(operations/numfocus)=
# NumFOCUS Invoicing

QuantEcon is fiscally sponsored by [NumFOCUS](https://numfocus.org/), and some contracts are
paid out of NumFOCUS's grant/fund accounts. Invoices
submitted to NumFOCUS must meet NumFOCUS's own compliance requirements — a missing or
mismatched field gets the invoice bounced back before it can be processed, which delays payment.

## Invoice template

Use the template below as a starting point for any invoice billed to NumFOCUS. It's a
compliance-focused layout — every labelled field maps directly to a NumFOCUS requirement, listed
in the Compliance requirements table below.

{download}`NumFOCUS invoice template <numfocus-invoice-template.pdf>`

## Compliance requirements

Each numbered field on the template must satisfy the corresponding requirement:

| # | Field | Requirement |
|---|---|---|
| 1 | Invoice # | Must be unique |
| 2 | Date | Required |
| 3 | Bill To | Must list NumFOCUS, Inc. |
| 4 | From | Legal name and contact must match the contract |
| 5 | Project | Must match contract documentation |
| 6 | Fund / Grant | Required on every invoice |
| 7 | Work Period | Must fall within the contract term |
| 8 | Currency | Must match the contract currency |
| 9 | Total | Must align with the contract type and not exceed the contract's not-to-exceed amount |
| 10 | Rate | Must match the contract's billing rate |
| 11 | Description | Must align with the contract's scope and deliverables |

```{tip}
Check the invoice against the contract before submitting — the Project, Fund / Grant, Work Period,
Currency, and Rate fields are the ones most often out of sync with what was actually agreed.
```

```{seealso}
For QuantEcon's own contractor payment workflow (timesheets and milestone invoices submitted via
GitHub), see {ref}`Contractors <operations/contractors>`. This page covers invoices billed
directly to NumFOCUS as fiscal sponsor, which is a separate process.
```