Add invoice for unit-price prime contract with billed quantities

Start the Add Prime Contract Invoice Wizard:

1. Go to Projects.
2. Select the Project in the Quick Select section.
3. On the Project menu, select Prime invoices.
4. Click the Actions button.
5. Select Add Manually.

Step 1

1. In the data entry form, the Project # should be selected already but can be changed.
2. Select the Prime Contract. This will automatically populate the Client and Contract Company fields below.
3. Select the Client Contact and Address Information:
   • Optional: Client Contact
   • Required: Client Address Type (Typically, this is Company Billing Address.)
4. Select the Contractor Contact and Address Information:
   • Optional: Contractor Contact
   • Required: Contractor Address Type (Typically, this is Company Billing Address.)
5. Select or enter the Prime Contract Invoice Information:
   • Required: Order # (This will determine previous invoice amounts.)
   • Required: Invoice # (This defaults to the next invoice number based on existing records and the default format.)
   • Required: Issue Date
   • Optional: Terms (Selecting a Term should auto calculate Payment Due Date depending on the text format.)
   • Optional: Payment Due Date
   • Optional: Approved (Checked = Approved, Unchecked = Pending (Default))
     Recommendation: Leave the Approved field unchecked until the Prime Invoice has been completed.
   • Required: Work Retainage % (10% = 10, Default percentage can be set in the Prime Contract.)
6. Click Save and Next.

Step 2

To complete step 2, refer to one of the following topics: 

• Option A Method: Enter the invoice quantity for items
• Option B Method: Invoice retainage only