Source: https://www.quantsurv.com/library/tools/payment-document-index Content format: Markdown version of the public page. Content reviewed: 2026-10-14 # Payment document index Keep the issued application, incoming notices and proof of service together for each payment cycle. by [Jack Butler-Kettle]() · About 2 min readShare ## How to use it Record immutable issued versions and their locations. Do not replace an issued file with a later draft. ### Payment document index Record immutable issued versions and their locations. Do not replace an issued file with a later draft. [Download blank Excel workbook]() Free blank template for your own project. The completed example is shown below. No email address required. View the completed example Completed fictional example Westhaven refurbishment · 14 October 2026 · Version 1.0 #### Payment document index Scroll across if needed to read the whole record. A dash means no value has been entered. Payment document index: completed fictional example | Cycle / reference | Document / revision | Issued / received | File location | Delivery proof | Purpose / status | | --- | --- | --- | --- | --- | --- | | September / APP-09 | Application r1 | 20 Sep 2026 10:12 | /payments/09/APP-09-r1.xlsx | Portal R-091 | £24,000 application | | September / PN-09 | Assessment notice r1 | 25 Sep 2026 15:08 | /payments/09/PN-09.pdf | Original received email | £22,000 assessment; £2,000 difference | | September / B-17 | Bank receipt record | 16 Oct 2026 | /payments/09/B-17.pdf | Bank statement | £20,000 allocated; £2,000 assessed balance | The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence. ## Understanding your results The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence. ## How it works The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed example stays on this page. Read the [related guidance]() for the context and checks behind this template. If you need help preparing or reviewing the project records, our [quantity surveying services]() explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts. [Browse the Library]()