Edit Subcontract Invoice - Unit Price

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 Edit button 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 Unit Price Items 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 the 'Current Quantity' cell.
    Note: Total invoiced quantity (previous + current) can be greater than esimated project quantity.
  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.
  2. Navigate to an item and enter a value in the 'Current Quantity' cell.
    Note: Total invoiced quantity (previous + current) can be greater than esimated project quantity.
  3. Repeat step above for other items that need to be imported.
  4. Click the 'Import' button shown below the grid.

Edit Billed Retainage/Holdbacks

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