TEXAS NOTICE TRACKER · ORIGINAL OFFICE CHECKLISTInvoice payment-packet checklist
Make the requested balance traceable.
Project: ________________________ Reviewed by: ________________________
Date: ________________________ Next review: ________________________
Billing and amounts
- Invoice number, issue date and payment terms recorded.
- Actual work month preserved.
- Contract value, approved changes and current billing reconciled.
- Retainage, credits, prior unpaid billing and receipts shown separately.
Supporting records
- Daily reports, delivery records or measured progress support the amount.
- Stored materials and installed work are not counted twice.
- Unapproved changes and disputed charges remain distinguishable.
- Company and customer details checked on the invoice preview.
Submission and follow-up
- Final submitted version and attachments preserved.
- Recipient, submission date and receipt confirmation recorded.
- Next collection action assigned.
- Separate notice/deadline review remains open where needed.