How do I create a G702/G703 AIA Invoice?

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• Basics of Invoices

  Purpose: To Create an Invoice. Background: Contractor Foreman allows you to create and send invoices directly from the app. You can generate one-off invoices, import from your Schedule of Values, or create AIA style G-702 and G-703 application for ...

• How do I create a Time & Material Invoice?

  To create a Time & Material Invoice, please go to the Menu and locate Invoices. Click on the + icon to create a New Invoice. Once here, in the Details tab, click on the Add Item to Invoice drop down, and choose Create/ Edit Time & Material Invoice to ...

• Create a Retainage Account

  Setting up retainage tracking: Create a Retainage account:a. Click theGearicon. b. From the drop-down menu, selectChart of Accounts. c. In theChart of Accounts, clickNew. d. ForCategory Type, selectOther Current Assets. e. ForDetail Type, ...

• Adding a New Invoice

  Adding a New Invoice Contractor Foreman allows you to create and send invoices directly from the App. Required fields are marked with an Asterisk (*,) To create a new Invoice, go to Main Menu and click on Invoices. Fill out the customer field from ...

• How do I generate an Invoice from a Service Ticket?

  To create an Invoice from a Service Ticket, go to the Menu and choose Service Tickets. Here open the Service Ticket you wish to create an Invoice from. Scroll down to the bottom right to the Actions drop down and select Create/ Modify Invoice to get ...