Submitting an Invoice for Subcontractors

Before You Begin

Approve Sub-Tier invoices before entering your own invoice. If you save and submit the invoice to the Signer before approving them, the Sub-Tiers will be excluded from the draw.
Note: Advanced Billing allows you to bill for a Sub-Tier's costs before you receive the Sub-Tier's invoice.
See Working with your Billing Workflow for Subcontractors for a high-level overview of the tabs and options you may see.

Submitting Your Invoice

The Billing Workflow guides you through the steps required to submit your invoice to a General Contractor. Available tabs and options are based on project and document settings chosen by the General Contractor. You can move back and forth between workflow tabs until you proceed to the signing process.

To submit an invoice to your General Contractor:

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 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 Stored Materials tab to enter details of materials you stored during the current period.
Select Save & Continue.
Enter progress billing on the Progress tab.
Select Save & Continue.
When the draw allows retention billing, use the Retention tab to view or modify retention values.
Select Save & Continue.
Conditional based on document settings. Use the Record Sub-Tiers tab to record billing amounts made to Sub-Tier Subcontractors.
Select Save & Continue.
Conditional based on project and document settings. When applicable, use the Additional Information tab to capture hours worked or drug test certifications.
Select Save & Continue.
Use the Review tab to review your invoice totals and sign documents before sending your billing to the General Contractor for approval.
The Next Steps dialog box confirms you successfully signed the invoice documents and lists your outstanding tasks.

For a visual guide on your Billing Workflow, see our video: Watch how to submit an invoice as a Subcontractor.

Next: Specified Billing and Advance Billing