Invoices: Facilities Planning and Construction

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The following are instructions to submit invoices and AIA Applications for Payment (G702) for active Yale projects that were not migrated to Trimble Unity Construct and are closing before December 31, 2026.

Invoices and AIA Applications for Payment

Submit all invoices using the Project Management Invoice Submission Form (Google account required).

If you do not have a Google account, find instructions below for Invoice Submissions Account Setup.

To expedite processing and payment, the following information must be noted on all invoices:

  1. Full Yale project name
  2. Yale project number
  3. Purchase order number (i.e.  P_ _ _ _ _PCS)
  4. Invoice date (must be on or after the project start date)

  5. Invoice number

The Yale project name, project number, and purchase order number can be found in the contract provided by Contract Administration at Yale. To request a copy of your contract, contact contract.administration@yale.edu. Invoices that are missing any of the information listed above will not be processed.  

When required by contract, provide the following documents signed and notarized (if applicable): 

  • Contractor’s and subcontractor’s AIA Application for Payment (G702)
  • Contractor’s ​and subcontractor’s AIA Schedule of Values (G703)
  • Contractor’s and subcontractor’s Waiver of Mechanic’s Lien and Release

These documents can be found on the Contractors and Consultants page; filter by “Contract Forms.”

Note, the signatory for a contractor’s and subcontractor’s AIA Application for Payment (G702) should be designated as “N/A” if an architect’s signature is deemed unnecessary.

For process-related questions, contact project.management@yale.edu.

For invoice status inquiries, contact askfinance@yale.edu.

Invoice Submissions Account Setup

  1. Go to the Yale Project Management Invoice Submission Form
  2. At the sign in prompt, click “Create account.” Click Create Account at the Sign In prompt.
  3. At the create your Google account prompt, click “Use my current email address instead.” Enter your contact information and create a password. Click Use my current email address instead at Create your Google Account prompt.
  4. Verify your email address using the email sent by Google, then complete security questions.
  5. The Yale Project Management Invoice Submission Form should now be available to you. Please upload your invoice along with relevant invoice information.
  6. Once the invoice has been submitted, you will receive an email receipt and your invoice will be submitted to the processing center.