Creator payment handoff card
Original blank manual aid for one actual proposed arrangement. Keep unknown facts explicit.
Keep the agreement, accounting and provider records authoritative. This card only references those records. It does not create invoices, determine tax, send payments or connect accounts.
Keep your work before closing. There is no automatic saving, import or calculation. Copy your entries into your own working document. The CSV is a separate blank version and does not populate this page. Keep sensitive documents and credentials out of this card.
1. Agreement and work reference
actual parties/work/version
2. Invoice identity
number/version/reference; avoid duplicate fee records
3. Amount and currency
principal and actually agreed extras
4. Due event or date
actual accepted terms; no default split/timing
5. Payee/entity and authority
actual contracting/receiving party and verified private reference
6. Payer/payee country and case owner
actual jurisdictions/entity questions; not tax status from address
7. Route availability and verification
actual provider/account/currency route evidence
8. Payment instructions reference
private reference and owner; no bank numbers here
9. Fee and conversion treatment
actual agreement/quote; gross send vs recipient-get
10. Required-documentation decision
appropriate finance/tax owner; question or resolved status
11. Completed form private reference
reference/status only; never tax number or form contents
12. Provider or marketplace reference
actual transaction/order ID reference
13. Invoice/request state
exact label/date/source; not assumed transfer
14. Funding/transfer state
exact provider state/date/source
15. Escrow release if applicable
same order; release evidence or not applicable
16. Recipient receipt evidence
supported amount/currency/date/source or unresolved
17. Adjustments and remaining question
refund/partial/fees/mismatch; avoid invented completion
18. Next action and owner
resolve existing transaction before another payment; person/date