Working with the Invoices Page

Invoices page showing search and filter options above a table of subcontractor invoices with approval statuses, billing values, attachments, documents, totals, and action controls, with numbered callouts identifying key page elements.

The Invoices page shows all the Subcontractors who were invited to submit an invoice for a draw.

  1. Search: Enter a word or phrase to filter the invoices shown in the Invoices Table. You can search by multiple constraints by pressing Enter after each input.

    For example: In the Search field, type a Subcontractor's name, press Enter, and then add an invoice number.

  2. Quick Filters: Select a predefined filter to limit results in the Invoices Table by My Approvals, Status Received, or Contract Billed Percent Under 100%.
  3. Classic View: Access the old Manage Invoices page. This page will remain accessible for a limited amount of time while users familiarize themselves with the new workflow.
  4. Approve: Approve a selected invoice from the Invoices Table.

    See Approving Subcontractor Invoices.

  5. Reject: Reject a selected invoice from the Invoices Table.

    See Rejecting a Subcontractor Invoice.

  6. More Actions Menu:
    • Unlock: Only available when the Invoices Table includes at least one locked invoice. Choose a locked invoice and then select Unlock to allow the Subcontractor to edit their invoice.
    • Send Draw Warning: Choose an invoice from the Invoices Table and select Send Draw Warning to email a warning about a draw closing to the Subcontractor.
    • Send Draw Warning All: Send an email warning about a draw closing to all Subcontractors with invoices in an Awaiting status.
  7. Export: Select this option to open a Print & Export options drawer from which you can download a copy of the page in a CSV file format. If you want to save a copy of the page as a PDF or print it, you can select the Open Print Preview button from the drawer.
  8. Columns: Opens a Columns drawer. From the drawer, you can select columns to include in the Invoices table and reorder your included columns.

    Note: The Organization, Status, Contract, and Edit columns are always included and you cannot reorder them.

  9. Invoices Table:
    • Organization: The name of the organization associated with the invoice.
    • Status: The status of the invoice.
      • Awaiting: Invoice has not been received.
      • Received: Invoice has been received and can be approved or rejected.
      • Modified: Invoice has been received and modified but has not been rejected to the Subcontractor yet.
      • Rejected: Invoice has been rejected and the Subcontractor has not resubmitted.
      • Approved: Invoice has been approved.
      • Rejected (Locked): Invoice has been rejected, modified, and locked.
    • Contract: The contract number associated with the invoice. Select the contract number to navigate to the Contract Status page where you can view contract details.
    • Edit: Navigate to the Modify Billing Details page where you can edit the Subcontractor's invoice details. If you edit the invoice, the Subcontractor will need to review those changes and approve them before you can proceed with the invoice approval process.
    • Invoice Number: A unique number assigned to the invoice by the General Contractor or their accounting system. Select the invoice number to navigate to the Invoice Control Log.
    • Approval Method: Displays the approval method your organization must use to approve or reject the invoice. Approval methods include standard, parallel, and serial approval. Serial and parallel approvers can select a link to view the Invoice Control Log.
    • Specified Billing: Shows whether an invoice uses specified billing. When a contract uses specified billing, the General Contractor creates and edits the invoice and the Subcontractor either approves or rejects their recorded billing.
    • Final: Indicates whether the Subcontractor has submitted the final pay application for a project. If you reject the invoice, the system removes the checkmark from the its Final Invoice cell.
    • Attachments: Shows the number of attachments linked to the invoice. Select the number to navigate to the Attachments page.
    • Documents: Shows the number of documents attached to the invoice. Select the number to open a drawer. From the drawer, you can preview a document or navigate to either the Invoice Control Log or the View Draw Request page.
    • Scheduled Value: The current value of the contracted line items.
    • Work Completed Previous: The sum of work completed prior to this draw period.
    • Work Completed This Period: The sum of work completed this period and material presently stored.
    • Material Stored This Period: The dollar amount of material stored between the draw Period From and Period To dates for this draw.
    • Total Completed and Stored to Date: The dollar amount of material stored prior to this draw period.
    • Completed %: The percentage of work completed in the current draw and across all previous draws.
    • Balance to Finish: The amount left to bill on the contract (the total amount of work outstanding on the contract).
    • Retention Held This Period: The dollar amount of the organization's billing held as retention for the current draw.
    • Retention %: The percentage of the organization's billing held as retention for the current draw.
    • Retention Previously Held: The total retention held in prior draws.
    • Retention Requested This Period: Total amount of retention requested this draw period.
    • Net Invoice: The total invoice value minus retention.
    • Date Submitted: The date the organization submitted the invoice for approval.
    • Date Approved: The date the General Contractor approved the invoice.
    • Date Draw Warning Sent: The date the General Contractor sent a draw warning to the Subcontractor organization.
    • Contract Comment: Comments associated with the contract for which the Subcontractor submitted the invoice.

Projects with Textura Payment Accelerator Programs

When a project is included in a Textura Payment Accelerator Program (TPA), the Manage Invoices page indicates when invoices use the TPA Payment Type.

Contact your Textura implementation team to learn more about Textura Payment Accelerator Programs.