G702 G703 Checklist Before you submit

AIA G702/G703 Rejection Checklist

Run through this checklist before submitting your AIA-style G702/G703 pay application package. It’s designed to catch the same issues reviewers kick back every month: tie-outs, retainage drift, SOV mismatches, stored materials problems, and missing documents.

PayAppPro generates AIA-style outputs and does not provide official AIA Contract Documents. AIA®, G702® and G703® are registered trademarks of the American Institute of Architects. Official AIA Contract Documents are offered by ACD Operations, LLC.

Need the “generate it” workflow (not just the checklist)?

Use the hub pages for practical steps, examples, and how PayAppPro keeps your G702 totals tied to your G703/SOV automatically.

G702 Hub G703 Hub
In a hurry? Generate your first pay app ($7.99). Comparing tools? AIA billing software.
Top 7 kickback reasons (quick scan)
  • G702 totals don’t tie to the bottom totals on G703/SOV.
  • Prior period values changed without explanation/approval.
  • Retainage applied differently this month than last month.
  • Change orders not reflected in contract sum / SOV scheduled values.
  • Stored materials billed without backup—or never “move” into work-in-place.
  • Overbilling (line total exceeds scheduled value).
  • Missing attachments (lien waivers, invoices, conditional releases, etc.).
Jump to: Math tie-outs · Rollforward · Retainage · SOV + change orders · Stored materials · Attachments · Packaging · FAQ
Helpful context: Filled-out G702 example · G702 calculator (example) · Common errors to avoid

Before You Submit, Confirm:

1) Math tie-outs (G702 ↔ G703 ↔ SOV)

  • ☑ G702 totals match G703 totals exactly (completed + stored to date, retainage, earned, prior payments, amount due).
  • ☑ G703 bottom totals match the sum of line items (no missing lines, no “mystery” rounding).
  • ☑ No line item is overbilled (total completed + stored to date does not exceed scheduled value).
  • ☑ Percent complete and “balance to finish” are reasonable relative to the scheduled value.
If you need the conceptual map: G702 vs G703 (differences).

2) Rollforward integrity (prior-to-date stability)

  • ☑ Previous billing amounts are unchanged (unless you’re issuing an approved correction).
  • ☑ This period values are added cleanly (no “moving” prior work between buckets).
  • ☑ Prior payments/certificates match your project’s approved history.
Rollforward is the whole game in progress billing: construction progress billing (explained).

3) Retainage consistency

  • ☑ Retainage percentage matches the contract (and any retainage release rules).
  • ☑ Retainage is applied consistently month-to-month (same buckets, same logic).
  • ☑ If retainage is partially released, the release is documented and totals still reconcile.
If QBO is part of your workflow, retainage drift is common: retainage in QuickBooks Online.

4) SOV + change order alignment

  • ☑ Your Schedule of Values matches the approved version (scope and values).
  • ☑ Approved change orders are reflected in the contract sum and/or scheduled values (depending on how your project handles it).
  • ☑ Pending/unapproved changes are not quietly baked into scheduled values.
CO billing is where a lot of “almost correct” pay apps die: how to bill change orders on G702/G703. If SOV is the messy part: what is an SOV?

5) Stored materials sanity checks

  • ☑ Stored materials are supported (invoices/receipts + photos/location, if your reviewer requires it).
  • ☑ Stored values don’t get “double counted” when materials are installed (stored should decrease as work-in-place increases).
  • ☑ Retainage on stored materials follows the project rule.
Quick gut check: run your numbers through the G702 calculator (example) and see if anything looks “reviewer-suspicious.”

6) Attachments & required documents

  • ☑ Required lien waivers are attached (conditional vs unconditional, progress vs final, correct tier).
  • ☑ Any required subcontractor/vendor backup is included (if your GC/owner requires it).
  • ☑ The pay app period end date and backup documents reference the same period.
Lien waiver basics (and why amounts must match): lien waivers in construction.

Download: Want a printable version? Grab the PDF checklist.

7) Packaging & reviewer friendliness

  • ☑ Application number + period dates are clearly shown and consistent across pages.
  • ☑ PDF is clean (no cut-off tables, no unreadable tiny fonts, no sideways pages).
  • ☑ If you include backup, keep it organized (one combined PDF, or labeled files that match the checklist).
If you’re sending this to accounting and trying to reconcile in QBO, this is the bridge: progress billing in QuickBooks Online.
Common mistake: Resubmitting the same package without fixing the underlying issue almost always results in another rejection. Fix the tie-out or workflow problem first — then resend.
Using QuickBooks? QuickBooks Online handles accounting, but not AIA-style pay app packages. Start here: Does QuickBooks do AIA billing? · retainage in QBO
Generate a Clean AIA-Style Pay Application

Built-in checks help catch issues before submission.

FAQ

Most rejections happen when G702 totals don’t tie to G703/SOV detail, prior-to-date values don’t roll forward cleanly, retainage is applied inconsistently, change orders aren’t reflected in contract sums, stored materials are billed without backup, or required documents (like lien waivers) are missing.

It means the summary totals shown on the G702 (completed and stored to date, retainage, payments/amount due) reconcile to the bottom totals of the G703 continuation sheet and the Schedule of Values detail behind it.

Usually, no. Prior-period work completed and stored values should remain unchanged unless you are issuing a formal correction that the reviewer approves. Most reviewers expect prior-to-date history to remain stable.

Use a consistent SOV-driven workflow where totals roll forward automatically, retainage is applied the same way every period, and required attachments are standardized for your reviewer.

No. This checklist references AIA-style G702/G703 workflows for educational purposes. PayAppPro generates AIA-style outputs but does not provide official AIA Contract Documents offered by ACD Operations, LLC. AIA®, G702® and G703® are registered trademarks of the American Institute of Architects.