How do I generate an Invoice from the Schedule of Values?

To generate an Invoice from the Schedule of Values (SOV) simply click the 3 Dot Menu item in upper right corner of screen and select Add Invoice.

Contractor Foreman will redirect you from the Projects module to the Invoices module.

Once here, you will notice that the Project and Customer will be selected. We just need to click on the dropdown menu “Add Item to Invoice” and select the option “Import from Schedule of Values” as shown below.

Then, you can select the items that you are intending to include in your Invoice to bill your customer. We will charge the customer for Plumbing and Electrical as shown below.

For this exercise, we will charge 50% for Electrical (use the box on the right to type percentages), and we will charge $1,123.00 USD for Plumbing (use the box on the left to type the desired dollar amount) as shown below.

Once done, save it and then you can submit it to your client by clicking on the 3 dot icon and then click on “Submit to Client”.

Feel free to review this short video to see all the steps.