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Progress Tab for Subcontractors

Configuring Unit Billing for Subcontractors

If your project uses Unit Price Billing, you may enter an invoice in units and quantities instead of dollar amounts. Some specialized invoice formats require Unit Price Billing.

From the Table View drop-down list, select the Unit option to view additional fields in the invoice table:

• Unit Price
• Unit Name
• Scheduled Qty (Quantity)
• Previous Qty (Quantity)
• Qty (Quantity) This Period
• Material Qty (Quantity) This Period
• Qty (Quantity) Completed to Date

1. Navigate to Your Billing Workflow for Subcontractors
   • The action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.

     Notes: 

     • The Enter Billing Details task remains available until the invoice is signed.
     • The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
     • If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Invoice link on the Tasks, Project Home, and Draw Home pages.
   • The Progress tab will display first for most users beginning the invoicing process.
   • If a project allows stored material tracking, this will be the second tab in the invoicing process.
   • If the current draw does not allow progress billing, you will not see this tab.
2. Enter billing amounts:
   1. Choose a line to bill against. The selected field will have a darker border than the other cells in the table.
   2. In the Work Completed This Period Qty column, enter a quantity.
      • Amounts in the % Complete, Work Period, and Qty Completed To Date columns automatically update once the amount billed is entered.
      • Retention This Period automatically calculates based on the contract's default percentage, which is selected by the General Contractor.
3. Select the Save & Continue button to progress to the next tab in your billing workflow.

   Note: The invoice is not submitted for payment until it is signed. Final invoices must be signed by the Subcontractor in order to be included in a draw.

Next: Declining to Invoice for Subcontractors

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Last Published Wednesday, July 10, 2024