Subcontract invoice to vendor email template

Default template

Default template:SubInvoice.html
Upload feature category:Subcontract Invoice

Bookmark formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

Bookmark Name: ProjectNumber
Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General project information

ProjectNumber
ProjectTitle
ProjectDescription
ProjectAddress1
ProjectAddress2
ProjectCity
ProjectState
ProjectZipCode
ProjectCountry
ProjectPhone
ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

ProjectOwnerBidDate
ProjectOwnerBidTime
ProjectPlanRoomInfo
ProjectStartDate
ProjectFinishDate
ProjectSalesPerson
ProjectSalesPersonMobilePhone
ProjectSalesPersonEmailAddress
ProjectSalesPersonTitle
ProjectBidContact
ProjectBidContactMobilePhone
ProjectBidContactEmailAddress
ProjectBidContactTitle
ProjectManager
ProjectManagerMobilePhone
ProjectManagerEmailAddress
ProjectManagerTitle

Bookmarks - Prime contract number, type, subject, and scope

PrimeContractNumber
PrimeContractType
PrimeContractWorkSubject
PrimeContractWorkScope
PrimeContractInclusions
PrimeContractExclusions
PrimeContractClarifications

Bookmarks - Prime contract address-specific

PrimeContractAddress1
PrimeContractAddress2
PrimeContractCity
PrimeContractState
PrimeContractZipCode
PrimeContractCountry
PrimeContractPhone
PrimeContractFax

Bookmarks - 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

Bookmarks - 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

Bookmarks - Subcontract number, type, subject, and scope

SubcontractNumber
SubcontractType
SubcontractWorkSubject
SubcontractWorkScope
SubcontractInclusions
SubcontractExclusions
SubcontractClarifications

Bookmarks - Subcontract status and dates

SubcontractIssueDate
SubcontractIssueDateSpelled
SubcontractStatus
SubcontractSignedDate
SubcontractSignedDateSpelled
SubcontractNTPDate
SubcontractEstStartDate
SubcontractEstSubstantialCompletion
SubcontractEstFinishDate

Bookmarks - Subcontract retainage percentages, original contract amounts, and damages or incentives per day

SubcontractWorkRetainagePercent
SubcontractMaterialRetainagePercent
SubcontractSubtotal
SubcontractSubtotalSpelled
SubcontractTaxTotal
SubcontractTaxTotalSpelled
SubcontractTotal
SubcontractTotalSpelled
SubcontractGMP
SubcontractLiquidDamagesPerDay
SubcontractIncentivePerDay

Bookmarks - Sub invoice from company/contact (prime contractor)

FromPrefix
FromFirstName
FromMiddleName
FromLastName
FromSuffix
FromContact
FromTitle
FromMobilePhone
FromEmail
FromCompanyCode
FromCompany
FromAddress1
FromAddress2
FromCity
FromState
FromZipCode
FromCountry
FromPhone
FromPhone2
FromFax
FromWebsite
FromGovTaxID

Bookmarks - Sub invoice to company/contact (subcontractor)

ToPrefix
ToFirstName
ToMiddleName
ToLastName
ToSuffix
ToContact
ToTitle
ToMobilePhone
ToEmail
ToCompanyCode
ToCompany
ToAddress1
ToAddress2
ToCity
ToState
ToZipCode
ToCountry
ToPhone
ToPhone2
ToFax
ToWebsite
ToGovTaxID

Bookmarks - Sub invoice number, dates, terms, comments

SubInvNumber
SubInvOrderNumber
SubInvDate
SubInvDateSpelled
SubInvPaymentDueDate
SubInvPaymentDueDateSpelled
SubInvTerms
SubInvPrintComments
SubInvInternalComments

Bookmarks - Sub invoice previous and current change orders

The following bookmarks apply to Fixed Lump Sum subcontracts only.

SubInvPreviousSCOSubtotal
SubInvPreviousSCOTaxTotal
SubInvPreviousSCOTotal
SubInvCurrentSCOSubtotal
SubInvCurrentSCOTaxTotal
SubInvCurrentSCOTotal

Bookmarks - Sub invoice revised contract totals

SubInvOriginalContractSubtotal
SubInvOriginalContractTaxTotal
SubInvOriginalContractTotal
SubInvNetChangesSubtotal (SubInvPreviousCOSubtotal + SubInvCurrentCOSubtotal)
SubInvNetChangesTaxTotal (SubInvPreviousCOTaxTotal + SubInvCurrentCOTaxTotal)
SubInvNetChangesTotal (SubInvPreviousCOTotal + SubInvCurrentCOTotal)
SubInvRevisedContractSubtotal
SubInvRevisedContractTaxTotal
SubInvRevisedContractTotal

Bookmarks - Sub invoice gross values - Previous work completed and stored materials

The following bookmarks do not include Retainage and Taxation.

SubInvPreviousWorkTotal
SubInvPreviousStoredTotal (Applies to Fixed Lump Sum Subcontracts Only)
SubInvPreviousTotal
SubInvPreviousBilledScheduleOfValues (Applies to Fixed Lump Sum Subcontracts Only)
SubInvPreviousBilledSCOs (Applies to Fixed Lump Sum Subcontracts Only)

Bookmarks - Sub invoice gross values - Current work completed and stored materials

The following bookmarks do not include Retainage and Taxation.

SubInvCurrentWorkTotal
SubInvCurrentStoredTotal (Applies to Fixed Lump Sum Subcontracts Only)
SubInvCurrentTotal
SubInvCurrentTotalSpelled
SubInvCurrentBilledScheduleOfValues (Applies to Fixed Lump Sum Subcontracts Only)
SubInvCurrentBilledSCOs (Applies to Fixed Lump Sum Subcontracts Only)

Bookmarks - Sub invoice gross values - Total work completed and stored materials

The following bookmarks do not include Retainage and Taxation.

SubInvWorkTotal
SubInvStoredTotal
SubInvTotal (SubInvWorkTotal + SubInvStoredTotal)
SubInvTotalBilledScheduleOfValues
SubInvTotalBilledSCOs

Bookmarks - Sub invoice retainage percentages

SubInvWorkRetainagePercent
SubInvMaterialRetainagePercent
Applies to Fixed Lump Sum Subcontracts only.

Bookmarks - Sub invoice retainage - Previous, current, and total

Stored refers to stored materials.

SubInvPreviousRetainWorkTotal
SubInvPreviousRetainStoredTotal
Applies to Fixed Lump Sum Subcontracts only.
SubInvPreviousRetainTotal
SubInvCurrentRetainWorkTotal
SubInvCurrentRetainStoredTotal
Applies to Fixed Lump Sum Subcontracts only.
SubInvCurrentRetainTotal
SubInvRetainWorkTotal
SubInvRetainStoredTotal
Applies to Fixed Lump Sum Subcontracts only.
SubInvRetainTotal

Bookmarks - Sub invoice billed retainage - Previous, current, and total

SubInvPreviousBilledRetainWorkTotal
SubInvPreviousBilledRetainStoredTotal
Applies to Fixed Lump Sum Subcontracts only.
SubInvPreviousBilledRetainTotal
SubInvCurrentBilledRetainWorkTotal
SubInvCurrentBilledRetainStoredTotal
Applies to Fixed Lump Sum Subcontracts only.
SubInvCurrentBilledRetainTotal
SubInvBilledRetainWorkTotal
SubInvBilledRetainStoredTotal
Applies to Fixed Lump Sum Subcontracts only.
SubInvBilledRetainTotal

Bookmarks - Sub invoice previous net values and balance to complete

SubInvPreviousLessRetainSubtotal
SubInvPreviousLessRetainTaxTotal
SubInvPreviousLessRetainTotal
SubInvPreviousBalanceToFinishSubtotal (includes retainage)
SubInvPreviousBalanceToFinishTaxTotal
SubInvPreviousBalanceToFinishTotal

Bookmarks - Sub invoice current net values and balance to complete

SubInvCurrentLessRetainSubtotal
SubInvCurrentLessRetainSubtotalSpelled
SubInvCurrentLessRetainTaxTotal
SubInvCurrentLessRetainTaxTotalSpelled
SubInvCurrentLessRetainTotal
SubInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus with GMP invoices only:

SubInvPercentComplete
SubInvBalanceToFinishSOVGrossSubtotal
SubInvBalanceToFinishSCOsGrossSubtotal
SubInvBalanceToFinishGrossSubtotal (SubInvRevisedContractSubtotal - SubInvTotal)
SubInvBalanceToFinishSubtotal (SubInvRevisedContractSubtotal - (SubInvTotal - SubInvRetainTotal))
SubInvBalanceToFinishTaxTotal
SubInvBalanceToFinishTotal
SubInvLessRetainSubtotal (SubInvPreviousLessRetainSubtotal + SubInvCurrentLessRetainSubtotal)
SubInvLessRetainTaxTotal
SubInvLessRetainTotal