My Invoice Submission

As a General Contractor, you can use the system to submit an invoice to an on-system Owner. When a draw is initiated, users with the Manage Projects permission see the action on the Project Home Page, Draw Home page,and Tasks page to enter billing details.

Tip

Approve Subcontractor invoices before creating the Owner invoice. Ensure all required Subcontractor invoices have been received and approved or rejected. Then close the draw. If you send your invoice to the Signer before approving a Subcontractor's invoice, the Subcontractor will be excluded from the draw.

See the Working with your Billing Workflow topic for more information about the invoicing process and how to navigate through it.

Watch how to review and submit an invoice as a General Contractor (3 minutes)

Watch a detailed explanation of the changes for General Contractors (18 minutes)