Reviewing or Modifying Billing Details

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

  1. Navigate to the Manage Invoices Page
  2. From the Status column, select Edit Invoice Details. The Billing/Approval Workflow is displayed.
  3. Review the billing amounts in the Progress or Retention tabs.

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

  4. Modify the billing amounts. The Difference from Submitted column shows the adjustment between what was originally submitted and the modified value.
  5. Select the Comment bubble to view line item comments entered by the Subcontractor. You can also add additional comments.
  6. Select a reason from the SOV line modification reasons drop-down option.
  7. Select Modify.
  8. Select the Review tab.
  9. Review the Billing Summary card which shows the original submitted amount and the revised amount.
  10. Select Reject to send the invoice back to the Subcontractor for review.
    1. (Optional) View line item comments entered by Subcontractors.
    2. (Optional) Enter additional comments to Subcontractor.
    3. (Optional) Choose the Lock Invoice check box to prevent the Subcontractor from changing the invoice correction.
    4. Select the Save  button to save changes to the invoice.
    5. Select Reject to send the invoice back to the Subcontractor for review. An email will be sent prompting the Subcontractor to review and resubmit the invoice.

      Note:

      • When locked, the invoice cannot be altered. The Subcontractor will be able to review and accept the correction. To allow Subcontractors to make changes before signing, leave the box unchecked. 

        Need to unlock a Subcontractor invoice?

        See Manage Invoices or Manage Invoices for Subcontractors for details.

      • A modified invoice cannot be approved until it is resubmitted by the Subcontractor.