Cost Plus subcontract invoice Microsoft Word template

Default templates and upload category

Default Microsoft Word template:

• Simple:SubInvoice-CostPlus-ItemDetails.dot
• With retainage:SubInvoice-CostPlus-ItemDetailsRetainage.dot
• With GMP and retainage:SubInvoice-CostPlus-ItemDetailsGMPRetainage.dot

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

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
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress

Bookmarks and mail merge table options - Project classifications

Learn more about your options here.

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

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications
• PrimeContractOwnerPORef

Bookmarks - Prime contract specific address

• 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

Special e-Sign bookmark (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

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 - 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 bookmark (Contract Admin and Procurement templates only):

Bookmarks listed below must use a white font so the e-Sign tag is clearly visible and not obstructed.

• FromE_Signature
• FromE_SignatureDate
• FromE_Initial

Bookmarks - 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 bookmark (Contract Admin and Procurement templates only):

Bookmarks listed below must use a white font so the e-Sign tag is clearly visible and not obstructed.

• ToE_Signature
• ToE_SignatureDate
• ToE_Initial

Bookmarks - Sub invoice number, dates, terms, and comments

• SubInvNumber
• SubInvOrderNumber
• SubInvDate
• SubInvDateSpelled
• SubInvPaymentDueDate
• SubInvPaymentDueDateSpelled
• SubInvTerms
• SubInvPrintComments
• SubInvInternalComments

Bookmarks - Sub invoice current work completed gross values

The following bookmarks do not include retainage and taxation:

• SubInvCurrentTotal
• SubInvCurrentTotalSpelled

Bookmarks - Sub invoice retainage percentages

• SubInvWorkRetainagePercent
• SubInvMaterialRetainagePercent (applicable to Fixed Lump Sum invoices only)

Bookmarks - Sub invoice previous, current, and total retainage

• SubInvPreviousRetainTotal
• SubInvCurrentRetainTotal
• SubInvRetainTotal (includes billed retainage)

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

• SubInvPreviousBilledRetainTotal
• SubInvCurrentBilledRetainTotal
• SubInvBilledRetainTotal

Bookmarks - Sub invoice current net values

• 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

Bookmarks - Breakdown of SubInvCurrentLessRetainTaxTotal per tax code

Learn more here.

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

Mail merge fields - Billed retainage per job cost code

Merge table start and end tags: SubInvBilledRetainage

• JCCOrderNumber
• JCCCode
• JCCDescription
• JCCPreviousRetainTotal
• JCCCurrentRetainTotal
• JCCCurrentBilledRetainTotal
• JCCRetainTotal     (JCCPreviousRetainTotal + JCCCurrentRetainTotal - JCCCurrentBilledRetainTotal)