Our Knowledge Base contains the answers to more than 500 previously asked questions.
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Bid Manager
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Bills
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Calendar
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Change Orders
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Client Portal
- Articles coming soon
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Cost Codes
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Cost Items Database
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Crew Schedule
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Daily Logs
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Directory & Contacts
- Video: Directory
- Basics of Directory
- Directory
- Directory & Contacts
- Exporting Contacts from QuickBooks Online
- How do I add an employee?
- How do I Save my Excel File as a CSV?
- How do you delete a customer record?
- How to Convert a Lead to a Customer?
- Importing Contacts
- How do I check/uncheck items under employee privileges?
- How to make an employee a user?
- Adding Users (Licenses)
- Disabling an Employees or User’s Account
- Users and Employees
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Document Writer
- Video: Using the Document Writer
- Video: Creating Proposals with the Document Writer
- What is the purpose of the Document Writer?
- Are there templates that I can use for Document Writer?
- How do I create or edit a document?
- The formatting of my document is not correct
- Can I use the Document Writer as a means to get signatures, like a contract?
- How do I resend or download a generated/sent document?
- How do we create an Estimate proposal package?
- How do we create a lien waiver (or other agreement/contract)?
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Equipment Logs
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Estimates
- Video: Estimates
- Adding Estimate and Estimate Items
- Basics of Estimates
- How do you import an estimate to Schedule of Values?
- How to add a tax percentage to bids so it can automatically give the total with tax?
- How to create an estimate template?
- How to Create an Estimate?
- How to use an Estimate Template?
- Is it possible to create an estimate without a Project tied to it?
- Is there a way you can add our address on the left-hand side of the estimates?
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Expenses
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Files and Photos
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Forms & Checklists
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Getting Started
- Video: Getting Started
- Adding Users (Licenses)
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- Exporting Contacts from QuickBooks Online
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- How do I add an employee?
- How do I get help if I need it or report a bug?
- How do I setup what should show on the App Menu?
- How to Un-Archive an Item?
- How to use the "Quick Start" Method for Contractor Foreman
- Modifying / Editing and Saving Records
- Users and Employees
- Your Next Steps
- Zapier Integration
- Basics of Company Settings
- Show all articles ( 3 ) Collapse Articles
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Incidents
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Inspections
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Invoicing
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Leads
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Notes
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Opportunities
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Payments
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Permits
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Projects
- Video: Managing Projects
- Adding a Project
- Assigned Projects & Default Project
- Basics of Projects
- How can a Project be removed from the list view after being Completed?
- How do I add files to a Project?
- How do you import an estimate to Schedule of Values?
- How to add a New Note & Link it to a Project?
- How to add an item on the Schedule of Values?
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Punchlists
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Purchase Orders
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QuickBooks
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Reports
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RFI & Notices
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Safety Meetings
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Schedule
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Schedule of Values
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Service Tickets
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Settings
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Sub-Contracts
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Submittals
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Time Cards
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To-Do's
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Vehicle Logs
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Work Orders
Basics of Invoices
Purpose:
To Create an Invoice.
Background:
Contractor Foreman allows you to create and send invoices directly from the app. You can generate one-off invoices, import from your Schedule of Values, or create AIA style G-702 and G-703 application for payment invoices.
Points to Remember:
Required fields are marked with an Asterisk (*.)
Invoices will also show up on your Dashboard (Home Screen)
To save your work, click the blue “Submit” button.
To edit the record, click the green pencil icon in the upper right corner.
Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.
If an Invoice needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.
Steps to Create a New Invoice:
- Navigate to Main Menu.
- Click on Invoices.
- Click on blue button “Create a New Invoice” on the left.
- Enter the following information:
Details Tab:
- Project:
- Customer: (Mandatory)
- Authorized: Select Contact from drop-down.
- Invoice Date / Status: (Mandatory)
- Inv # / App #:
- Billed To / Retainage:
- Add Items to Invoice: Select options from drop-down.
- Terms / Due Date: Select from Drop-down.
- Period Start/End:
- Description:
- Tax / Amount: Select from Drop-down.
- Invoice Notes:
Terms Tab:
- Invoice (Terms and Conditions): Select option – Default – Custom – Both.
- Default: Full-payment is due within 30 days of receiving this invoice unless other terms have been agreed upon.
Payments:
- Payment History: Gives you a preview of your payment history.
Files:
- Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
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