Invoicing - Workflow Diagrams Last updated Save as PDF Share Share Tweet Share Interactive Workflow Diagrams Click the boxes in the workflow diagrams below to open the related tutorial. Invoicing Subcontractor Invoices Accept or Decline an 'Invite to Bill' as an Invoice Contact Accept or Decline an '... DRAFT DRAFT START START Does the purchase order or subcontract have an 'Invoice Contact'? Does the purchase order or subcontract have... Add Invoice Contacts to a Purchase Order or Subcontract Add Invoice Contacts t... Create Automatic Billing Periods Create Automatic Billi... Create Manual Billing Periods Create Manual Billing... AUTOMATIC AUTOMATIC MANUAL MANUAL How do you want to create the current billing period? How do you want to create the c... COMMITMENTS COMMITMENTS INVOICING INVOICING Add an 'Invoice Contact' with the Commitments or Invoicing tool? Add an 'Invoice Contact' with the Co... Add Invoice Contacts to a Purchase Order or Subcontract Add Invoice Contacts t... INVOICE CONTACT (an external collaborator) INVOICE CONTACT... INVOICE ADMINISTRATOR (an internal user) INVOICE ADMINISTRATOR... Who will create the new invoice? Who will create the new invoice? Optional Step Optional Step LEGEND LEGEND Invoice Administrator (an internal user) Invoice Administrato... Invoice Contact (an external collaborator) Invoice Contact... Commitments Commitments Invoicing Invoicing Create a New Invoice on Behalf of the Invoice Contact Create a New Invoice o... END END Send an 'Invite to Bill' to an Invoice Contact Send an 'Invite to... Revise and Resubmit an Invoice as an Invoice Contact Revise and Resubmit... REVISE AND RESUBMIT REVISE AND RESUBMIT Does the invoice contact want to submit an invoice for the current billing period? Does the invoice contact want t... RECEIVE EMAIL RECEIVE EMAIL ACCEPTED ACCEPTED Did the Invoice Administrator reject any line items on the invoice? Did the Invoice Administrator... END END DECLINED DECLINED General Availability Submit a New Invoice as an Invoice Contact General Availability... Review an Invoice as an Invoice Administrator Review an Invoice as an... Are you using one of the supported ERP Integrations to sync invoices? (Sage 300 CRE, QuickBooks, Yardi) Are you using one of the supported... DRAFT DRAFT Limited Release Submit a New Invoice as an Invoice Contact Limited Release... Continued from the 'Create a Commitment' workflow Continued from the 'Create a C... Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow Continue to the 'Export Approv...
