How do I markup a Bill and generate an Invoice directly to my Customer?

In Contractor Foreman, you can generate an Invoice directly from a Bill and apply markup to individual line items before sending the Invoice to your customer. This is useful when you need to pass vendor or subcontractor costs on to the customer while adding your company’s markup for overhead or profit.

Follow the steps below to create the Invoice, apply markup, add the customer, and submit the Invoice.

1. Open the Bill

From the Main Menu, go to Bills.

Locate the Bill containing the costs you want to pass on to your customer and open it. Review the Bill to make sure the appropriate costs and line items are included before generating the Invoice.

 2. Generate an Invoice from the Bill

With the Bill open, click the three-dot menu in the upper-right corner to view the available actions.

Select Generate Invoice.

Contractor Foreman will create an Invoice using the applicable items from the Bill, allowing you to continue with the customer billing process.

 3. Review the Invoice Items

After the Invoice is generated, open the Items tab.

Review the line items that were brought into the Invoice from the Bill. Make sure the items, quantities, and amounts are correct before applying any markup.

To edit an individual item, click the preview/eyeball icon associated with that line item.

 4.Apply Markup to the Line Item

In the item details, locate the markup option.

Enter the markup you want to apply to the item. Depending on the available markup setting, you can apply the markup using a percentage or dollar amount.

Review the resulting amount to make sure the Invoice reflects the amount you intend to charge the customer.

Repeat this process for any other line items that require markup.
Next, go to the Details tab of the Invoice.

Locate the Customer field and select the appropriate customer from your Directory. If the customer has not already been selected, choose the correct customer before submitting the Invoice.

Review the Invoice details to make sure the Invoice is associated with the correct customer and project.

 6. Submit the Invoice to the Customer

Once you have reviewed the Invoice items, markup, customer, and other details, submit the Invoice to your customer.

You can use the Submit to Client button or open the Invoice’s three-dot menu and select Submit to Client.

The email-sending window will open. From there, you can:

Select an appropriate email template.
Customize the email subject.
Add or edit the email message.
CC a copy to your email, if needed.
Save a copy of the PDF to the project folder, if available.

Review the information and click Send to email the Invoice to your customer.

 Why use this workflow?

Generating an Invoice directly from a Bill helps you keep your customer billing connected to the underlying project costs. Applying markup to individual items also allows you to account for overhead and profit while maintaining a clear record of the original costs.

Before sending the Invoice, always review the line items, markup, customer, and final Invoice amount to ensure everything is correct.