Invoicing: Access Invoices from the Project Tools
This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: February 27, 2019 / Feature Released: April 8, 2019
Easily access your invoices from the project-level tool menu! From the Invoicing tool, you can track all of your subcontractor and owner invoices. You can also perform key invoicing functions, such as inviting your subcontractors to bill, updating invoice status, and managing your invoice settings.
- The Owner sub-tab displays all of the invoices on the project's prime contract, while the Subcontractor sub-tab displays all of the invoices from the project's commitments. The Search and Add Filter fields help you quickly find invoices; you can search by keyword, or filter by criteria (Billing Period, Contract, Payment Status, Invoice Status, etc.) You can also group your invoices by these criteria. Select invoices using the checkboxes to reveal invoicing actions applicable to each tab.
- Edit your billing periods in the Billing Periods sub-tab, or click the Create Billing Period button to define a new billing period.
- View and manage your invoice settings by clicking on the gear icon at the top-left.
For more information, see the Invoicing tool landing page.