Submitting your Payment Application
Before You Begin
- Approve Sub-Tier payment applications before entering your own payment application. If you save and submit the payment application to the Signer before approving them, the Sub-Tiers will be excluded from the period.
Note: Advanced Billing allows you to bill for a Sub-Tier's costs before you receive the Sub-Tier's payment application.
See Working with your Billing Workflow for Subcontractors for a high-level overview of the tabs and options you may see.
- For a visual guide on your Billing Workflow, see our video: Watch how to submit an invoice as a Subcontractor.
Note: The above video uses American English and follows a workflow most common in North America.
Submitting Your Payment Application
The Billing Workflow guides you through the steps required to submit your payment application to a Main Contractor. Available tabs and options are based on project and document settings chosen by the Main Contractor. You can move back and forth between workflow tabs until you proceed to the signing process.
To submit a payment application to your Main Contractor:
- Navigate to your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
Notes:
- The Enter Billing Details task remains available until the payment application is signed.
- If the period has previously been rejected, a Re-enter Billing Details task will appear instead.
- The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
- If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Payment Application link on the Tasks, Project Home, and Period Home pages.
The first tab you see depends upon project and draw settings. Most users will see the Progress tab, unless the project tracks stored material usage.
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
- Follow the steps listed in the topics under this section to complete your payment application submission.
Note: The tabs you see on your billing workflow are set by project and draw settings. Skip the topics for the tabs that are not present in your workflow.
Last Published Monday, February 5, 2024