Progress Valuation Approval Checklist

BLANK WORKSHEET
PROGRESS VALUATION APPROVAL
Project / agreement version / snapshot: [details]
Reviewed scope and subtotal basis: [details]
Measurement method / required evidence: [details]
Claimed percentage / accepted deliverables: [details]
Queried or changed work / owner / resolution: [details]
Authorized reviewer / actual accepted percentage / conditions: [details]
Approval evidence and date: [reference]
Billing handover inputs / separate prior-bill review: [details]
Retention / advance / tax / certification references: [details]

FILLED EXAMPLE (fictional)
Fictional APPROVAL-P55 reviews the same USD 20,000 scope and accepted deliverable evidence at the snapshot. Actual decision records 60% cumulative completion, with any conditions visible. Billing owner receives the approved inputs and checks prior USD 8,000 bills and separate adjustments before release.

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/progress-valuation-approval-checklist
Reviewed: 2026-10-02