Get Contractor Invoice Tracker Form

The Contractor Invoice Tracker Form is a vital tool for managing invoices from vendors and independent contractors. This guide will walk you through each section of the form to ensure accurate and efficient submission.

Follow the steps to complete the Contractor Invoice Tracker Form online.

1. Press the ‘Get Form’ button to access the Contractor Invoice Tracker Form and open it for editing.
2. Begin by filling in the participant's name and participant ID number. This information identifies you within the tracking system.
3. Enter the vendor or independent contractor’s name along with their CDC+ provider ID number. This helps in referencing specific service providers.
4. Input the complete mailing address, including city, state, and zip code of the vendor or contractor for future correspondence.
5. Record the date on which you received the invoice, followed by the date of the invoice itself. This allows for chronological tracking of services rendered.
6. Include the invoice number for your records and for cross-referencing with the vendor or independent contractor.
7. Indicate the year and month of service. This is essential for tracking service periods accurately.
8. Specify the first and last day of service to show the duration of the service provided.
9. Fill in the service code and the corresponding plan section to categorize the type of service rendered.
10. Indicate whether this is an EBU (Educational Benefit Unit) service by selecting ‘Yes’ or ‘No’.
11. Input the number of hours or units of service provided, which is crucial for understanding the extent of services rendered.
12. Provide the total invoice or payment amount to summarize the financial aspect of the service.
13. Note how the invoice was submitted and provide any tracking number associated with that submission for reference.
14. Document the date the invoice was submitted and the initials of the person responsible for submission.
15. Enter the date on which the check or electronic funds transfer (EFT) copy was received.
16. If applicable, fill in the check number issued for the payment.
17. Finally, specify the date that the check or EFT was sent to the vendor or contractor.
18. After ensuring all information is correct, you may save your changes, download the form, print it, or share it as needed.

Complete your Contractor Invoice Tracker Form online today to streamline your invoice management.