Email Template - Subcontract Invoice - To Vendor

Default Template

Default Template:SubInvoice.html
Upload Feature Category:Subcontract Invoice

Bookmark Formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

• Bookmark Name: ProjectNumber
• Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General Project Information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project Bid Date, Plan Room Info, Estimated Dates, and Stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectSalesPersonTitle
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectBidContactTitle
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress
• ProjectManagerTitle

Bookmarks - Prime Contract - Number, Type, Subject, and Scope

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications

Bookmarks - Prime Contract - Specific Address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - Prime Contract - Referenced Owner or Client

• OwnerPrefix
• OwnerFirstName
• OwnerMiddleName
• OwnerLastName
• OwnerSuffix
• OwnerContact
• OwnerTitle
• OwnerMobilePhone
• OwnerEmail
• OwnerCompanyCode
• OwnerCompany
• OwnerAddress1
• OwnerAddress2
• OwnerCity
• OwnerState
• OwnerZipCode
• OwnerCountry
• OwnerPhone
• OwnerPhone2
• OwnerFax
• OwnerWebsite
• OwnerGovTaxID

Bookmarks - Prime Contract - Referenced Architect

• ArchitectPrefix
• ArchitectFirstName
• ArchitectMiddleName
• ArchitectLastName
• ArchitectSuffix
• ArchitectContact
• ArchitectTitle
• ArchitectMobilePhone
• ArchitectEmail
• ArchitectCompanyCode
• ArchitectCompany
• ArchitectAddress1
• ArchitectAddress2
• ArchitectCity
• ArchitectState
• ArchitectZipCode
• ArchitectCountry
• ArchitectPhone
• ArchitectPhone2
• ArchitectFax
• ArchitectWebsite
• ArchitectGovTaxID

Bookmarks - Subcontract - Number, Type, Subject, and Scope

• SubcontractNumber
• SubcontractType
• SubcontractWorkSubject
• SubcontractWorkScope
• SubcontractInclusions
• SubcontractExclusions
• SubcontractClarifications

Bookmarks - Subcontract - Status and Dates

• SubcontractIssueDate
• SubcontractIssueDateSpelled
• SubcontractStatus
• SubcontractSignedDate
• SubcontractSignedDateSpelled
• SubcontractNTPDate
• SubcontractEstStartDate
• SubcontractEstSubstantialCompletion
• SubcontractEstFinishDate

Bookmarks - Subcontract - Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day

• SubcontractWorkRetainagePercent
• SubcontractMaterialRetainagePercent
• SubcontractSubtotal
• SubcontractSubtotalSpelled
• SubcontractTaxTotal
• SubcontractTaxTotalSpelled
• SubcontractTotal
• SubcontractTotalSpelled
• SubcontractGMP
• SubcontractLiquidDamagesPerDay
• SubcontractIncentivePerDay

Bookmarks - Sub Invoice - From Company/Contact (Prime Contractor)

• FromPrefix
• FromFirstName
• FromMiddleName
• FromLastName
• FromSuffix
• FromContact
• FromTitle
• FromMobilePhone
• FromEmail
• FromCompanyCode
• FromCompany
• FromAddress1
• FromAddress2
• FromCity
• FromState
• FromZipCode
• FromCountry
• FromPhone
• FromPhone2
• FromFax
• FromWebsite
• FromGovTaxID

Bookmarks - Sub Invoice - To Company/Contact (Subcontractor)

• ToPrefix
• ToFirstName
• ToMiddleName
• ToLastName
• ToSuffix
• ToContact
• ToTitle
• ToMobilePhone
• ToEmail
• ToCompanyCode
• ToCompany
• ToAddress1
• ToAddress2
• ToCity
• ToState
• ToZipCode
• ToCountry
• ToPhone
• ToPhone2
• ToFax
• ToWebsite
• ToGovTaxID

Bookmarks - Sub Invoice - Number, Dates, Terms, Comments

• SubInvNumber
• SubInvOrderNumber
• SubInvDate
• SubInvDateSpelled
• SubInvPaymentDueDate
• SubInvPaymentDueDateSpelled
• SubInvTerms
• SubInvPrintComments
• SubInvInternalComments

Bookmarks - Sub Invoice - Previous and Current Change Orders

Bookmarks below apply to Fixed Lump Sum subcontracts only.

• SubInvPreviousSCOSubtotal
• SubInvPreviousSCOTaxTotal
• SubInvPreviousSCOTotal
• SubInvCurrentSCOSubtotal
• SubInvCurrentSCOTaxTotal
• SubInvCurrentSCOTotal

Bookmarks - Sub Invoice - Revised Contract Totals

• SubInvOriginalContractSubtotal
• SubInvOriginalContractTaxTotal
• SubInvOriginalContractTotal
• SubInvNetChangesSubtotal     (SubInvPreviousCOSubtotal + SubInvCurrentCOSubtotal)
• SubInvNetChangesTaxTotal     (SubInvPreviousCOTaxTotal + SubInvCurrentCOTaxTotal)
• SubInvNetChangesTotal     (SubInvPreviousCOTotal + SubInvCurrentCOTotal)
• SubInvRevisedContractSubtotal
• SubInvRevisedContractTaxTotal
• SubInvRevisedContractTotal

Bookmarks - Sub Invoice - Gross Values - Previous Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

• SubInvPreviousWorkTotal
• SubInvPreviousStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvPreviousTotal
• SubInvPreviousBilledScheduleOfValues     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvPreviousBilledSCOs     (Applies to Fixed Lump Sum Subcontracts Only)

Bookmarks - Sub Invoice - Gross Values - Current Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

• SubInvCurrentWorkTotal
• SubInvCurrentStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvCurrentTotal
• SubInvCurrentTotalSpelled
• SubInvCurrentBilledScheduleOfValues     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvCurrentBilledSCOs     (Applies to Fixed Lump Sum Subcontracts Only)

Bookmarks - Sub Invoice - Gross Values - Total Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

• SubInvWorkTotal
• SubInvStoredTotal
• SubInvTotal     (SubInvWorkTotal + SubInvStoredTotal)
• SubInvTotalBilledScheduleOfValues
• SubInvTotalBilledSCOs

Bookmarks - Sub Invoice - Retainage Percentages

• SubInvWorkRetainagePercent
• SubInvMaterialRetainagePercent     (Applies to Fixed Lump Sum Subcontracts Only)

Bookmarks - Sub Invoice - Retainage - Previous, Current, and Total

Stored refers to Stored Materials.

• SubInvPreviousRetainWorkTotal
• SubInvPreviousRetainStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvPreviousRetainTotal
• SubInvCurrentRetainWorkTotal
• SubInvCurrentRetainStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvCurrentRetainTotal
• SubInvRetainWorkTotal
• SubInvRetainStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvRetainTotal

Bookmarks - Sub Invoice - Billed Retainage - Previous, Current, and Total

• SubInvPreviousBilledRetainWorkTotal
• SubInvPreviousBilledRetainStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvPreviousBilledRetainTotal
• SubInvCurrentBilledRetainWorkTotal
• SubInvCurrentBilledRetainStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvCurrentBilledRetainTotal
• SubInvBilledRetainWorkTotal
• SubInvBilledRetainStoredTotal     (Applies to Fixed Lump Sum Subcontracts Only)
• SubInvBilledRetainTotal

Bookmarks - Sub Invoice - Previous Net Values and Balance To Complete

• SubInvPreviousLessRetainSubtotal
• SubInvPreviousLessRetainTaxTotal
• SubInvPreviousLessRetainTotal
• SubInvPreviousBalanceToFinishSubtotal     (includes Retainage)
• SubInvPreviousBalanceToFinishTaxTotal
• SubInvPreviousBalanceToFinishTotal

Bookmarks - Sub Invoice - Current Net Values and Balance To Complete

• SubInvCurrentLessRetainSubtotal
• SubInvCurrentLessRetainSubtotalSpelled
• SubInvCurrentLessRetainTaxTotal
• SubInvCurrentLessRetainTaxTotalSpelled
• SubInvCurrentLessRetainTotal
• SubInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus With GMP invoices only:

• SubInvPercentComplete
• SubInvBalanceToFinishSOVGrossSubtotal
• SubInvBalanceToFinishSCOsGrossSubtotal
• SubInvBalanceToFinishGrossSubtotal     (SubInvRevisedContractSubtotal - SubInvTotal)
• SubInvBalanceToFinishSubtotal     (SubInvRevisedContractSubtotal - (SubInvTotal - SubInvRetainTotal))
• SubInvBalanceToFinishTaxTotal
• SubInvBalanceToFinishTotal
• SubInvLessRetainSubtotal     (SubInvPreviousLessRetainSubtotal + SubInvCurrentLessRetainSubtotal)
• SubInvLessRetainTaxTotal
• SubInvLessRetainTotal