Retention Release Approval Record

BLANK WORKSHEET
RETENTION RELEASE APPROVAL
Project / agreement version / proposed release reference: [details]
Actual release trigger / required authority / evidence: [references]
Related deduction history / available unreleased balance: [details]
Proposed amount / currency / scope: [details]
Open conditions / evidence gaps / owner: [details]
Actual decision / approved amount / conditions / date: [details]
Authorized reviewer / decision evidence: [details]
Billing treatment / reconciliation handover: [references]
Separate cash receipt status / evidence: [details]

FILLED EXAMPLE (fictional)
Fictional PROPOSAL-66 seeks USD 200 release. Reviewer checks actual agreement trigger, evidence and unreleased balance; decision REL-66 retains approved amount and conditions. Billing owner reconciles the approved movement. The decision record makes no statement that cash has been received or that a formal certificate has been issued.

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/retention-release-approval-record
Reviewed: 2026-10-02