Edit Subcontract Invoice - Fixed Lump Sum

Edit Sub Invoice Header Information

  1. At the Sub Invoice listing, click on the Invoice # to view the details.
  2. Review the Lock status to make sure it is unchecked. Admins can temporarily unlock it even if it has been exported.
  3. Click the pencil icon to the right of the "Sub Invoice Information" section title shown at the top.
  4. Edit the Sub Invoice header information as needed.
  5. Click 'Save and Close'.

Edit Original Subcontract Items (aka Schedule of Values) or SCOs

  1. With the Sub Invoice form open, review the Lock status to make sure it is unchecked. Admins can temporarily unlock it even if it has been exported.
  2. Scroll down to the 'Invoice Details' section.
  3. Click on 'View Invoice Details - Original Subcontract Items' or 'View Invoice Details - SCO Items' link.

  To edit an existing item in the list:

  1. Navigate to an item and enter a value in either the 'Current Work', 'Current Stored', or '% Complete' cell.  (See Invoice Amount Notes below.)
  2. Repeat step above for other items that are being billed this period.
  3. Click the 'Save' or 'Save and Close' button shown below the grid.

  To add/import a items not in the list:

  1. Click the 'Import' button shown above the grid and to the right. This will list items that are not 100% percent billed.
  2. Navigate to an item and enter a value in either the 'Current Work', 'Current Stored', or '% Complete' cell.  (See Invoice Amount Notes below.)
  3. Repeat step above for other items that need to be imported.
  4. Click the 'Import' button shown below the grid.

  To apply a global change to selected items or to delete:

  1. Select one or more items by using the checkbox shown on the left.
  2. Click 'Global Changes'. This will open a popup form.
  3. Select one of the following options:
    • Tax Code
    • Current Work  (See Invoice Amount Notes below.)
    • Current Stored  (See Invoice Amount Notes below.)
    • % Complete  (See Invoice Amount Notes below.)
    • Delete
  4. Click the 'Save' button shown within the form.

  Invoice Amount Notes:

  • Current Work and Stored values DO NOT include previous amounts and are the net values just for the current billing period.
  • % Complete is an overall percentage and DOES include prior billing periods.

Edit Billed Retainage/Holdbacks

See Releasing Sub Invoice Retainage/Holdbacks (aka Billed Retainage/Holdbacks)