Before you try creating an invoice, make sure you have an approved SOV. You will not be able to send an invoice without it.
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On a subcontractor account, navigate to "Project Compliance" and then to "Invoices".
Note: GCs have the ability to enter invoices in Constrafor on behalf of their subs. To do so they can navigate to "Invoicing" --> "Invoices". The rest of these instructions is identical for GCs and subcontractors.
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Click "New invoice".
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Select your project and commitment. When you're done, click "Next".
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You will be taken to this page. For each line item, enter the period quantity produced in the invoicing period.
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If materials are stored, you can enter their value here. This does not change the value of your invoice.
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You can collapse the details widget by click on the arrow to the right if you wish to expand your view of the invoice.
Note: The "retainage released" fields can only be edited by the GC prior ro approving the invoice.
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When you're done, click "Send invoice".
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This window will pop-up. Verify the selected GC and billing period and click "Confirm and send" if it's correct.
This invoice will now appear on your GC's account in "Pending approval" status.
