Manage invoices
You can create new invoices for contract items, modify or delete existing invoices, and create standard invoice documents or invoice reports in the Invoices dialog box.
To access the Invoices dialog box, do the following:
The Invoices dialog box opens.
You can open a new Invoices dialog box to the create a new invoice or modify the properties of an existing invoice:
The properties marked with an asterisk (*) are mandatory information.
Option |
Description |
---|---|
Application # * |
An identification number used to identify the invoice on the AIA G702 and AIA G703 reports. When creating a new invoice, the Application # field is automatically populated with the next available number. If necessary, type another number in the Application # field. |
Invoice # |
The invoice number used in your accounting software. Type the invoice number in the Invoice # field. |
Date * |
The date when the invoice was created. Click the arrow on the right side of the Date field, and select a date in the calendar. |
Period Start *, End * |
Dates that determine the date range during which the worked that is billed on the invoice was completed. Click the arrows on the right side of the Period Start and End fields, and select the start and end dates in the calendars. |
Retainage - Completed Work |
The retainage percent applied to the completed work. Type a value in the Retainage - Completed Work field. Note that when you create the final invoice, the value needs to be set to 0%, so that the retainage withheld from the previous invoices can be billed. |
Stored Materials |
The retainage percent applied to the stored materials. Type a value in the Stored Materials field. Note: When you create the final invoice, the value needs to be set to 0%, so that the retainage withheld from the previous invoices can be billed. |
Created By * |
The Tekla PowerFab user who is creating the invoice. When creating a new invoice, the default user is the one that is currently logged in to Tekla PowerFab on the current workstation. If necessary, click the arrow on the right side of the Created By list and select another user. |
Invoice To * |
The company and contact person that will receive the invoice. In the leftmost Invoice To list, select the company. In the rightmost Invoice To list, select the contact person. |
Notes |
Type any additional notes. |
Override Retainage | Select if you want to modify the default values
in Completed Work and
Stored
Materials. You can set a different value for each line item. |
Create an invoice
Modify an invoice
Delete an invoice
Deleting an invoice is permanent and cannot be undone.