Create a Payment Schedule
Limited Release
These steps below describe how to create a payment schedule using the modernized experience for the Commitments tool (see Project Financials: Modernized Experience for the Commitments Tool) and the modernized experience for subcontractor invoices (see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing).
If you are using the legacy experience for the Commitments tool, see Create a Payment Schedule.
Note
Objective
Background
Things to Consider
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- In the table, choose one of these options:
- Locate the invoice that you want to create the payment schedule for. Next, click its Invoice # link to open it.
OR - Locate the commitment associated with the invoice that you want to create the payment schedule for. Then, click its Contract link to open the commitment. In the commitment, click the Invoices tab. Locate the latest invoice in the Invoices (Requisitions) table. The click the Invoice Position or Invoice # link to open it.
Tip
How do I find the latest invoice? Review the values in the Invoice Position column. Each invoice is assigned a number, in the order invoices are created. This column sorts invoices from newest to oldest by default. To change the sort order, click the Overflow menu in the column heading and choose one (1) of the Sort By This Column options.
- Locate the invoice that you want to create the payment schedule for. Next, click its Invoice # link to open it.
- Click the Export button and choose the PDF option.
Example