Payment Evidence Checklist

BLANK WORKSHEET
PAYMENT EVIDENCE CHECKLIST
Review owner / date / invoice IDs: [details]
Recipient receipt evidence reference / actual status: [details]
Payer identity / receipt date / gross amount / currency: [details]
Remittance intention reference, if supplied: [reference]
Invoice ID | allocated cash | existing posting check | allocation evidence
[rows]
Separate credits / fees / refunds / unallocated amount: [references]
Reviewed remaining balance / precise settlement state: [details]
Unresolved difference / owner / next action: [details]
Billing update evidence: [reference]

FILLED EXAMPLE (fictional)
Fictional CHECK-R44: recipient evidence confirms R-44 USD 600 from expected payer. INV-441 receives USD 600 once after checking prior postings. Approved CR-44 USD 100 remains a separate credit. Remaining amount is reconciled before a billing-status update; a transfer promise alone would not pass this check.

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/templates/payment-evidence-checklist
Reviewed: 2026-10-02