Edit a subcontract invoice for a Fixed Lump Sum subcontract

  • The subcontract invoice must not be locked. If a subcontract invoice is locked, an administrator can temporarily unlock it, even if it has already been exported.

Open the subcontract invoice details

  1. Go to Projects and select the appropriate project in the Quick Select section.

  2. On the Project Home page, select Sub Invoices in the Procurement section.

  3. Optionally, use the Search field to filter the list.

  4. Select the subcontract invoice number from the list.

Edit the subcontract invoice header information

  1. Select Edit.
  2. Update the available fields as needed.
  3. Select Save & Close.

Edit the original subcontract items (schedule of values)

  1. In the Invoice Details section, select View Invoice Details - Original Subcontract Items.
  2. To add or import items, do the following:
    1. Select Import.
    2. Select one or more of the unbilled items.
    3. For each selected item, enter the Current Work, Current Stored, or % Complete.
    4. Select Import.
  3. To edit an item, update the Current Work, Current Stored, or % Complete for the item as needed.
  4. To edit multiple items, do the following:
    1. Select the appropriate items from the list.
    2. Select Choose Bulk Action.
    3. Select one of the following options:
      • Select Tax Code and select a code in the dropdown.
      • Select Current Work and enter a value in the field.
      • Select Current Stored and enter a value in the field.
      • Select % Complete and enter a value in the field.
      • Select Delete to delete the selected items.
    4. Select Save.
  5. Select Save & Close.

Edit the SCO items

  1. In the Invoice Details section, select View Invoice Details - SCO Items.
  2. To add or import items, do the following:
    1. Select Import.
    2. Select one or more of the unbilled items.
    3. For each selected item, enter the Current Work, Current Stored, or % Complete.
    4. Select Import.
  3. To edit an item, update the Current Work, Current Stored, or % Complete for the item as needed.
  4. To edit multiple items, do the following:
    1. Select the appropriate items from the list.
    2. Select Choose Bulk Action.
    3. Select one of the following options:
      • Select Tax Code and select a code in the dropdown.
      • Select Current Work and enter a value in the field.
      • Select Current Stored and enter a value in the field.
      • Select % Complete and enter a value in the field.
      • Select Delete to delete the selected items.
    4. Select Save.
  5. Select Save & Close.

  • Current Work and Current Stored values reflect only the amounts for the current billing period. They do not include any amounts from previous periods.

  • % Complete represents the cumulative progress and does include values from prior billing periods.

Posted May 13, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.