Invoices
Prepare contractor milestone invoices, attach progress evidence, and track review status.
Milestone invoice tracker
Santa Cruz Milestone 1
Draft invoice for mobilization and first roof works evidence package tied to Santa Cruz Market Repairs.
Invoice dossier
Confirm the claim, evidence, review path, and payment boundary before the invoice moves.
Draft invoice for mobilization and first roof works evidence package tied to Santa Cruz Market Repairs.
inv-bcj-scm-m1-001
Santa Cruz Market Repairs
Pre-work photos, site report, inspection note
Attach evidence packet
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.
Draft
| 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. | Santa Cruz Market Repairs |
| Milestone / delivery | Shows the work, material delivery, or closeout event that supports the claim. | Milestone 1 mobilization and early works |
| Review state | Shows what the participant can do next without exposing restricted finance workflow. | Attach evidence packet |
Invoice packet
The milestone invoice must carry progress evidence, inspection status, and project references before review.
Milestone claim
Progress photos
Site report
Inspection confirmation
Supplier delivery context
Review path
Register supports contractor submission and status tracking. Payment approval, release authority, and restricted finance notes remain permissioned outside this view.
Packet prepared
Invoice record, linked project/order, and claimant context are present.
Evidence attached
Pre-work photos, site report, inspection note
Human verification
Reviewer checks evidence, order references, delivery proof, and inspection status.
Status visible
Register shows participant-facing invoice status; restricted finance operations stay outside this portal
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
Invoice packet
The milestone invoice must carry progress evidence, inspection status, and project references before review.
Review boundary
Register supports contractor submission and status tracking. Payment approval, release authority, and restricted finance notes remain permissioned outside this view.
Santa Cruz Market Repairs
Milestone 1 mobilization and early works
Pre-work photos, site report, inspection note
Required before payment review
Roofing materials delivery due June 25, 2026
Attach evidence packet