Submitting your Invoice

Before you Begin

Approve Subcontractor invoices before creating the Owner invoice. Ensure all required Subcontractor invoices have been received and approved or rejected. If you send your invoice to the Signer before approving a Subcontractor's invoice, the Subcontractor will be excluded from the draw.
See Working with your Billing Workflow for a high-level overview of the tabs and options you may see.

The Billing Workflow guides you through all the steps required to submit your invoice. The tabs and options you see in the workflow, are based on your document and project settings. You can go back and forth between the tabs in the workflow until you proceed to the signing process.

To submit your invoice:

Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct draw number.The link name will change depending on your workflow step.
- From the Project Home Page or Tasks page, choose the Enter Billing link with the correct draw number. The link name will change depending on your workflow step.
The first tab you see depends upon project and draw settings. Most users will see the Progress tab, unless the project tracks stored material usage.
Conditional based on project settings. When applicable, use the Recording Stored Materials for General Contractors tab to enter details of materials you have stored during this billing period.
Select Save & Continue.
Enter your progress billing on the Recording Progress for General Contractors tab.
Select Save & Continue.
When the draw allows retention billing use the Retention Tab for General Contractors tab to view or modify retention values.
Select Save & Continue.
Conditional based on project and document settings. When applicable, use the Recording Hours Worked and Drug Testing Certification tab to capture hours worked or drug test certifications.
Select Save & Continue.
Use the Reviewing Your Billing and Proceeding to Signing tab to review your invoice totals, sign documents, sign lien waivers, and send your invoice for approval.
The Next Steps dialog box displays the status of your invoice and lists your next tasks.

Next: Stored Materials Tab for General Contractors