Invoice example · Main contracting
A 6-page construction progress invoice: application summary, schedule of values, work this period, variations, retention and payment terms.
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Invoice: interim valuation
All 6 pages of the document. Click any page to bring it forward or open it full-screen.
At a glance
Invoice
Main contracting
6
$329,229.00
This example is the monthly interim invoice a main contractor sends the owner of a new dental clinic under construction in Austin, Texas. It is payment application No. 4 on a lump-sum contract: it bills only the work done in October, holds back 10% retention, and shows exactly where the contract stands after the payment.
Construction clients, their architects and their lenders all check an interim invoice against the contract, so the first page opens with the job, the period and the terms, followed by an application summary that runs from the original contract sum, through the variations and the work completed to date, to the retention, the previous payments and the payment due now. The valuation breakdown sets every contract line beside what was billed before, what is billed this month and the percentage complete. The line items carry the retention, the approved variations are listed with their dates, and a progress page records this month's work and inspections. The last page covers how to pay, the Texas prompt payment and retention rules, lien waivers and the certifications.
Main contractors, builders and subcontractors who bill clients each month against a contract breakdown, with retention and variations.
Inside and how to use it
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Invoices, estimates, agreements, purchase orders and more, each shown page by page.
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