Submitting a Payment Application for Subcontractors
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.
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 an invoice to your Head 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 period 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.
- Conditional based on project settings. When applicable, use the Stored Materials tab to enter details of materials you stored during the current period.
- Select Save & Continue.
- Enter progress billing on the Progress tab.
- Select Save & Continue.
- When the period allows retention billing, use the Retention tab to view or modify retention values.
- Select Save & Continue.
- Conditional based on document settings. Use the Record Sub-Tiers tab to record billing amounts made to Sub-Tier Subcontractors.
- Select Save & Continue.
- Conditional based on project and document settings. When applicable, use the Additional Information tab to capture hours worked or drug test certifications.
- Select Save & Continue.
- Use the Review tab to review your payment application totals and sign documents before sending your billing to the Main Contractor for approval.
The Next Steps dialogue box confirms you successfully signed the payment application documents and lists your outstanding tasks.
Last Published Wednesday, July 10, 2024