Cost Plus subcontract invoice Microsoft Word template
Related information
Related topics
Default template and upload category
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Default Microsoft Word template:
- Simple:SubInvoice-CostPlus-ItemDetails.dot
- With retainage:SubInvoice-CostPlus-ItemDetailsRetainage.dot
- With GMP and retainage:SubInvoice-CostPlus-ItemDetailsGMPRetainage.dot
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Upload feature category: Subcontract Invoice - Cost Plus - Items Details
About bookmarks and mail merge fields
- All bookmarks and mail merge fields are optional.
- There's no limit on the number of times that bookmarks can be repeated. For example:
- CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
- ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.
Bookmarks
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
Prime contract number, type, subject, and scope
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
Prime contract specific address
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
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
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
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- ArchitectE_Signature
- ArchitectE_SignatureDate
- ArchitectE_Initial
Subcontract number, type, subject, and scope
- SubcontractNumber
- SubcontractType
- SubcontractWorkSubject
- SubcontractWorkScope
- SubcontractInclusions
- SubcontractExclusions
- SubcontractClarifications
Subcontract status and dates
- SubcontractIssueDate
- SubcontractIssueDateSpelled
- SubcontractStatus
- SubcontractSignedDate
- SubcontractSignedDateSpelled
- SubcontractNTPDate
- SubcontractEstStartDate
- SubcontractEstSubstantialCompletion
- SubcontractEstFinishDate
Sub invoice from company/contact (subcontractor)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- FromE_Signature
- FromE_SignatureDate
- FromE_Initial
Sub invoice to company/contact (prime contractor)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- ToE_Signature
- ToE_SignatureDate
- ToE_Initial
Sub invoice number, dates, terms, and comments
- SubInvNumber
- SubInvOrderNumber
- SubInvDate
- SubInvDateSpelled
- SubInvPaymentDueDate
- SubInvPaymentDueDateSpelled
- SubInvTerms
- SubInvPrintComments
- SubInvInternalComments
Sub invoice current work completed gross values
- SubInvCurrentTotal
- SubInvCurrentTotalSpelled
The bookmarks do not include retainage and taxation.
Sub invoice retainage percentages
- SubInvWorkRetainagePercent
- SubInvMaterialRetainagePercent (applicable to Fixed Lump Sum invoices only)
Sub invoice previous, current, and total retainage
- SubInvPreviousRetainTotal
- SubInvCurrentRetainTotal
- SubInvRetainTotal (includes billed retainage)
Sub invoice previous, current, and total billed retainage
- SubInvPreviousBilledRetainTotal
- SubInvCurrentBilledRetainTotal
- SubInvBilledRetainTotal
Sub invoice current net values
- SubInvCurrentLessRetainSubtotal
- SubInvCurrentLessRetainSubtotalSpelled
- SubInvCurrentLessRetainTaxTotal
- SubInvCurrentLessRetainTaxTotalSpelled
- SubInvCurrentLessRetainTotal
- SubInvCurrentLessRetainTotalSpelled
The following fields are applicable to Fixed Lump Sum and Cost Plus with GMP invoices only:
- SubInvPercentComplete
- SubInvBalanceToFinishSOVGrossSubtotal
- SubInvBalanceToFinishSCOsGrossSubtotal
- SubInvBalanceToFinishGrossSubtotal
Is equal to the SubInvRevisedContractSubtotal minus the SubInvTotal.
- SubInvBalanceToFinishSubtotal
Is equal to the SubInvRevisedContractSubtotal minus the SubInvTotal minus the SubInvRetainTotal.
- SubInvBalanceToFinishTaxTotal
- SubInvBalanceToFinishTotal
- SubInvLessRetainSubtotal
Is equal to the SubInvPreviousLessRetainSubtotal plus the SubInvCurrentLessRetainSubtotal.
- SubInvLessRetainTaxTotal
- SubInvLessRetainTotal
Learn more about the breakdown of SubInvCurrentLessRetainTaxTotal per tax code.
Mail merge fields
Invoice items
Merge table start and end tags: SubInvItems
- ItemNumber
- ItemCode
- ItemUPC
- ItemManufacturer
- ItemManufacturerPartNumber
- ItemDescription
- ItemUnit
- ItemQuantity
- ItemUnitPrice
- ItemTotal
- ItemRetainage
- ItemLessRetainageSubtotal
- ItemLessRetainageTaxTotal
- ItemLessRetainageTotal
- ItemCostCode
- ItemTaxCode
Billed retainage per job cost code
Merge table start and end tags: SubInvBilledRetainage
- JCCOrderNumber
- JCCCode
- JCCDescription
- JCCPreviousRetainTotal
- JCCCurrentRetainTotal
- JCCCurrentBilledRetainTotal
- JCCRetainTotal
Is equal to the sum of the JCCPreviousRetainTotal and the JCCCurrentRetainTotal, minus the JCCCurrentBilledRetainTotal.