How do I generate a Bill from the Subcontracts Module?

When a subcontractor completes part of their agreed-upon work, you may need to record a Bill for the portion of work that has been completed. Contractor Foreman allows you to generate a Bill directly from an existing Sub-Contract and enter the amount being billed.

This helps keep subcontractor billing aligned with the actual work completed and keeps your project costs properly recorded.

1. Open the Sub-Contract

• From the Main Menu, navigate to Sub-Contracts.
• Locate the Sub-Contract for which you want to enter a Bill and open it to view its details.

2. Generate a Bill from the Sub-Contract

• With the Sub-Contract open, click the three-dot menu in the upper-right corner.
• From the available actions, select Generate Bill.
• Contractor Foreman will open a new Bill that is linked to the Sub-Contract.

3. Review the Sub-Contract Items

• The Bill creation screen will display the applicable items from the Sub-Contract.
• Review the listed items and identify the work that the subcontractor has completed and is currently billing for.
• Only include the portion of the subcontracted work that should be recorded on the Bill.

4. Enter the Partial Completion Amount

• For each applicable line item, enter the amount or percentage corresponding to the work completed.
• For example, if a plumbing item is valued at $20,000 and the subcontractor has completed 20% of the work, the amount being billed would be $4,000.
• Review the entered amounts carefully to make sure the Bill reflects the actual work completed.

5. Create the Bill

• After entering the required amounts and reviewing the Bill details, click Create Bill.
• The Bill will be created and linked to the Sub-Contract.
• Once the Bill has been created, you can open the Bill and use the available actions to post a payment when payment has been made to the subcontractor.

6. View Bills Associated with the Sub-Contract

• To review Bills that have been created from the Sub-Contract, return to the Sub-Contract and open the Documents tab.
• The associated Bill can be viewed from this section, making it easier to track billing documents connected to the Sub-Contract.

Example of Partial Billing

Suppose a Sub-Contract includes plumbing work valued at $20,000. If the subcontractor has completed 20% of the work, you can record $4,000 on the Bill for the completed portion.

This allows the project records to reflect the work that has actually been billed while the remaining portion of the Sub-Contract remains available for future billing.

Tip

Before creating the Bill, review the Sub-Contract items and billed amounts carefully. Entering only the completed portion helps maintain accurate project cost records and makes it easier to track future Bills against the same Sub-Contract.