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Recording Progress Billing for Subcontractors

To enter progress billing details as a Subcontractor on the Progress tab of the your Billing Workflow:

1. Navigate to Your Billing Workflow for Subcontractors
   • The action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.

     Notes: 

     • The Enter Billing Details task remains available until the invoice is signed.
     • 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 Invoice link on the Tasks, Project Home, and Draw Home pages.
2. Ensure that you are on the Progress tab.
   • The Progress tab will display first for most users beginning the invoicing process.
   • If a project allows stored material tracking, this will be the second tab in the invoicing process.
   • If the current draw does not allow progress billing, you will not see this tab.
3. Enter billing amounts:
   1. Choose a line to bill against. The selected field will have a darker border than the other cells in the table.

      Unable to edit a field? Some General Contractors use component types to specify how labor or stored materials can be billed. Subcontractor billing is then limited by the component type.

   2. Enter an amount under the Work This Period column. 

      Once an amount billed is entered:

      • Amounts in the % Complete, Completed to Date, and Net This Period are automatically calculated
      • The Retention Held This Period amount is automatically calculated.
        The retention calculation is based on the project's default percentage.
4. Optional. Add comments to a line for later review or as a message to an on-system user. The line item comments entered here are visible to your General Contractor when they view or modify your invoice.
   1. In the Description of Work column, select the speech button icon.

      A Comments and History dialog box displays.

   2. In the available field in the dialog box, enter your comment.
   3. Select Ok.

      The dialog box closes and the speech bubble icon turns blue. Select the blue icon to view available comments.

5. Optional. Use the Contract Level Changes option to quickly calculate billing for the final invoice on a project.
   1. From the More menu select the Contract Level Changes option.

      A dialog box displays.

   2. In the dialog box, select the Bill Full and Final check box.

      The application:

      • Automatically calculates all line items at 100% work completed
      • Reduces retention to 0%
      • Requests all previously held retention.

        Note: For the Bill Full and Final option to calculate work completed and retention requests, the current draw must allow progress and retention billing. If the draw does not allow both, the check box will not be active.

6. Check the invoice totals at the bottom of the page.
7. Select the Save & Continue button to progress to the next tab in your Billing Workflow.

There are two additional ways to update billing totals on the Progress tab:

1. Bill for a completed percentage
2. Bill for stored materials.

Bill % Complete

To bill based on percentage, update the amount in the % Complete field. The Work This Period field shows the dollar amount. All other fields are automatically calculated.

Tip

Invoice amounts may not exceed the remaining balance for any line item.

Bill for Material Stored This Period

Enter the dollar amount of material stored between the draw Period From and Period To dates in the Material Stored This Period field.

Notes:

• Entering an amount in this field automatically adjusts Completed to Date field.
• Need to bill for previously held retention? A General Contractor must allow retention billing for a draw. The page includes a message indicating whether you can bill for retention. You will request retention on the Retention tab of your Billing Workflow.
• The invoice is not submitted for payment until it is signed. Final invoices must be signed by the Subcontractor to be included in a draw.
• Invoices can be saved at any time or edited until the invoice has been signed. You can also move between any of the available invoicing tabs before signing the invoice.
• The Progress tab page automatically includes values for % Complete, Scheduled Value, and Previously Billed amounts. The total in these columns carry over from previous invoices.

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Last Published Monday, February 5, 2024