Manage invoices

Tekla PowerFab
Modified: 19 Aug 2024
2024i
Tekla PowerFab Tekla PowerFab GO

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:

In the Contract & Invoicing dialog box, click Invoices.

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

  1. In the Invoices dialog box, click New Invoice.

    The Invoices dialog box opens.

  2. Define the invoice properties.
  3. In the list in the middle of the Invoices dialog box, select the contract item for which you want to create the invoice.

    Note that the properties at the bottom of the dialog box change according to the selected contract item. If the contract item is linked to a schedule task, the % Complete field is populated automatically.

  4. Do one of the following:
    • To apply the sum that is to be invoiced to the completed work according to the completion percentage, click Apply to Completed Work.
    • To apply the sum that is to be invoiced to the stored materials according to the completion percentage, click Apply to Stored Materials.
    • To manually determine the sum to be invoiced and apply it to the completed work or the stored materials, type the sum in either the Current - Completed Work field or the Stored Materials field.
    • To set the sum to the full amount remaining, double-click the Current - Completed Work field or the Stored Materials field.

    The next material in the list of contract items is selected.

    If necessary, to add the currently selected contract item to the invoice, repeat step 4.

  5. Click Save to save the invoice.

Modify an invoice

  1. In the Invoices dialog box, select the invoice that you want to modify.
  2. Click Properties.

    The Invoices dialog box opens.

  3. Modify the invoice properties.
  4. If necessary, do either of the following:
    • To change if the invoiced amount is applied to the completed work or the stored materials, click either Apply to Completed Work or Apply to Stored Materials.
    • To manually change the amount to be invoiced, type a new value in the Current - Completed Work or the Stored Materials field.
  5. Click Save to save the invoice.

Delete an invoice

Deleting an invoice is permanent and cannot be undone.

  1. In the Invoices dialog box, select the invoice that you want to delete.
  2. Click Properties.
  3. In the lower-right corner of the Invoices dialog box, click Delete.

    You are prompted to confirm the deletion.

  4. To permanently delete the invoice, click Yes.
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