Subcontract invoice lien waivers Microsoft Word template
Related information
Related topics
Lien laws vary significantly based on the project location, trade performed, whether the work is commercial or government, and whether the project is bonded. As a result, the default lien waiver templates are provided as samples only and should be reviewed by legal counsel before use.
Default template and upload category
Conditional progress:
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Default Microsoft Word template: SubcontractInv-LienWaiver-CondProgress.dot
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Upload feature category: Subcontract Invoice - Lien Waiver - Conditional Progress
Unconditional progress:
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Default Microsoft Word template: SubcontractInv-LienWaiver-UncondProgress.dot
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Upload feature category: Subcontract Invoice - Lien Waiver - Unconditional Progress
Conditional final:
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Default Microsoft Word template: SubcontractInv-LienWaiver-CondFinal.dot
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Upload feature category: Subcontract Invoice - Lien Waiver - Conditional Final
Unconditional final:
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Default Microsoft Word template: SubcontractInv-LienWaiver-UncondFinal.dot
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Upload feature category: Subcontract Invoice - Lien Waiver - Unconditional Final
About bookmarks and mail merge fields
- All bookmarks and mail merge fields are optional.
- There's no limit on the number of times that bookmarks can be repeated. For example:
- CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
- ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX
Bookmarks
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
- PrimeContractIssueDate
- PrimeContractIssueDateSpelled
- PrimeContractStatus
- PrimeContractSignedDate
- PrimeContractSignedDateSpelled
- PrimeContractNTPDate
- PrimeContractEstStartDate
- PrimeContractEstSubstantialCompletion
- PrimeContractEstFinishDate
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
- OwnerPrefix
- OwnerFirstName
- OwnerMiddleName
- OwnerLastName
- OwnerSuffix
- OwnerContact
- OwnerTitle
- OwnerMobilePhone
- OwnerEmail
- OwnerCompanyCode
- OwnerCompany
- OwnerAddress1
- OwnerAddress2
- OwnerCity
- OwnerState
- OwnerZipCode
- OwnerCountry
- OwnerPhone
- OwnerPhone2
- OwnerFax
- OwnerWebsite
- OwnerGovTaxID
- 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 bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- ArchitectE_Signature
- ArchitectE_SignatureDate
- ArchitectE_Initial
- SubcontractNumber
- SubcontractType
- SubcontractWorkSubject
- SubcontractWorkScope
- SubcontractInclusions
- SubcontractExclusions
- SubcontractClarifications
- SubcontractIssueDate
- SubcontractIssueDateSpelled
- SubcontractStatus
- SubcontractSignedDate
- SubcontractSignedDateSpelled
- SubcontractNTPDate
- SubcontractEstStartDate
- SubcontractEstSubstantialCompletion
- SubcontractEstFinishDate
- SubcontractWorkRetainagePercent
- SubcontractMaterialRetainagePercent
- SubcontractSubtotal
- SubcontractSubtotalSpelled
- SubcontractTaxTotal
- SubcontractTaxTotalSpelled
- SubcontractTotal
- SubcontractTotalSpelled
- SubcontractGMP
- SubcontractLiquidDamagesPerDay
- SubcontractIncentivePerDay
- 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 bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- FromE_Signature
- FromE_SignatureDate
- FromE_Initial
- 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 bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- ToE_Signature
- ToE_SignatureDate
- ToE_Initial
- SubInvNumber
- SubInvOrderNumber
- SubInvDate
- SubInvDateSpelled
- SubInvPaymentDueDate
- SubInvPaymentDueDateSpelled
- SubInvTerms
- SubInvPrintComments
- SubInvInternalComments
- SubInvPreviousSCOSubtotal
- SubInvPreviousSCOTaxTotal
- SubInvPreviousSCOTotal
- SubInvCurrentSCOSubtotal
- SubInvCurrentSCOTaxTotal
- SubInvCurrentSCOTotal
- SubInvOriginalContractSubtotal
- SubInvOriginalContractTaxTotal
- SubInvOriginalContractTotal
- SubInvNetChangesSubtotal
Is equal to the SubInvPreviousCOSubtotal plus the SubInvCurrentCOSubtotal.
- SubInvNetChangesTaxTotal
Is equal to the SubInvPreviousCOTaxTotal plus the SubInvCurrentCOTaxTotal.
- SubInvNetChangesTotal
Is equal to the SubInvPreviousCOTotal plus the SubInvCurrentCOTotal.
- SubInvRevisedContractSubtotal
- SubInvRevisedContractTaxTotal
- SubInvRevisedContractTotal
- SubInvPreviousWorkTotal
- SubInvPreviousStoredTotal
- SubInvPreviousTotal
- SubInvPreviousBilledScheduleOfValues
- SubInvPreviousBilledSCOs
The bookmarks do not include retainage and taxation.
- SubInvCurrentWorkTotal
- SubInvCurrentStoredTotal
- SubInvCurrentTotal
- SubInvCurrentTotalSpelled
- SubInvCurrentBilledScheduleOfValues
- SubInvCurrentBilledSCOs
The bookmarks do not include retainage and taxation.
- SubInvWorkTotal
- SubInvStoredTotal
- SubInvTotal
Is equal to the SubInvWorkTotal plus the SubInvStoredTotal.
- SubInvTotalBilledScheduleOfValues
- SubInvTotalBilledSCOs
The bookmarks do not include retainage and taxation.
- SubInvWorkRetainagePercent
- SubInvMaterialRetainagePercent (applicable to Fixed Lump Sum invoices only)
Stored refers to stored materials.
- SubInvPreviousRetainWorkTotal
- SubInvPreviousRetainStoredTotal
- SubInvPreviousRetainTotal
- SubInvCurrentRetainWorkTotal
- SubInvCurrentRetainStoredTotal
- SubInvCurrentRetainTotal
- SubInvRetainWorkTotal (includes billed retainage)
- SubInvRetainStoredTotal (includes billed retainage)
- SubInvRetainTotal (includes billed retainage)
- SubInvPreviousBilledRetainWorkTotal
- SubInvPreviousBilledRetainStoredTotal
- SubInvPreviousBilledRetainTotal
- SubInvCurrentBilledRetainWorkTotal
- SubInvCurrentBilledRetainStoredTotal
- SubInvCurrentBilledRetainTotal
- SubInvBilledRetainWorkTotal
- SubInvBilledRetainStoredTotal
- SubInvBilledRetainTotal
- SubInvPreviousLessRetainSubtotal
- SubInvPreviousLessRetainTaxTotal
- SubInvPreviousLessRetainTotal
- SubInvPreviousBalanceToFinishSubtotal (includes retainage)
- SubInvPreviousBalanceToFinishTaxTotal
- SubInvPreviousBalanceToFinishTotal
- SubInvCurrentLessRetainSubtotal
- SubInvCurrentLessRetainSubtotalSpelled
- SubInvCurrentLessRetainTaxTotal
- SubInvCurrentLessRetainTaxTotalSpelled
- SubInvCurrentLessRetainTotal
- SubInvCurrentLessRetainTotalSpelled
The following fields are applicable to Fixed Lump Sum and Cost Plus with GMP invoices only:
- SubInvPercentComplete
- SubInvBalanceToFinishSOVGrossSubtotal
- SubInvBalanceToFinishSCOsGrossSubtotal
- SubInvBalanceToFinishGrossSubtotal
Is equal to the SubInvRevisedContractSubtotal minus the SubInvTotal.
- SubInvBalanceToFinishSubtotal
Is equal to the SubInvRevisedContractSubtotal minus the SubInvTotal minus the SubInvRetainTotal.
- SubInvBalanceToFinishTaxTotal
- SubInvBalanceToFinishTotal
- SubInvLessRetainSubtotal
Is equal to the SubInvPreviousLessRetainSubtotal plus the SubInvCurrentLessRetainSubtotal.
- SubInvLessRetainTaxTotal
- SubInvLessRetainTotal
- SubInvConditionalDate
- SubInvConditionalDateSpelled
- SubInvUnconditionalDate
- SubInvUnconditionalDateSpelled
- SubInvPaymentReceived
- SubInvPaymentReceivedSpelled