{
  "format": "thendoo-template/v1",
  "id": "month-end-close-freelancers",
  "name": "Month-end close",
  "locale": "en",
  "templates": [
    {
      "type": "project",
      "name": "Month-end close",
      "body": {
        "items": [
          {
            "title": "Send this month's invoices",
            "offset_days": 0,
            "checklist": [
              "List every client you worked for this month",
              "Hours or deliverables checked against the agreement",
              "Invoices sent with the payment terms on them"
            ],
            "notes": "Do this on the last working day, while the month is still fresh."
          },
          {
            "title": "Chase unpaid invoices",
            "offset_days": 1,
            "checklist": [
              "Unpaid invoices from earlier months listed",
              "One friendly reminder sent per client"
            ],
            "notes": null
          },
          {
            "title": "Match payments and file receipts",
            "offset_days": 2,
            "checklist": [
              "Bank payments matched to invoices",
              "Business expenses matched to receipts",
              "Missing receipts requested or noted"
            ],
            "notes": null
          },
          {
            "title": "Set money aside for tax",
            "offset_days": 3,
            "checklist": [
              "Income for the month totalled",
              "Tax share moved to a separate account"
            ],
            "notes": null
          },
          {
            "title": "Quick review of the month",
            "offset_days": 3,
            "checklist": [
              "Income compared with last month",
              "Subscriptions you no longer use canceled",
              "One thing to change next month written down"
            ],
            "notes": null
          }
        ],
        "body_md": null
      }
    }
  ],
  "habits": [],
  "categories": []
}