1. There are two ways to create a progress invoice:

A. From the “Progress Reports” tab, select “Create Invoice”:

B. From the “Invoices/PCs” tab, select ” Create Progress Invoice”:

2. Enter invoice name, number, and select the corresponding progress report(s):

Note: You can select one or multiple progress reports.

• Click “Accept.”

3. Complete draft document:

A. Invoice Coverpage and PDF

• Add any PDF files you wish to include in the change order
• Add any holdbacks, taxes and fees
• Enter consultant name and invoice details:

• Click “Save and Update Document.”

B. Select Progress Reports

• Here you can edit which progress reports to include
• Add new progress reports
• Click “Save” if any changes are made.

• You can also select and edit the individual progress reports (Learn more about progress reports here):

4. Review and submit for approval.

• From the “Invoice Coverpage and PDF” tab, select “Send Invoice.”
• You will see a final deliver notice that will indicate if you are missing the consultants name or company address, as well as if you have not saved your recent changes. Click “Yes” to submit and deliver the invoice.