Invoicing - Tutorials

Billing Periods

• Manage Billing Periods
  • Create Manual Billing Periods
  • Create Automatic Billing Periods
  • Edit Billing Periods

Subcontractor Progress Claims

An asterisk (*) below indicates the task is performed in the Commitments tool.

• Create Subcontractor Progress Claims *
  • Send an 'Invite to Bill' to a Progress Claim Contact *
  • Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact *
• Add Progress Claim Contacts to a Purchase Order or Subcontract 
• Bulk Edit the Status of Subcontractor Progress Claims
• Forward a Subcontractor Progress Claim by Email
• Review a Subcontractor Progress Claim an Admin 

Retention

• Create an Progress Claim for Release of Retention
• Set or Release Retention on a Subcontractor Progress Claim

Subcontractor Schedule of Values

• 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
• Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool

Payments Issued

• Add a New Payment to the Payments Issued Tab of the Invoicing Tool
• Enable the Payments Issued Tab for Invoicing

Payment Program

•  Create a Payment Program

Other Tasks

• Compile Progress Claim Backups
• Delete a Subcontractor Progress Claim
• Export a Subcontractor Progress Claim
• Export the Subcontractor Invoicing Page
• Manage Rows and Columns in a Progress Claim's Schedule of Values
• Search, Filter and Group Progress Claims
• View the Summary Preview for a Subcontractor Progress Claim