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
- Required User Permissions:
- 'Admin' on the project's Commitments tool.
- Navigate to the project's Invoicing tool.
- Click the Subcontractor sub-tab.
- Mark the boxes for the invoices that you want to send.
To select all of them, mark the checkbox at the top of the column. 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" in the See Also section below. 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.
Once the invitations are issued, the Invoice Status changes from 'Not Invited' to 'Invited' for those commitments. If the invitation is accepted, the status changes to 'Accepted'. If it is rejected, the status changes to 'Declined'.