How do I generate a Bill or Sub-Contract from a Bid?

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• How do I generate a Bill from the Sub-Contract?

  To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...

• How do I generate a bill from a Purchase Order or Sub Contract?

  To import an expense into the Bill, please go to the Bill and click the pencil icon on the top right to make changes. From the "Add Item to Bill" drop down, choose Import from Purchase Order or Sub Contract" and import the expense into the Bill. ...

• How do I enter a Bill from a Subcontractor for partial completion of their Scope of Work?

  Progress billing from a Sub-Contract functions very similar to progress invoicing from the Invoice module. From the Sub Contract, click on the Action menu and click on Generate a Bill. You will then be taken to the Bill page. Once there you will have ...

• Does my sub have to create an account before they can submit their bid?

  The sub contractors do not have to create an account b efore they can submit their bid. They just have to click an email and then bid on an item.

• How do I generate a Bill from a PO?

  To generate a Bill from a PO, go to the Menu, choose Purchase Orders and select the PO that you want to generate a Bill for. Open the Purchase Order, scroll down to the bottom right and from the Actions drop down, select Generate a Bill.