Convert work orders to prime invoices

Before you begin

• The prime contract type must be Cost Plus with or without GMP.
• The prime contract must be selected on the work order (WO).
• The WO status must be approved.
• The WO billable status must be billable.
• The WO issue and status dates must be earlier than the prime invoice's issue date.
• The estimated or actual values must be higher than zero.
• The WO must not have been previously invoiced.

Run the Work Order to Prime Invoice wizard

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Prime Invoices in the Client Contract Admin section.
3. Select Actions > Add From WO.
4. Optionally, update the Project number as needed.
5. Select the Prime Contract.
6. Select the Value To Use for the invoice item price: Actual or Estimated Sell Total.
7. In the Work Orders section, select one or more WOs that will be included in the prime invoice.
8. Select Next.
9. Optionally, update the Invoice # as needed.

   Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

10. Optionally, update the Order Number.
11. Optionally, update the Issue Date.

    The default value is today's date.

12. Optionally, select the payment Terms.

    Sage Construction Management automatically calculates the Payment Due Date according to the selected term’s text format.

13. Optionally, update the Payment Due Date as needed.
14. Optionally, select the Approved checkbox to set the prime invoice to approved.

    If this checkbox is not selected, the prime invoice will remain in draft status.

15. Optionally, clear the Use Default AR Tax Code or Tag Related Files checkboxes as needed.
16. Select Finish.