Invoicing Projects

Available to Office Managers and Admin level users

Inside each project, you will have an "Invoices" bar. To create an invoice for a project, click the "Create Invoice +" button. 

When you go into edit the invoice you have the ability to select days of work to display on the invoice. Any change orders that are approved will automatically be applied to the invoice. You can remove them if needed.

In the "Details" section, you will enter the percentage of the contract amount that you want to bill for. In this section, you will also see the amount previously billed. If there are any approved change orders applied to this invoice they will appear as a separate line item under the "percent of job" line. 

Once you have completed editing the invoice and you click save, you will see any days of work that were applied to this invoice appear as additional pages to the invoice.

Before you send this invoice, you will want to generate a PDF by clicking the "Generate PDF" button. 

   

If any changes are made to this invoice after its initial PDF generation you will need to "Reload PDF". 

When attaching the PDF to the invoice that is sent from CP it will pull the latest generated PDF of this invoice. (Meaning, if you generate the PDF, then make changes to the invoice without reloading the PDF, the invoice PDF you will be attaching will not have the changes you made unless you reload the PDF before you attach it to the invoice.)

Back inside the project, you will notice the "Billed" progress bar will show how much has been billed. You will also be able to see in the "Invoices" tab when the invoice was sent. 

Invoices will stack in the Invoices tab within the project as they are created.

The Invoices List will show ALL production invoices, not just the ones that have been sent.