Disabled Owner Billing Workflow Overview

When creating a project with an off-system Owner or Architect, General Contractors can choose to disable the Owner billing workflow. Disabling the Owner billing workflow streamlines the draw process by enabling Project Managers to bypass your Billing Workflow steps so focus can remain on Subcontractor invoice approval and disbursement.

The Owner billing workflow can also be disabled from the Project Settings page for an existing project. If a project has an on-system Owner or Architect, this setting cannot be disabled.

When disabled:

General Contractors do not submit invoices
The system does not generate Enter Billing Details or Send to Signer steps for General Contractors
Project Managers also cannot link to an on-system Owner or Architect on the Edit Project Participants screen.

Since General Contractors no longer need to submit an invoice during draw periods for projects without Owner billing, the way the draw progresses differs from the process experienced during an Owner billing workflow.

Instead of submitting an Owner invoice, General Contractors will only:

Additionally, the location of the draw on the Draw Home Page changes depending on the current state of Subcontractor payments:

Open—Subcontractor invoicing is still in progress
The following scenarios will place the draw in the Open section:
- Subcontractor invoices are awaiting approval
- The new draw does not yet include Subcontractors
Pending Payment—All Subcontractor invoices are approved
The General Contractor may or may not have closed the draw
Completed—The General Contractor has disbursed payment to all Subcontractors

Next: My Invoice Submission