Progress Billing & Invoicing Process for Carpentry
The Progress Billing & Invoicing Process workflow helps carpentry contractors manage client payments tied to project progress. It covers verifying completed tasks, preparing invoices, securing approvals, and reconciling against budgets. Managers ensure invoices are accurate, timely, and contract-compliant. By following this workflow, carpentry companies reduce disputes, protect profitability, and improve efficiency. Clients benefit from transparent billing that reflects real progress. Teams gain accountability through documented approvals. With this workflow in place, carpentry contractors can strengthen professionalism, improve financial stability, and deliver projects more reliably with consistent cash flow management.
14 tasks
Review contract billing terms (schedule of values, milestones, or % complete)
Confirm current work progress with field team or site walk
Calculate percent complete for each line item or milestone
Draft the billing application or invoice with updated totals
Include approved change orders and any required documentation
Apply retainage according to contract terms
Attach backup documentation (photos, timecards, material receipts, etc.)
Review draft billing with project manager or leadership
Submit invoice or pay app to client or GC by required date
Confirm receipt and follow up on approval status
Track invoice aging and update accounts receivable records
Log payment once received and update job cost tracking
File billing documents and confirmations in project records
Communicate payment status with internal team
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