Invoices
Submit invoices after delivery proof and track review, returned, accepted, and history states.
Milestone invoice tracker
Roof Fasteners Invoice
Delivery proof is attached. Confirm invoice amount, tax details, and supporting files before submission.
Invoice dossier
Confirm the claim, evidence, review path, and payment boundary before the invoice moves.
Delivery proof is attached. Confirm invoice amount, tax details, and supporting files before submission.
inv-441
Mandeville School
Delivery note, site photos, and order reference attached
Contractor verification before status update
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 restricted supplier invoice file |
| Linked project | Keeps the invoice tied to the awarded project, delivery, or milestone record. | Mandeville School |
| Milestone / delivery | Shows the work, material delivery, or closeout event that supports the claim. | Roof fasteners delivery |
| Review state | Shows what the participant can do next without exposing restricted finance workflow. | Contractor verification before status update |
Invoice packet
Invoices inherit project, order, and delivery evidence so reviewers can validate the payment request.
Order reference
Delivery proof
Invoice file and tax summary
Supplier contact
Reviewer 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 note, site photos, and order reference attached
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
Invoices inherit project, order, and delivery evidence so reviewers can validate the payment request.
Roof fasteners invoice
Roof fasteners delivery
Mandeville School
Held inside the restricted supplier invoice file
Delivery note, site photos, and order reference attached
Contractor verification before status update