Tutorials

Subcontractor Invoices

About Subcontractor Invoices

• Invoice Contacts
  • Add Invoice Contacts to a Commitment
• Billing Periods
  • Create Automatic Billing Periods in the Invoicing Tool
  • Create Manual Billing Periods in the Invoicing Tool
  • Edit a Billing Period For Invoices
• Subcontractor Invoices
  • Compile Subcontractor Invoice Backup
  • Bulk Edit the Status of Subcontractor Invoices
  • Compile Invoice Backups
  • Create an Invoice on Behalf of a Subcontractor
  • Create and Submit an Invoice as a Subcontractor
  • Create a Payment Schedule (AUS/NZ)
  • Export a Subcontractor Invoice
  • Export the Subcontractor Invoicing Page
  • Review Invoices as an Admin
  • Review Invoices as a Subcontractor
  • Search, Filter, and Group Invoices
  • Send Subcontractor Invoice Invitations
  • Submit an Invoice as a Subcontractor
  • Retainage
    • Create a Subcontractor Invoice for the Release of Retainage
    • Set or Release Retainage for All Line Items for an 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
    • Edit Commitment Subcontractor Schedule of Values (as a Sub)
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Invoicing Tool
  • Enable the Payments Issued Tab for Invoicing
• Payments Received
  • Create a Record for a Payment Received

Settings

• Configure Settings: Invoicing
• Enable or Disable a Subcontractor SOV
• Enable the Payments Issued Tab for Invoicing

Owner Invoices

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

DocuSign® Integration

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