Tutorials

Subcontractor Invoices

About Subcontractor Invoices

• Invoice Contacts
  • Add Invoice Contacts to a Purchase Order or Subcontract
  • Send an 'Invite to Bill' to an Invoice Contact
  • 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
• Billing Periods
  • Create Automatic Billing Periods
  • Create Manual Billing Periods
  • Edit a Billing Period For Invoices
• Subcontractor Invoices
  • Bulk Edit the Status of Subcontractor Invoices
  • Compile Invoice Backups
  • Create an Invoice on Behalf of an Invoice Contact
  • Create a Payment Schedule (AUS/NZ)
  • Export a Subcontractor Invoice
  • Export the Subcontractor Invoicing Page
  • Review Invoices as an Admin
  • Search, Filter, and Group Invoices
  • 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
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Invoicing Tool
  • Enable the Payments Issued Tab for Invoicing

Settings

• Configure Settings: Invoicing
• Enable or Disable a Subcontractor SOV
• 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 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 an Owner Invoice