Submitting your Invoice

Before You Begin

Approve Sub-Tier invoices before entering your own invoice. If you save and submit the invoice to the Signer before approving them, the Sub-Tiers will be excluded from the draw.
Note: Advanced Billing allows you to bill for a Sub-Tier's costs before you receive the Sub-Tier's invoice.
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.

Submitting Your Invoice

The Billing Workflow guides you through the steps required to submit your invoice to a General Contractor. Available tabs and options are based on project and document settings chosen by the General Contractor. You can move back and forth between workflow tabs until you proceed to the signing process.

To submit an invoice to your General Contractor:

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.
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.
Follow the steps listed in the topics under this section to complete your invoice 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