Reviewing or Modifying Billing Details

You can view or modify Received and Approved invoices from the Modify Billing Details page.

To view the billing details of an invoice or modify billing amounts:

  1. Navigate to the Invoices Page
  2. From the Edit column, select the Edit Invoice Details icon.

    The Progress tab of the Modify Billing Details page displays.

    Note: If the draw does not allow progress billing, you may instead see a Retention or Stored Materials tab. It is also possible to see any combination of these three tabs. Available tabs are dependent on both project and draw settings.

  3. From the tab that includes relevant billing details for the draw, review the billing amounts.

    You can choose to approve or reject an invoice after this step.

  4. (Optional) Modify billing amounts.

    If the draw allows progress billing:

    • In the Work This Period column, enter an amount to bill.

      The value in the % Completed column updates in response to the value of work completed.

    • In the % Completed column, enter a number to bill based on percentage of work completed.

      The value in the Work This Period column updates in response to the percentage of work completed.

    • In the Material Stored This Period field, enter a dollar amount for material stored between the Period From and Period To dates.

    If the draw allows retention billing:

    1. Select a line to bill against and enter an amount to bill in the Request Previously Held column.

      This amount cannot exceed the Retention To Date value.

    2. Review the totals at the bottom of the page, including retention, and make any adjustments needed.
  5. Modify the billing amounts.

    The Difference from Submitted column shows the adjustment between what was originally submitted and the modified value.

  6. Select the Comment bubble to view line item comments entered by the Subcontractor. You can also add additional comments.
  7. Select a reason from the SOV line modification reasons drop-down option to explain why you modified a value to the Subcontractor.
  8. Select Modify.
  9. Select the Review tab.
  10. Review the original submitted amount and the revised amount in the Billing Summary card.
  11. Select Reject to send the invoice back to the Subcontractor for review.
    1. (Optional) View line item comments entered by the Subcontractor.
    2. (Optional) Enter additional comments to the Subcontractor.
    3. (Optional) Select the Lock Invoice checkbox to prevent the Subcontractor from changing the invoice correction.
    4. Select Save to save changes to the invoice.
    5. Select Reject to send the invoice back to the Subcontractor for review. The Subcontractor will receive an email prompt to review and resubmit the invoice.

      Note:

      • When locked, the Subcontractor cannot alter their invoice and can only review and accept or reject the correction. To allow Subcontractors to make changes before signing, leave the box unchecked. 

        Need to unlock a Subcontractor invoice?

        See Invoices or Invoices for Subcontractors for details.

      • You cannot approve a modified invoice until the Subcontractor resubmits it.