Unpaid invoice evidence checklist
Documents and facts worth gathering so an unpaid invoice file is easy to follow.
- Invoice PDF or scan (number, date, amount, due date).
- Underlying agreement: contract, PO, email accepting a quote.
- Proof work was done or goods delivered (sign-off, delivery note, completion email).
- Bank or accounting export showing the unpaid balance.
- Every chase email or letter — label by date.
- Any reply that disputes the invoice or promises payment.
In CaseFirst, add each item on Evidence with a clear title, and mirror key dates on the Timeline. See also organise an unpaid invoice dispute.
Remember:
This is organisational help only — not advice on debt recovery or court procedure.