Get Invoice Approval For Contract/purchase Order - Hud - Portal Hud

Filling out the Invoice Approval for Contract/Purchase Order form accurately is essential for ensuring proper processing and approval of invoices. This guide provides step-by-step instructions on how to complete this form online, making the process clear and manageable for all users.

Follow the steps to fill out your invoice approval form correctly.

1. Press the ‘Get Form’ button to obtain the form and open it for editing.
2. Fill in the top section of the form with the following details: the recipient's name (OCFO Fort Worth Accounting Center), date (in mm/dd/yyyy format), and the name of the accounting point of contact (Attention). Include your name and title as the approver in the From section.
3. In Part B, start with entering the 'Invoice Number'. This is a critical identifier for tracking the invoice.
4. Enter the optional 'Date Invoice Received', providing context for the timeline of the invoice processing.
5. Complete the 'Funding Information' section. Enter the 'Document Number' consisting of 11 characters (5a) and the 'Line Numbers' consisting of 3 characters (5b).
6. Fill in the 'Date Goods/Services Delivered' and 'Date Goods/Services Accepted' fields (6 and 7), ensuring both dates are in the mm/dd/yyyy format.
7. In the next field, check the box for 'Discount' if applicable (3).
8. Record the 'Contract Number', 'P.O. Number', or 'Training Requisition Number' in the corresponding field (4).
9. Indicate the 'Amount Approved for Payment' in the designated area (8), making sure to double-check for accuracy.
10. If there is a dispute with the invoice, enter the 'Date Vendor Notified of Disputed Invoice' (9), and choose whether the invoice is 'Approved for Payment' or 'Disapproved for Payment'.
11. If disapproved, ensure to complete the additional instructions provided on the form regarding invoice disputes, including the need to notify the vendor as specified.
12. Finally, sign and print your name in the 'Signature of GTR/Approving Official' section, also checking relevant boxes for Partial or Final Payment if applicable.
13. Complete Part C as needed if you are a Contract Specialist, following the same structured approach for signatures and dates.
14. Once all information is complete, save changes to the document. You can then download, print, or share the completed form as needed.

Start completing your Invoice Approval document online today!