What to include in a contractor invoice
- License number and job site. Your contractor license number and the job-site address, which owners, lenders and title companies often check before they release payment on a construction job.
- Contract sum and draw number. The original contract amount, the total billed to date and which draw this is, so the owner can see progress against the whole job.
- Work completed this period. The stage or percentage finished on each part of the job since the last invoice, matched to the schedule of values the owner signed.
- Retainage held. The amount the owner is holding back on this draw and the running total held, so the final invoice releases the correct balance.
- Approved change orders. Each signed change order with its number, description and price, kept apart from the base contract so extras are not argued about at the end.
- Materials and equipment rental. Lumber, concrete, fixtures and rented equipment shown apart from labor, since many states tax construction materials differently from the work itself.
- Lien waiver with the draw. A note of the conditional lien waiver sent with this payment request, because many owners and lenders will not release funds without one.
- Payment terms and due date. When the draw is due and how to pay, written out, because contractor invoices often pass through an owner, a lender and an accounts desk.





