`
- [ ] Submit to Andrew for review

## Post-Approval

- [ ] Andrew approves invoice
- [ ] Send invoice to client
- [ ] Record in Google Sheets billing tracker
- [ ] Set payment due date (typically 30 days)
- [ ] Update Notion tasks: mark as billed

## Payment Tracking

- [ ] Monitor payment receipt by due date
- [ ] If overdue: flag for Andrew (do NOT contact client directly)
- [ ] Record payment date in Google Sheets
- [ ] Reconcile: match payment to invoice

## Monthly Close

- [ ] All clients invoiced
- [ ] All payments from previous month reconciled
- [ ] Monthly expense summary prepared
- [ ] Any outstanding items flagged for Andrew

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## Client-Specific Notes

| Client | Billing Cycle | Notes |
|--------|--------------|-------|
| JHR (조선호텔앤리조트) | Monthly | -- |
| JAM (제이미성형외과) | Monthly | -- |
| SLA (신라호텔) | Monthly | -- |
| OurDigital | Internal | Not invoiced externally |

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## Tax Calendar Reminders

| Item | Frequency | Deadline |
|------|-----------|----------|
| 세금계산서 발행 | Monthly | 익월 10일까지 |
| 부가가치세 신고 | Quarterly | 1/25, 4/25, 7/25, 10/25 |
| 원천징수 신고 | Monthly | 익월 10일까지 |
| 종합소득세 | Annual | 5/31 |
| 법인세 | Annual | 3/31 (법인) |

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## Document Templates Reference

| Document | Template File | Format |
|----------|--------------|--------|
| 세금계산서 (Tax Invoice) | `D.intelligence_Invoice_2026` | PDF + TXT |
| 용역계약서 (Service Contract) | `D.intelligence_Service_Contract_2026` | PDF + TXT |
| 비밀유지계약서 (NDA) | `D.intelligence_NDA_2026` | PDF + TXT |
| 근로계약서 (Employment Contract) | `D.intelligence_Job_Readiness_2026` | PDF + TXT |
| 광고대행 계약서 | `D.intelligence_Ad_Agency_Contract_2026` | PDF + TXT |

Template location: `/Users/ourdigital/Documents/D.intelligence Service Package/Source Files/문서 양식/`
