Reviewing your Billing and Proceeding to Signing
To review and continue to signing your draw documents:
- 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 action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.
- Select the Review tab.
- From the Billing Summary card, review your billing summary.
- Enter an invoice number. This is a required field and you cannot proceed to signing without it.
- Optional. Select No, take me to billing values to continue modifying your invoice amounts on previous tabs in your Billing Workflow.
Unable to send your invoice to the Signer?
If Oracle failed to collect your usage fee for this contract, your organization will be blocked from signing billing documents. For more information on usage fee failures and how to fix them, see Usage Fee Failures.
- Select the Yes, proceed to signing button.
The application will generate your documents. This process usually takes less than five seconds but can take longer if you have a long schedule of values. The page will automatically update when the documents have generated.
When the documents have generated:
- If you are the Signer, a Sign Billing Documents card displays. You will use this and additional cards to access DocuSign to sign all draw documents, including lien waivers and, when applicable, sworn statements.
- If you are not the Signer, the application will email the Signer a task to sign the documents. You can see the status from this page.
Last Published Wednesday, July 10, 2024