Microsoft Word Template - Subcontract Invoice - Lien Waivers

Lien law varies considerably based on the project's location, the trades performed, commercial versus government work, and whether the project is bonded or not. Thus, the default lien waiver templates are samples and should be reviewed by legal counsel prior to use.

Default Template

Conditional - Progress

Default Word Document: SubcontractInv-LienWaiver-CondProgress.dot
Upload Feature Category: Subcontract Invoice - Lien Waiver - Conditional Progress

Unconditional - Progress

Default Word Document: SubcontractInv-LienWaiver-UncondProgress.dot
Upload Feature Category: Subcontract Invoice - Lien Waiver - Unconditional Progress

Conditional - Final

Default Word Document: SubcontractInv-LienWaiver-CondFinal.dot
Upload Feature Category: Subcontract Invoice - Lien Waiver - Conditional Final

Unconditional - Final

Default Word Document: SubcontractInv-LienWaiver-UncondFinal.dot
Upload Feature Category: Subcontract Invoice - Lien Waiver - Unconditional Final


Important Things To Know Regarding Bookmarks and Mail Merge Fields

  • All Bookmarks and Mail Merge Fields are optional.
  • Bookmarks can be repeated with no limit on the number of times. Examples:
    • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
    • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX

Bookmarks - General Project Information

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax

Bookmarks - Project Bid Date, Plan Room Info, Estimated Dates, and Stakeholders

  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress

Bookmarks and Mail Merge Table Options - Project Classifications

Click here for options.


Bookmarks - Prime Contract - Number, Type, Subject, and Scope

  • PrimeContractNumber
  • PrimeContractType
  • PrimeContractWorkSubject
  • PrimeContractWorkScope
  • PrimeContractInclusions
  • PrimeContractExclusions
  • PrimeContractClarifications
  • PrimeContractOwnerPORef

Bookmarks - Prime Contract - Status and Dates

  • PrimeContractIssueDate
  • PrimeContractIssueDateSpelled
  • PrimeContractStatus
  • PrimeContractSignedDate
  • PrimeContractSignedDateSpelled
  • PrimeContractNTPDate
  • PrimeContractEstStartDate
  • PrimeContractEstSubstantialCompletion
  • PrimeContractEstFinishDate

Bookmarks - Prime Contract - Specific Address

  • PrimeContractAddress1
  • PrimeContractAddress2
  • PrimeContractCity
  • PrimeContractState
  • PrimeContractZipCode
  • PrimeContractCountry
  • PrimeContractPhone
  • PrimeContractFax

Bookmarks - Prime Contract - Referenced Owner

  • OwnerPrefix
  • OwnerFirstName
  • OwnerMiddleName
  • OwnerLastName
  • OwnerSuffix
  • OwnerContact
  • OwnerTitle
  • OwnerMobilePhone
  • OwnerEmail
  • OwnerCompanyCode
  • OwnerCompany
  • OwnerAddress1
  • OwnerAddress2
  • OwnerCity
  • OwnerState
  • OwnerZipCode
  • OwnerCountry
  • OwnerPhone
  • OwnerPhone2
  • OwnerFax
  • OwnerWebsite
  • OwnerGovTaxID

Bookmarks - Prime Contract - Referenced Architect

  • ArchitectPrefix
  • ArchitectFirstName
  • ArchitectMiddleName
  • ArchitectLastName
  • ArchitectSuffix
  • ArchitectContact
  • ArchitectTitle
  • ArchitectMobilePhone
  • ArchitectEmail
  • ArchitectCompanyCode
  • ArchitectCompany
  • ArchitectAddress1
  • ArchitectAddress2
  • ArchitectCity
  • ArchitectState
  • ArchitectZipCode
  • ArchitectCountry
  • ArchitectPhone
  • ArchitectPhone2
  • ArchitectFax
  • ArchitectWebsite
  • ArchitectGovTaxID

Special e-Sign Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

  • ArchitectE_Signature
  • ArchitectE_SignatureDate
  • ArchitectE_Initial

Bookmarks - Subcontract - Number, Type, Subject, and Scope

  • SubcontractNumber
  • SubcontractType
  • SubcontractWorkSubject
  • SubcontractWorkScope
  • SubcontractInclusions
  • SubcontractExclusions
  • SubcontractClarifications

Bookmarks - Subcontract - Status and Dates

  • SubcontractIssueDate
  • SubcontractIssueDateSpelled
  • SubcontractStatus
  • SubcontractSignedDate
  • SubcontractSignedDateSpelled
  • SubcontractNTPDate
  • SubcontractEstStartDate
  • SubcontractEstSubstantialCompletion
  • SubcontractEstFinishDate

Bookmarks - Subcontract - Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day

  • SubcontractWorkRetainagePercent
  • SubcontractMaterialRetainagePercent
  • SubcontractSubtotal
  • SubcontractSubtotalSpelled
  • SubcontractTaxTotal
  • SubcontractTaxTotalSpelled
  • SubcontractTotal
  • SubcontractTotalSpelled
  • SubcontractGMP
  • SubcontractLiquidDamagesPerDay
  • SubcontractIncentivePerDay

Bookmarks - Sub Invoice Lien Waiver - From Company/Contact (Prime Contractor)

  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

Special e-Sign Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

  • FromE_Signature
  • FromE_SignatureDate
  • FromE_Initial

Bookmarks - Sub Invoice Lien Waiver - To Company/Contact (Subcontractor)

  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

Special e-Sign Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

  • ToE_Signature
  • ToE_SignatureDate
  • ToE_Initial

Bookmarks - Sub Invoice - Number, Dates, Terms, Comments

  • SubInvNumber
  • SubInvOrderNumber
  • SubInvDate
  • SubInvDateSpelled
  • SubInvPaymentDueDate
  • SubInvPaymentDueDateSpelled
  • SubInvTerms
  • SubInvPrintComments
  • SubInvInternalComments

Bookmarks - Sub Invoice - Previous and Current Change Orders

  • SubInvPreviousSCOSubtotal
  • SubInvPreviousSCOTaxTotal
  • SubInvPreviousSCOTotal
  • SubInvCurrentSCOSubtotal
  • SubInvCurrentSCOTaxTotal
  • SubInvCurrentSCOTotal

Bookmarks - Sub Invoice - Revised Contract Totals

  • SubInvOriginalContractSubtotal
  • SubInvOriginalContractTaxTotal
  • SubInvOriginalContractTotal
  • SubInvNetChangesSubtotal     (SubInvPreviousCOSubtotal + SubInvCurrentCOSubtotal)
  • SubInvNetChangesTaxTotal     (SubInvPreviousCOTaxTotal + SubInvCurrentCOTaxTotal)
  • SubInvNetChangesTotal     (SubInvPreviousCOTotal + SubInvCurrentCOTotal)
  • SubInvRevisedContractSubtotal
  • SubInvRevisedContractTaxTotal
  • SubInvRevisedContractTotal

Bookmarks - Sub Invoice - Gross Values - Previous Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

  • SubInvPreviousWorkTotal
  • SubInvPreviousStoredTotal
  • SubInvPreviousTotal
  • SubInvPreviousBilledScheduleOfValues
  • SubInvPreviousBilledSCOs

Bookmarks - Sub Invoice - Gross Values - Current Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

  • SubInvCurrentWorkTotal
  • SubInvCurrentStoredTotal
  • SubInvCurrentTotal
  • SubInvCurrentTotalSpelled
  • SubInvCurrentBilledScheduleOfValues
  • SubInvCurrentBilledSCOs

Bookmarks - Sub Invoice - Gross Values - Total Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

  • SubInvWorkTotal
  • SubInvStoredTotal
  • SubInvTotal     (SubInvWorkTotal + SubInvStoredTotal)
  • SubInvTotalBilledScheduleOfValues
  • SubInvTotalBilledSCOs

Bookmarks - Sub Invoice - Retainage Percentages

  • SubInvWorkRetainagePercent
  • SubInvMaterialRetainagePercent     (Only applicable for Fixed Lump Sum Invoices)

Bookmarks - Sub Invoice - Retainage - Previous, Current, and Total

Stored refers to Stored Materials.

  • SubInvPreviousRetainWorkTotal
  • SubInvPreviousRetainStoredTotal
  • SubInvPreviousRetainTotal
  • SubInvCurrentRetainWorkTotal
  • SubInvCurrentRetainStoredTotal
  • SubInvCurrentRetainTotal
  • SubInvRetainWorkTotal     (Includes Billed Retainage)
  • SubInvRetainStoredTotal     (Includes Billed Retainage)
  • SubInvRetainTotal     (Includes Billed Retainage)

Bookmarks - Sub Invoice - Billed Retainage - Previous, Current, and Total

  • SubInvPreviousBilledRetainWorkTotal
  • SubInvPreviousBilledRetainStoredTotal
  • SubInvPreviousBilledRetainTotal
  • SubInvCurrentBilledRetainWorkTotal
  • SubInvCurrentBilledRetainStoredTotal
  • SubInvCurrentBilledRetainTotal
  • SubInvBilledRetainWorkTotal
  • SubInvBilledRetainStoredTotal
  • SubInvBilledRetainTotal

Bookmarks - Sub Invoice - Previous Net Values and Balance To Complete

  • SubInvPreviousLessRetainSubtotal
  • SubInvPreviousLessRetainTaxTotal
  • SubInvPreviousLessRetainTotal
  • SubInvPreviousBalanceToFinishSubtotal     (includes Retainage)
  • SubInvPreviousBalanceToFinishTaxTotal
  • SubInvPreviousBalanceToFinishTotal

Bookmarks - Sub Invoice - Current Net Values and Balance To Complete

  • SubInvCurrentLessRetainSubtotal
  • SubInvCurrentLessRetainSubtotalSpelled
  • SubInvCurrentLessRetainTaxTotal
  • SubInvCurrentLessRetainTaxTotalSpelled
  • SubInvCurrentLessRetainTotal
  • SubInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus With GMP invoices only:

  • SubInvPercentComplete
  • SubInvBalanceToFinishSOVGrossSubtotal
  • SubInvBalanceToFinishSCOsGrossSubtotal
  • SubInvBalanceToFinishGrossSubtotal     (SubInvRevisedContractSubtotal - SubInvTotal)
  • SubInvBalanceToFinishSubtotal     (SubInvRevisedContractSubtotal - (SubInvTotal - SubInvRetainTotal))
  • SubInvBalanceToFinishTaxTotal
  • SubInvBalanceToFinishTotal
  • SubInvLessRetainSubtotal     (SubInvPreviousLessRetainSubtotal + SubInvCurrentLessRetainSubtotal)
  • SubInvLessRetainTaxTotal
  • SubInvLessRetainTotal

Bookmarks - Sub Invoice Lien Waiver Information

  • SubInvConditionalDate
  • SubInvConditionalDateSpelled
  • SubInvUnconditionalDate
  • SubInvUnconditionalDateSpelled
  • SubInvPaymentReceived
  • SubInvPaymentReceivedSpelled