> ## Documentation Index > Fetch the complete documentation index at: https://meganharrisonconsulting.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Create an Owner Invoice > Create an owner invoice so completed work can be billed against the correct prime contract and schedule of values. 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 Set the billing period, contract, issue dates, status, and notes for the owner invoice. Enter line-item billing values and confirm the invoice summary before the record is created. ## Create the owner invoice In the project's **Invoicing** tool, start a new owner invoice. New owner invoice form opened from the Invoicing tool Fill out the billing header and make sure the invoice points to the right owner contract. | Field | What to enter | | -------------- | -------------------------------------------------------------- | | Invoice Number | The invoice or pay application number for this billing period. | | Billing Period | The period covered by the invoice. | | Contract Type | Use **Prime Contract** for owner invoices. | | Owner Contract | Select the prime contract being billed. | Invoice Information section for owner invoice number, billing period, and contract 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 Enter or review the billing values for the current period. | Field | What to enter | | ----------------- | ----------------------------------------------- | | Cost Code | The SOV or cost-code line being billed. | | Description | A clear description of the billed scope. | | Contract Amount | The contract value for the line. | | Previously Billed | Amount billed before this invoice. | | This Month | Amount billed in the current period. | | Retention | Review or enter retained amounts if they apply. | Invoice Line Items section with current billing values Confirm the summary matches the billing package you intend to submit. | Field | What to review | | ------------------ | ------------------------------------------- | | Contract Amount | Total value represented on the invoice. | | This Month Billing | Amount billed in the current period. | | Retention | Amount withheld from payment. | | Net Due | Amount due after retention and adjustments. | Invoice Summary showing contract amount, current billing, retention, and net due 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. ## Related tasks * [Invoicing overview](/invoicing/invoicing) * [Create a Prime Contract](/prime-contracts/create-a-prime-contract) * [Prime Contracts overview](/prime-contracts/prime-contracts)