To send subcontractor invoicing invitations for a billing period.
In order to send subcontractor invoices, you must first create a billing period for the time frame that is being billed for. It is not necessary to send invitations to subcontractors in order for them to submit the invoice. However, the invitation provides a notification and reminder for the subcontractor to help ensure they submit their invoices on time.
Things to Consider
- Navigate to the project's Commitments tool.
- Click the Billings tab.
This page lists all of the commitments in the Approved and/or Complete status
- Mark the boxes for the invoices that you want to send.
To select all of them, mark the checkbox at the top of the table. If you have not set up the Invoice Contact, the Invoice Status will be set to "No Invoice Contacts" and you will be unable to mark the box to select the company. See Create Invoice Contacts. If the subcontractor needs to create the invoice for release of retention, they do not need an invitation in order to create the retention invoice.
- Click Send Invites.
Now that we've issued our Invitations, the Invoice Status has been updated from 'Not Invited' to 'Invited' for the Commitments we invited to bill. If the invitation is accepted, the status will be changed to 'Accepted', and if it is rejected, the status will be changed to 'Declined'.