Add Invoice Contacts to a Purchase Order or Subcontract from the Progress Billings Tool

Objective

Background

Things to Consider

Prerequisites

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the Subcontractor tab.
3. Locate the invoice to work with in the list. Then, click its Contract link to open the commitment contact. 
   
4. Click Edit.
5. Under 'General Information', do the following:
   
   • Make sure the correct company is selected in the Contract Company drop-down list. 
   • Select one or more individuals from the Invoice Contacts drop-down list. The users you select here are automatically added to the 'Private' drop-down list. 

      Notes

     To select an invoice contact from the 'Invoice Contacts' list, the following must be true:

     • A 'Contract Company' must be set on the commitment. This populates the list with all of the company profiles  in the Company Directory. See Add a User Account to the Company Directory.
     • To appear in 'Invoice Contacts' list, the user must be an employee of the selected 'Contract Company'. See Add a User Account to the Project Directory.
6. Click Save.

Next Steps

• Create Automatic Billing Periods or Create Manual Billing Periods

See Also 

• Send an 'Invite to Bill' to an Invoice Contact
• Accept or Decline an 'Invite to Bill' as an Invoice Contact
• Submit a New Invoice as an Invoice Contact