How to Check Invoices Against Accepted Quotes

BLANK WORKSHEET
ACCEPTED QUOTE TO DRAFT REVIEW
Accepted quote / version / actual evidence / conditions: [details]
Same-scope and before-tax basis confirmed: [check]
Approved addition and reduction references: [details]
Draft lines matched to authority / held work: [details]
Expected amount / draft amount / signed variance: [amounts]
Explanation and approved resolution: [details]
Final draft version / release reviewer: [details]

FILLED EXAMPLE (fictional)
Fictional Q-55 v2 is accepted at USD 5,000. Approved changes +500 and -200 give expected 5,300. DRAFT-551 at 5,400 is held for a +100 review; a matching total would still require scope and line evidence. Accepted baseline and change records remain separate.

BEFORE USE
Replace every bracketed field. Examples are illustrative. Confirm your agreement, local invoice requirements, and applicable tax treatment separately. This download does not send an invoice or update a billing record.

Source page: https://www.getinvoiceagent.com/guides/check-invoices-against-accepted-quotes
Reviewed: 2026-10-02