View/Add/Edit Contract Invoice – Form Layout and Navigation
Updated
View/Add/Edit Contract Invoice – Form Layout and Navigation
Suggested Prior Reading
Contract Invoice – Overview
Contract Invoice – Status
Contract Invoice – List Layout and Navigation
List of All Invoices for all Contracts – Layout and Navigation
List of Invoices for a specific Contract - Layout and Navigation
Add Contract Invoice
View or Edit an existing Contract Invoice
Overview
The View/Add/Edit Contract Invoice Form is where Contract Invoices are viewed, added, edited or deleted. The Contract View/Add/Edit form can be accessed from different places as outlined in the Suggested Prior Reading.
The Contract Invoice View/Add/Edit form has the following main sections;
Form header - if a new Contract Invoice is being added displays “New Invoice” or if an existing Contract Invoice is being viewed or edited, displays the Contract Invoice number.
The Related Contract number displays below that.
Email & Export – If this is not a new Contract Invoice, there will be two buttons to the right hand top side of the form. Email enables sending a link to the Invoice. Export, creates a PDF with the Invoice information.
Status and Form Navigation Menu - Below the Form Header is a row that displays the Status (and where the status can be changed). This row also displays the form navigation menu options.
Form Navigation Menu Options
General – This is always visible and is the default form that shows. It contains all the general information such as Notes and Due Dates and is where that information can be viewed and maintained.
Schedule of Values - This is always visible and is where the detailed Contract Invoice Schedule of Values line items are viewed and maintained.
The menu options may appear with a () and a number next to it. This is the number of items in that section.
Summary –The summary tab shows the application for payment for the invoice on that subcontract. It is a representation of what is being paid in this invoice, what has already been paid, and what is left to be paid.
The status of the Invoice can set to manage the Invoice throughout its life cycle.
The status can be changed directly from the drop down. For more information on the statuses see Contract Invoice - Status.
Sync to ERP
If you are syncing to an ERP system, a Sync to ERP button appears at the bottom right of the form. Click this option to sync the individual Invoice (if not already sync’d) to the ERP system. These invoices will be added as “Bills” in Quickbooks for the project or for the Client (if projects have not been setup in Quickbooks).
Steps
Click on the Navigation menu text to toggle between the different forms. The currently selected form will have the text highlighted in blue.
Change or Set the Contract Invoice Status
View/Add/Edit Contract Invoice - General Information
View/Add/Edit Contract Invoice - Schedule of Values
See Also
Budget
