Submit and receive progress billings in a standard construction industry format. Sign off on as Approved, Reject or Return Revise and Resubmit
Billing (11:55 minutes)
How it works…
Use the Billing Module to track what payment applications you have submitted to your clients, and which ones your subcontractors have submitted to you
Approve (or return) online based on percentage complete, or lump sum amounts based off of the Schedule of Values established when the contract was setup
Change Orders are automatically added to the SOV once they are approved, allowing you to bill for and not lose track
To Submit a Billing
To submit a billing to a Client, go to the Client Contract or Subcontract module and select an Approved contract that you would like to issue a bill against.
Go to the bottom of the screen and select the Issue a Billing button
The Billing form will appear. Fill in the fields as necessary to complete your billing and select Review Draft of Pay Application
If everything looks good, at the bottom of the screen, select “Send for Approval”. Otherwise, “Go Back & make Changes”. If you are an Administrator, you have the option of Approving this manually.
To View a Billing
From the Billing module, select the orange text associated with the Billing you would like to see.
This is what the Billing looks like in the system. Select Print forms to print a Schedule of Values and a billing cover sheet. Select the one you want to view, download or print.
To Review, Approve, Reject or return a Billing as Revise and Resubmit
From the Billing summary, select the pay application that has been sent to you for approval. Review the details and then:
Approve by selecting Approve and enter in your password to sign digitally.
Return with comments by selecting Reject or Revise and Resubmit
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