Tutorials

Subcontractor Invoices

• About Subcontractor Invoices

Tutorials for Invoice Contacts

• Accept or Decline an 'Invite to Bill' as an Invoice Contact
• Submit a New Invoice as an Invoice Contact
• Revise & Resubmit an Invoice as an Invoice Contact

Tutorials for Invoice Administrators

Billing Periods

• Create Automatic Billing Periods
• Create Manual Billing Periods
• Edit a Billing Period For Invoices

Subcontractor Invoices

• Contracts
  • Add Invoice Contacts to a Purchase Order or Subcontract
• Invoices
  • Create an Invoice on Behalf of an Invoice Contact
  • Bulk Edit the Status of Subcontractor Invoices
  • Forward a Subcontractor Invoice by Email
  • Review Subcontractor Invoices as an Administrator
  • Send an 'Invite to Bill' to an Invoice Contact 
• Retainage
  • Create a Subcontractor Invoice for the Release of Retainage
  • Set or Release Retainage on a Subcontractor Invoice
• Subcontractor Schedule of Values (SSOV)
  • Add a Subcontractor SOV to a Commitment as a Subcontractor
  • Create a Subcontractor SOV
  • Enable or Disable a Subcontractor SOV Tab on a Commitment
  • Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
• Other Invoice Tasks
  • Compile Invoice Backups
  • Delete a Subcontractor Invoice from the Invoicing Tool
  • Export a Subcontractor Invoice
  • Export the Subcontractor Invoicing Page
  • Search, Filter, and Group Invoices
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Invoicing Tool
  • Enable the Payments Issued Tab for Invoicing
• Payment Schedule
  •   Create a Payment Schedule
     

Settings

• Configure Settings: Invoicing
• Enable the Payments Issued Tab for Invoicing

Owner Invoices

• Create a Record for a Payment Received
• Create an Owner Invoice
• Edit an Owner Invoice's Configurable PDF View
• Email an Owner Invoice
• Export an Owner Invoice
• Set or Release Retainage for All Line Items for an Owner Invoice

Integrations

DocuSign®

• Bulk Send Subcontractor Invoices to DocuSign®
• Complete Subcontractor Invoices with DocuSign®
• Update and Set Up DocuSign® on an Owner Invoice