Get Invoice Review Checklist Template
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How to use or fill out the Invoice Review Checklist Template online
Filling out the Invoice Review Checklist Template is an essential process for ensuring that invoices meet compliance requirements. This guide provides clear and detailed instructions to help you seamlessly navigate the checklist online.
Follow the steps to complete the Invoice Review Checklist Template effectively.
- Press the ‘Get Form’ button to access the Invoice Review Checklist Template and open it in your preferred online editor.
- Complete the Invoice Cover Sheet (Part II) by entering the Agency/Artist Name & Address, the Date Invoice is Submitted, Invoice Number, Contract Number, and Program Name. Also, indicate the To/From Date for the period covered in this invoice. The template will automatically calculate the total cost incurred, so do not enter anything in that field. Enter the payment received and the net amount requested as per the contract disbursement schedule.
- In the Detailed Listing of Expenditures (Part III), begin by entering the Contractor Name and Check Number for contractual artist fees/services. Attach copies of the canceled check or bank statement and, when applicable, the contractor's contract and timesheet. For all other expenditures related to production management or rentals, enter the vendor name and check number, then attach corresponding documentation, such as the canceled check, bank statement, credit card statement, original invoice, or receipt, along with any applicable contractor contracts or timesheets.
- For the Cash Match & In-Kind section (which is not required), identify any matching City dollars with cash and additionally note where in-kind contributions are provided. Describe the in-kind contributions in the designated area at the end of the invoice template.
- Lastly, ensure that no sales tax has been included in your request, as this will impact the processing of your invoice.
Complete your Invoice Review Checklist Template online to ensure timely processing of your invoices.
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The preferred method for verifying invoices is by email. Simply, your account manager sends an email to the accounts payable representative at your customer and gets the needed information. Since email doesn't always provide quick results, invoices can also be verified by phone.
Fill Invoice Review Checklist Template
Below is a checklist to ensure your payment will be processed quickly. Provide this to the best person in your company for ensuring invoice quality control. Fillable Invoice Review Checklist. ALL INVOICES: Should be scrutinized in conjunction with the Invoice Entry Proof List. Confirm: Vendor Name,. Contract Number: Order Number: Contractor: Invoice Number: Invoice Date:______ Dollar Amount:______. Please use the Subaward Invoice Checklist to determine If an Invoice Is ready to be signed and submitted for payment. Reviewer: Project Name: Consultant: Project No.: Date Received: Invoice No.: Date Reviewed: Date to CM: 1. Are the following Direct Expenses charged correctly? Invoice Review Checklist.
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