Enhanced interface

Create an invoice for project billable expenses—Construction

This list supports the enhanced lists interface. Learn more about using enhanced lists.

Use Project contract invoices to draft and post invoices for billable project expenses.

Previous step: Review and update project billable expenses

Subscription	Construction Projects configured for Project Costing and Billing Order Entry
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Project Manager
Permissions	Projects Manage project billable expenses: List, View, Edit (required to add or edit billable expenses on a project contract invoice) Project contract invoices: List, View, Add, Edit, Delete Order Entry Order Entry transactions: To create invoices: List, View, Add. To create and edit invoices: List, View, Add, Edit.

Go to Projects > All > Project contract invoicing > Project contract invoices, and select the type of invoice that you want to create.
The Project invoices page opens.
The Project contract invoices menu includes only Order Entry invoice transaction definitions that are enabled for project contract billing.
Select Add.
Complete all required fields.
Required fields are marked with an asterisk (*).
When entering invoice information, select a project contract first to prefill invoice information from the contract automatically.
Select the Add or edit project contract billing entries button above the Entries grid.
- The workbench opens if all required fields are complete.
- If required fields are missing, the workbench does not open. Scroll to the top of the page to review a message listing the required fields left to complete.
In the workbench, select the Project billable expenses tab.
1. Select the Add project billable expenses button.
  If the Add project billables list is empty, check for the following issues:
  - No project expenses were sent for billing. See Select project expenses for billing for more information.
  - Project expenses are on hold or excluded. See Review and update project billable expenses for more information.
  - Project expenses do not have a project contract ID or project contract line assigned. See Review and update project billable expenses for more information.
2. Select the checkbox for each expense to include on the invoice. To select all expenses, select the checkbox at the top of the first column.
  Optionally, you can select the Source ID link for a project billable expense to review or update transaction information.
3. Select Add selected billables above the grid.
  Selected project billables are removed from the Add project billables list and added to the Project billable expenses tab in the workbench.
4. When you're finished adding project billables, select the X in the upper right of the Add project billables page.
  This returns you to the workbench where your selected project billables are listed.
5. If applicable, use the tabs in the workbench to review or update information for your selected project billables:
  - Project billable expenses: Lets you update amount billed, quantity billed, or retainage withholding information.
  - Summarized T&M (Time and Material) lines: For summarized project contract lines, you can update the Total this period and the retainage fields for amounts held and billed. For non-summarized lines, you can update only the Retainage to bill this period field if you have retainage to bill.
  - Progress bill: Lets you update: Percent completed to date, Completed this period, Stored materials, Retainage percent, Retainage to hold this period, and Retainage to bill this period.
6. Select Done to return to the project contract invoice page.
To save the invoice as a draft to finish later, select Draft.
When you're ready to finalize the invoice, select Post.