Microsoft Word Template - Subcontract Invoice - Cost Plus

Default Templates

Default Word Document - Simple:SubInvoice-CostPlus-ItemDetails.dot
Default Word Document - With Retainage:SubInvoice-CostPlus-ItemDetailsRetainage.dot
Default Word Document - 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

Click here for options.

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, Comments

SubInvNumber
SubInvOrderNumber
SubInvDate
SubInvDateSpelled
SubInvPaymentDueDate
SubInvPaymentDueDateSpelled
SubInvTerms
SubInvPrintComments
SubInvInternalComments

Bookmarks - Sub Invoice - Gross Values - Current Work Completed

Bookmarks listed below do not include Retainage and Taxation.

SubInvCurrentTotal
SubInvCurrentTotalSpelled

Bookmarks - Sub Invoice - Retainage Percentages

SubInvWorkRetainagePercent
SubInvMaterialRetainagePercent (Only applicable for Fixed Lump Sum Invoices)

Bookmarks - Sub Invoice - Retainage - Previous, Current, and Total

SubInvPreviousRetainTotal
SubInvCurrentRetainTotal
SubInvRetainTotal (Includes Billed Retainage)

Bookmarks - Sub Invoice - Billed Retainage - Previous, Current, and Total

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

Click here for details.

Mail Merge Table - Linked Documents and Images

The report includes only linked files and images that have the grant access option selected.

Linked documents listing

Merge table start and end tags: LinkedDocuments

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate

Linked images listing

Merge table start and end tags: LinkedImages

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate
DocumentImage

Microsoft Word template example including both mail merge table options.

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)