Grant Invoice Template - England and Wales

Grant Invoice for the United Kingdom

Grant Invoice Template for England and Wales

A Grant Invoice Template is a standardized financial document used in England and Wales for requesting payment under a grant agreement. It provides a formal structure for grant recipients to claim funds from grant providers, ensuring compliance with UK financial regulations and grant terms. The template includes essential elements such as grant reference numbers, payment milestones, and required supporting documentation, while adhering to English and Welsh accounting standards and VAT requirements.

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What is a Grant Invoice?

The Grant Invoice Template serves as a crucial document for organizations seeking to claim grant funding in England and Wales. It is designed to standardize the process of requesting grant payments while ensuring compliance with UK financial regulations and grant agreement terms. This template is particularly important when managing staged payments, reporting requirements, and maintaining clear audit trails. The document includes specific sections for grant references, payment details, and supporting documentation, making it essential for both grant providers and recipients to maintain accurate financial records and ensure proper fund disbursement.

What sections should be included in a Grant Invoice?

1. Invoice Header: Organization details, invoice number, date, and contact information for both parties

2. Grant Reference: Unique grant identifier, program details and grant agreement reference

3. Payment Details: Amount requested, payment terms, bank account details for transfer

4. Description of Services: Detailed description of grant purpose and specific payment milestone details

5. Payment Terms: Specified payment period and any applicable late payment terms

What sections are optional to include in a Grant Invoice?

1. VAT Statement: Required when the grant is subject to VAT, including VAT registration number and calculations

2. Match Funding Declaration: Section detailing other funding sources when grant requires match funding

3. Milestone Achievement Statement: Specific section confirming achievement of project milestones for milestone-based payments

4. State Aid Declaration: Required for grants that might fall under state aid/subsidy control regulations

What schedules should be included in a Grant Invoice?

1. Schedule A - Progress Report: Detailed documentation of project progress and achievements

2. Schedule B - Cost Breakdown: Itemized breakdown of costs being claimed under the grant

3. Schedule C - Supporting Documentation: Required evidence and documentation supporting the grant claim

4. Schedule D - Compliance Checklist: Checklist confirming compliance with grant terms and conditions

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Free to use

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What is a Grant Invoice?

What sections should be included in a Grant Invoice?

What sections are optional to include in a Grant Invoice?

What schedules should be included in a Grant Invoice?

Authors

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