Client Billing

As a Head Contractor, you can submit a pay application to an on-system Client or Owner, or generate claim documents in a manner similar to Subcontractors. When a period is initiated, users with Manage Projects permissions see the action on the Project Home page Draw Home page,and Tasks page to enter billing details.

Tip

Approve Subcontractor progress claims before creating the client claim. Ensure all required Subcontractor claims have been received and approved, then close the period to prevent further claims from being submitted. If you send your progress claim to the Signer before approving a Subcontractor's progress claim, the Subcontractor will be excluded from the period.

See Manage Claims, Close Period and Reviewing your Billing and Proceeding to Signing.

Progress Claim Worksheet

Billing Workflow: Enter self-performed work details in the following fields of the Claim Worksheet:
- % Complete
- Work Completed This Period Amt
- Material Stored This Period
- Total Completed and Stored to Date
See Recording Progress for Head Contractors.
The system automatically calculates the other fields

See the Enter Progress Claim Table Overview topic for more information about the lines and fields on the claim worksheet.

Claim Options

Bill for Retention: Enter a claim that includes retention reimbursement
See Billing for Retention.
Upload Progress Claim: Import a CSV claim file from your accounting system
Use Unit Billing: For projects that use the Display Units setting, you can bill by quantity (instead of dollar amounts)
See Billing by Units.
Sign Documents: Once the claim is created, sign the period documents to send the payment claim for approval, or print the generated documents to send to an off-system client.
See Signing Claims and Period Documents.

Next: Enter Progress Claim