Construction Invoice Template, Contractor Progress Invoice, Retainage, Payment Reminders, Word Google Docs PDF

Construction invoice for Word, Google Docs & PDF: progress billing against a schedule of values with retainage and deposit, plus payment reminder letters.

Progress invoices the way GCs and lenders expect them – with retainage

A construction invoice with a schedule of work, retainage and contract summary, plus a T&M invoice, deposit receipt and reminder letters.

WHO IT'S FOR
Remodelers and GCs billing in stages

SOUNDS FAMILIAR?
✕ A plain invoice gets bounced by the client's lender
✕ Retainage and the deposit credit are worked out by hand
✕ Late balances get a vague text instead of a letter

WHAT THIS PACK FIXES
✓ Work items with scheduled value, previous, this invoice, % complete
✓ Contract summary with change orders and retainage held
✓ Four escalating payment reminders plus a final demand

CONTRACTOR INVOICE TEMPLATE – WHAT YOU GET
• Contractor Invoice Template (.docx + .pdf): Logo box, company and client blocks, invoice / contract / application numbers; a 12-row schedule of values (scheduled value, previously billed, this invoice, % complete, balance to finish); an application block (completed to date, less retainage, less deposit, less previously paid, amount due) beside a contract summary (original contract, approved change orders, revised contract, retainage held, paid to date, balance to finish); how to pay with a late-fee line; notes; a contractor's certification; lien-waiver line.
• EXAMPLE - Contractor Progress Invoice (filled) (.docx + .pdf): Filled in as application #2 of 3 on the Rasmussen kitchen remodel: six schedule-of-values lines including two approved change orders (one billed, one held for the final application), 10% retainage, the 30% deposit credited, $4,456.69 due. Same job as the Contractor Proposal, Change Order Form and Lien Waiver examples (sold separately in our shop).
• Time & Materials Invoice (.docx + .pdf): For T&M jobs and change orders billed by the hour: labor by name / dates / hours / rate, materials and equipment with markup, tax on the materials portion, deposit applied, how to pay and the T&M terms line.
• Deposit Receipt (.docx + .pdf): One-page receipt for the deposit: amount, method, what it's applied to, cancellation wording, next steps and dates.
• Payment Reminder Letters (day 3, 10, 30 + final demand) (.docx + .pdf): Four letters that get firmer in order – friendly nudge, direct follow-up, formal notice with late charges, final demand by certified mail – plus the checks to make before you threaten a lien.
• START HERE PDF: what's in the download, how to open it in Excel / Google Sheets or Word / Google Docs, a quick start and tips

HOW TO ACCESS
Instant digital download – nothing ships. After checkout Etsy shows a Download button, and the files stay under Purchases & Reviews on etsy.com (downloads don't work in the Etsy app – use a browser). The download is a ZIP: extract it first (Windows: right-click → Extract All; Mac: double-click), then open the files in Excel or Google Sheets and Word or Google Docs. Set it up once on a laptop, then use it anywhere. Because it's a digital file, returns aren't possible – but if something doesn't open or you're stuck, message us and we'll sort it out.

GET THE WHOLE SET
This pack is part of the Everything Bundle – all 42 Trade Templates Co. packs for $199 – and the Contractor Office Bundle ($109). Search our shop for "bundle".

Questions before you buy? Message us – we answer within a day.

AI disclosure: these templates were built with the assistance of AI tools and reviewed, tested and edited by the seller.