Skip to main content
Use this guide to create an owner invoice against a prime contract, set the billing period, fill current billing values, and confirm the invoice totals before saving.

​
Prerequisites

  • The prime contract already exists.
  • The prime contract schedule of values is current.
  • You have the invoice number, billing period, dates, notes, and current billing amounts ready.

​
What you’ll update

Invoice header

Set the billing period, contract, issue dates, status, and notes for the owner invoice.

Billing values

Enter line-item billing values and confirm the invoice summary before the record is created.

​
Create the owner invoice

1

Open the owner invoice form

In the project’s Invoicing tool, start a new owner invoice.
New owner invoice form opened from the Invoicing tool
2

Enter the invoice information

Fill out the billing header and make sure the invoice points to the right owner contract.
Invoice Information section for owner invoice number, billing period, and contract
3

Review dates, status, and notes

Confirm the invoice date and due date, set the current status, and add notes for the billing package if needed.
Invoice date, due date, status, and notes fields
4

Enter the invoice line-item values

Enter or review the billing values for the current period.
Invoice Line Items section with current billing values
5

Review the invoice summary

Confirm the summary matches the billing package you intend to submit.
Invoice Summary showing contract amount, current billing, retention, and net due
6

Create the invoice

Review the form, then click Create Invoice.
Create Invoice action at the bottom of the owner invoice form

​
Verify the result

Confirm the owner invoice is saved against the correct prime contract and that the current billing, retention, and net due values match the invoice package you intended to create.

​
Troubleshooting

  • The invoice is tied to the wrong contract: Correct the owner contract before the invoice is shared or submitted.
  • The billing totals do not match expectations: Review previously billed and current-period values line by line.
  • The SOV lines do not match the billing package: Update the prime contract SOV before creating the invoice.