Invoices
Prepare contractor milestone invoices, attach progress evidence, and track review status.
Milestone invoice tracker
Clarendon Clinic Closeout
Final invoice approved after delivery proof and inspection signoff.
Invoice dossier
Confirm the claim, evidence, review path, and payment boundary before the invoice moves.
Final invoice approved after delivery proof and inspection signoff.
inv-bcj-ccr-final
Clarendon Clinic Water and Access Repairs
Delivery proof, inspection signoff, and clinic handoff attached
Closed status is visible in Register
Amount and claim basis
Invoice value, delivery basis, and milestone context stay close together so the participant can understand what is being reviewed without exposing restricted finance operations.
Approved
| Field | What it confirms | Signal |
|---|---|---|
| Invoice value | Visible only when the participant is allowed to see the amount or approved planning signal. | Held inside the permissioned invoice file |
| Linked project | Keeps the invoice tied to the awarded project, delivery, or milestone record. | Clarendon Clinic Water and Access Repairs |
| Milestone / delivery | Shows the work, material delivery, or closeout event that supports the claim. | Delivery or milestone evidence confirmed in invoice packet |
| Review state | Shows what the participant can do next without exposing restricted finance workflow. | Closed status is visible in Register |
Closeout packet
The approved invoice remains connected to the completed project so future bids can use it as performance context.
Final claim
Inspection signoff
Delivery proof
Clinic handoff
Payment schedule status
Review path
The visible review path shows participant-facing progress only. Approval, release, rejection, and payment execution remain human-governed workflows.
Packet prepared
Invoice record, linked project/order, and claimant context are present.
Evidence attached
Delivery proof, inspection signoff, and clinic handoff attached
Human verification
Reviewer checks evidence, order references, delivery proof, and inspection status.
Status visible
Register shows status and schedule only, not restricted finance operations
Payment boundary
Register can show invoice status, supporting records, returned reasons, and payment schedule signals. It does not expose restricted finance approvals or release controls to external participants.
Human reviewer confirms evidence and linked records.
AI may summarize missing evidence but cannot approve or release payment.
Restricted finance operations stay outside Register.
Participant-facing status updates remain visible after review.
Documents and source records
Documents attached to the invoice should be readable in the Documents workspace and remain linked back to the same project, delivery, order, or milestone record.
Invoice file
Delivery proof or progress photos
Inspection note
Order or milestone reference
Tax summary where applicable
Returned correction note if needed
Closeout packet
The approved invoice remains connected to the completed project so future bids can use it as performance context.
Clarendon Clinic closeout
Clarendon Clinic Water and Access Repairs
Accepted with contractor-facing status visible
Delivery proof, inspection signoff, and clinic handoff attached
Register shows status and schedule only, not restricted finance operations