Invoices

Submit invoices after delivery proof and track review, returned, accepted, and history states.

Under review
Invoices
View delivery proof

Milestone invoice tracker

PVC Fittings Invoice

Invoice is under review after accepted delivery proof for Clarendon Clinic.


Sections

OverviewAmount basisEvidenceReview pathPayment boundaryDocumentsReview pathFacts

Invoice dossier

Confirm the claim, evidence, review path, and payment boundary before the invoice moves.

Invoice is under review after accepted delivery proof for Clarendon Clinic.

Under review
Invoice

inv-436

Linked record

Clarendon Clinic Water and Access Repairs

Evidence

Progress evidence, delivery proof, and inspection records are required before payment review

Next state

Proof accepted; invoice amount and order reference being checked

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.

Current status

Under review

FieldWhat it confirmsSignal
Invoice valueVisible only when the participant is allowed to see the amount or approved planning signal.Held inside the permissioned invoice file
Linked projectKeeps the invoice tied to the awarded project, delivery, or milestone record.Clarendon Clinic Water and Access Repairs
Milestone / deliveryShows the work, material delivery, or closeout event that supports the claim.PVC fittings delivery
Review stateShows what the participant can do next without exposing restricted finance workflow.Proof accepted; invoice amount and order reference being checked

Evidence packet

The invoice packet should carry all records needed to understand the claim, evidence, review state, and linked project or order.

1

Milestone claim or order reference

2

Progress evidence or delivery proof

3

Inspection or receipt confirmation

4

Invoice file and tax summary

5

Reviewer status

6

Returned reason if correction is needed

Review path

This invoice shows the supplier-facing status only. Restricted finance operations stay outside Register.

1

Packet prepared

Ready

Invoice record, linked project/order, and claimant context are present.

2

Evidence attached

Attached

Progress evidence, delivery proof, and inspection records are required before payment review

3

Human verification

Active

Reviewer checks evidence, order references, delivery proof, and inspection status.

4

Status visible

Open

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.

1

Human reviewer confirms evidence and linked records.

2

AI may summarize missing evidence but cannot approve or release payment.

3

Restricted finance operations stay outside Register.

4

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.

1

Invoice file

2

Delivery proof or progress photos

3

Inspection note

4

Order or milestone reference

5

Tax summary where applicable

6

Returned correction note if needed

Review path

This invoice shows the supplier-facing status only. Restricted finance operations stay outside Register.

Order reference
Accepted delivery proof
Invoice file
Contractor verification
Closed status after acceptance
Invoice

PVC fittings invoice

Linked delivery

PVC fittings delivery

Linked order

PVC fittings order

Project

Clarendon Clinic Water and Access Repairs

Status

Under contractor verification; no supplier action pending

Review note

Proof accepted; invoice amount and order reference being checked