Get Quarterly Invoice Form Instructions

Completing the Quarterly Invoice Form is crucial for grant compliance and timely reimbursements. This guide provides detailed, step-by-step instructions to help you fill out the form accurately and submit it effectively.

Follow the steps to complete your Quarterly Invoice Form effectively

1. Click ‘Get Form’ button to obtain the form and open it in your selected interface.
2. Fill out the invoice cover template, ensuring you do not alter any budget categories or the template itself. Each invoice must be numbered sequentially starting from '1'.
3. Input the correct address for sending the payment check on the invoice cover sheet. If the address is incorrect, contact your grant administrator immediately.
4. Incorporate the Invoice Support Forms, both (a) and (b), into your submission. Form (a) should include detailed salary and benefits documentation, identifying each line item with the appropriate Cross Reference Number (CRN). Form (b) will capture associated costs and must also follow the CRN system.
5. Ensure all support documents are labeled with their corresponding CRN in the upper right-hand corner to facilitate processing.
6. Verify all figures and ensure that the totals on the support forms align with those on the invoice cover template.
7. Capture and attach any in-kind and cash match contributions using the Match Support Form for each contributor. Each contributor must sign this form.
8. Review your completed invoice and supporting documents thoroughly for accuracy. It is advisable to have a second person review them as well.
9. Submit three signed hard copies of the quarterly invoice (one original and two copies) along with one hard copy of the report to your designated grant administrator. Ensure they are postmarked within 30 days after the quarter's end.
10. After submission, consider saving a copy of the invoice for your records or any potential audits.

Complete your Quarterly Invoice Form online today to ensure timely processing and reimbursement.