Worksheet
Coworking month-end billing checklist
A month-end run sheet. It covers seat changes since the last invoice, room hours used against each plan’s credits, deposits held and refunded, contracts ending inside 90 days, and outstanding invoices by age. The gaps in your process will show.
Name: ______________________ Business: ______________________ Date: ______________
Use the sheet to agree the next action
Start with one example from your own work. Mark anything you cannot verify, name the person who can confirm it and record the next action before adding more rows. Use fictional or redacted details when sharing the sheet outside your team.
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “Coworking Billing, Meeting-Room Credits and the Numbers to Watch”, www.gullysystem.com/blog/coworking-billing-software-room-credits-and-reporting