Setup Invoice Codes

Use the Setup Invoice Codes page to set up invoice codes to sort, group, and subtotal lines on the invoice on the application. The ability to use these codes depends on which documents the General Contractor chose under the Document Settings section of the Project Settings page.

Invoice Codes allow you to sort, group, and subtotal Schedule of Values (SoV) lines on the invoice.
For example:
- Choose to sort all of the General Conditions lines at the beginning of the invoice and all Change Order lines at the end
- Group SoV lines by specific divisions such as Division 16: Electrical, Division 20: Plumbing, etc.
- Use Invoice Codes to subtotal groups of SoV lines.
Breakout Codes allow you to create multiple invoice forms for one draw.
For example:
- Create two Breakout Codes, one to generate one invoice for material, and one for labor (a third invoice will be generated for the overall project)
- Create a Breakout Code for each purchase order to generate separate invoices to match.
Handling Codes are created to pull specific information into customized invoice (pay application) documents.
Contact Oracle Support for help with document settings.

Setting Up Invoice Codes

Setting Up Breakout Codes

Setting Up Handling Codes

Navigate to the Setup Invoice Codes Page