Worksheet

Plan-to-invoice worksheet

A worksheet that traces one member from plan to monthly invoice: seats, included room hours, extra hours used, mid-month changes, tax and deposit. Fill it in for three real members from your own floor to see exactly where your current Excel invoicing goes wrong each month.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Coworking Space Business”, www.gullysystem.com/blog/how-to-automate-a-coworking-space-business