Invoice Processing Checklist

Some districts use an invoice processing checklist, a tool that can help organize and expedite invoice processing. The checklist is a summary of invoice details that will be kept in the project record. As you move from initial review to technical review, you will add information to the checklist from the invoice, AMS Advantage, and the encumbrance form.

Click here for a printable checklist.

1. Enter the task order information in these fields:
   • Task Order Balance – balance remaining on the task order
   • Expiration – the task order expiration date
2. Enter the summary invoice information in these fields:
   • Date of Invoice
   • Period (billing period)
   • Invoice Total
3. Enter the WBS code(s) onto the checklist.