Tutorials

Subcontractor Invoices

• Create a Payment Issued
• Bulk Edit Subcontractor Invoice Statuses
• Compile Subcontractor Invoice Backup
• Create a Payment Schedule
• Create an Invoice on Behalf of a Subcontractor
• Create an Invoice for Release of Retention
• Create Automatic Billing Periods
• Create Invoice Contacts
• Create Commitment Subcontractor Schedule of Values
• Edit a Billing Period For Invoices
• Edit Commitment Subcontractor Schedule of Values (as a Sub)
• Enable the Payments Issued Subtab
• Enable or Disable a Subcontractor SOV
• Export the Billings Page
• Export an Invoice as a PDF, CSV, or PDF with attachments
• Information About Subcontractor Invoices (Requisitions)
• Review Invoices as an Admin
• Review Invoices as a Subcontractor
• Search, Filter, and Group the Billings Page
• Send Subcontractor Invoice Invitations
• Set or Release Retainage For All Line Items For an Invoice
• Start a New Billing Period and Send Invoice Emails
• Submit an Invoice as a Subcontractor
• Update and Set Up DocuSign on a Subcontractor Invoice