Create a Payment Schedule
Objective
Background
Things to Consider
- Required User Permissions:
- You must be an invoice administrator.
- Additional Information:
- You can notify invoice contact by email when the invoice's status changes to 'Approved.' See Configure Settings: Invoicing.
- You can define custom text for the footer of the payment schedule's PDF export file. See Configure Settings: Commitments.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- In the table, choose one of these options:
- Locate the invoice for the payment schedule. Next, click its Invoice # link to open it.
OR - Locate the commitment that contains the invoice for the payment schedule. Next, click its Contract link to open the commitment. In the commitment, click the Invoices tab. Locate the most recent invoice in the Invoices (Requisitions) table. Then, click the Invoice Position or Invoice # link to open it.
Tip
How do I find the latest invoice? Review the values in the Invoice Position column. Each invoice is assigned a number, in the order invoices are created. This column sorts invoices from newest to oldest by default. To change the sort order, click the Overflow menu in the column heading and choose one (1) of the Sort By This Column options.
- Locate the invoice for the payment schedule. Next, click its Invoice # link to open it.
- Click the Export button and choose the PDF option.
Example