Construction Invoice Approval Checklist
Progress billings, holdback and retainage, compliance documents and job-cost coding, verified before any construction invoice is approved.
• Automate faster • Collaborate better
• Pay with confidence
A generic AP checklist asks whether the invoice is approved. A construction invoice needs six harder questions first: is it inside the committed value, are the billed change orders actually approved, does the progress-billing math reconcile, is holdback or retainage withheld correctly, are the lien waivers and insurance certs current, and is every line coded to the right job and cost code?
This checklist runs those questions in order, with Canadian holdback and US retainage sections clearly separated, and stops the invoice at the first failure.
IN THIS TEMPLATE
Commitment verification before anything else: contract, change orders, committed value
Progress-billing verification: schedule-of-values math, cumulative billed, percent complete
Holdback (Canada) and retainage (United States) sections, jurisdiction-marked
Compliance documents current before payment, while the leverage still exists
Job-cost coding checks and a per-invoice sign-off record
FAST FACTS
6 verification stages, run in order
CA / US holdback and retainage sections, clearly separated
1 per-invoice sign-off, so every payment gets a paper trail
Stop the bad invoice at the first failed check. Complete the form and we’ll send the PDF.
