Prime contract invoice lien waivers Microsoft Word templates

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 templates and upload category

Conditional - Progress

Default Microsoft Word template: PrimeInvoice-LienWaiver-CondProgress.dot

Upload feature category: Prime Invoice - Lien Waiver - Conditional Progress

Unconditional - Progress

Default Microsoft Word template: PrimeInvoice-LienWaiver-UncondProgress.dot

Upload feature category: Prime Invoice - Lien Waiver - Unconditional Progress

Conditional - Final

Default Microsoft Word template: PrimeInvoice-LienWaiver-CondFinal.dot

Upload feature category: Prime Invoice - Lien Waiver - Conditional Final

Unconditional - Final

Default Microsoft Word template: PrimeInvoice-LienWaiver-UncondFinal.dot

Upload feature category: Prime 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 - 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

Learn more about your options here.

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 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 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

Bookmarks - Prime contract retainage percentages, original contract amounts, and damages or incentives per day

  • PrimeContractWorkRetainagePercent
  • PrimeContractMaterialRetainagePercent
  • PrimeContractSubtotal
  • PrimeContractSubtotalSpelled
  • PrimeContractTaxTotal
  • PrimeContractTaxTotalSpelled
  • PrimeContractTotal
  • PrimeContractTotalSpelled
  • PrimeContractGMP
  • PrimeContractLiquidDamagesPerDay
  • PrimeContractIncentivePerDay

Bookmarks - Prime invoice lien waiver from company/contact (owner or client)

  • 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 - Prime invoice lien waiver to company/contact (prime company or contractor)

  • 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 - Prime invoice number, dates, terms, and comments

  • PrimeInvNumber
  • PrimeInvOrderNumber
  • PrimeInvDate
  • PrimeInvDateSpelled
  • PrimeInvPaymentDueDate
  • PrimeInvPaymentDueDateSpelled
  • PrimeInvTerms
  • PrimeInvPrintComments
  • PrimeInvInternalComments

Bookmarks - Prime invoice previous and current change orders

  • PrimeInvPreviousCOSubtotal
  • PrimeInvPreviousCOTaxTotal
  • PrimeInvPreviousCOTotal
  • PrimeInvCurrentCOSubtotal
  • PrimeInvCurrentCOTaxTotal
  • PrimeInvCurrentCOTotal

Bookmarks - Prime invoice revised contract totals

  • PrimeInvOriginalContractSubtotal
  • PrimeInvOriginalContractTaxTotal
  • PrimeInvOriginalContractTotal
  • PrimeInvNetChangesSubtotal     (PrimeInvPreviousCOSubtotal + PrimeInvCurrentCOSubtotal)
  • PrimeInvNetChangesTaxTotal     (PrimeInvPreviousCOTaxTotal + PrimeInvCurrentCOTaxTotal)
  • PrimeInvNetChangesTotal     (PrimeInvPreviousCOTotal + PrimeInvCurrentCOTotal)
  • PrimeInvRevisedContractSubtotal
  • PrimeInvRevisedContractTaxTotal
  • PrimeInvRevisedContractTotal

Bookmarks - Prime invoice previous gross work completed and stored totals

Bookmarks listed below do not include retainage and taxation.

  • PrimeInvPreviousWorkTotal
  • PrimeInvPreviousStoredTotal
  • PrimeInvPreviousTotal
  • PrimeInvPreviousBilledScheduleOfValues
  • PrimeInvPreviousBilledCOs

Bookmarks - Prime invoice current gross work completed and stored totals

Bookmarks listed below do not include retainage and taxation.

  • PrimeInvCurrentWorkTotal
  • PrimeInvCurrentStoredTotal
  • PrimeInvCurrentTotal
  • PrimeInvCurrentTotalSpelled
  • PrimeInvCurrentBilledScheduleOfValues
  • PrimeInvCurrentBilledCOs

Bookmarks - Prime invoice total gross work completed and stored totals

Bookmarks listed below do not include retainage and taxation.

  • PrimeInvWorkTotal
  • PrimeInvStoredTotal
  • PrimeInvTotal     (PrimeInvWorkTotal + PrimeInvStoredTotal)
  • PrimeInvTotalBilledScheduleOfValues
  • PrimeInvTotalBilledCOs

Bookmarks - Prime invoice retainage percentages

  • PrimeInvWorkRetainagePercent
  • PrimeInvMaterialRetainagePercent

    Only applicable to Fixed Lump Sum invoices.

Bookmarks - Prime invoice previous, current, and total retainage

Stored refers to stored materials.

  • PrimeInvPreviousRetainWorkTotal
  • PrimeInvPreviousRetainStoredTotal
  • PrimeInvPreviousRetainTotal
  • PrimeInvCurrentRetainWorkTotal
  • PrimeInvCurrentRetainStoredTotal
  • PrimeInvCurrentRetainTotal
  • PrimeInvRetainWorkTotal     (Includes Billed Retainage)
  • PrimeInvRetainStoredTotal     (Includes Billed Retainage)
  • PrimeInvRetainTotal     (Includes Billed Retainage)

Bookmarks - Prime invoice previous, current, and total billed retainage

  • PrimeInvPreviousBilledRetainWorkTotal
  • PrimeInvPreviousBilledRetainStoredTotal
  • PrimeInvPreviousBilledRetainTotal
  • PrimeInvCurrentBilledRetainWorkTotal
  • PrimeInvCurrentBilledRetainStoredTotal
  • PrimeInvCurrentBilledRetainTotal
  • PrimeInvBilledRetainWorkTotal
  • PrimeInvBilledRetainStoredTotal
  • PrimeInvBilledRetainTotal

Bookmarks - Prime invoice previous net invoice totals and balance to complete

  • PrimeInvPreviousLessRetainSubtotal
  • PrimeInvPreviousLessRetainTaxTotal
  • PrimeInvPreviousLessRetainTotal
  • PrimeInvPreviousBalanceToFinishSubtotal (includes retainage)
  • PrimeInvPreviousBalanceToFinishTaxTotal
  • PrimeInvPreviousBalanceToFinishTotal

Bookmarks - Prime invoice current net invoice totals and balance to complete

  • PrimeInvCurrentLessRetainSubtotal
  • PrimeInvCurrentLessRetainSubtotalSpelled
  • PrimeInvCurrentLessRetainTaxTotal
  • PrimeInvCurrentLessRetainTaxTotalSpelled
  • PrimeInvCurrentLessRetainTotal
  • PrimeInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus with GMP invoices only.

  • PrimeInvPercentComplete
  • PrimeInvBalanceToFinishSOVGrossSubtotal
  • PrimeInvBalanceToFinishCOsGrossSubtotal
  • PrimeInvBalanceToFinishGrossSubtotal     (PrimeInvRevisedContractSubtotal - PrimeInvTotal)
  • PrimeInvBalanceToFinishSubtotal     (PrimeInvRevisedContractSubtotal - (PrimeInvTotal - PrimeInvRetainTotal))
  • PrimeInvBalanceToFinishTaxTotal
  • PrimeInvBalanceToFinishTotal
  • PrimeInvLessRetainSubtotal     (PrimeInvPreviousLessRetainSubtotal + PrimeInvCurrentLessRetainSubtotal)
  • PrimeInvLessRetainTaxTotal
  • PrimeInvLessRetainTotal

Bookmarks - Prime invoice lien waiver information

  • PrimeInvConditionalDate
  • PrimeInvConditionalDateSpelled
  • PrimeInvUnconditionalDate
  • PrimeInvUnconditionalDateSpelled
  • PrimeInvPaymentReceived
  • PrimeInvPaymentReceivedSpelled

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Posted November 03, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.