How do I generate an Invoice from the Schedule of Values?

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• How do I generate an Invoice from Change Order?

  You cannot generate an Invoice from a CO. The Invoice must be created first. See SOV (Schedule of values) within the project or Invoicing for detailed help. Methods one, from SOV select "Add Items to SOV" Drop Down, then Select Import CO and then you ...

• What is the benefit of using Schedule of Values?

  Schedule of Values is a baseline of your Invoicing. It is what all your invoices will be created from. It will also contain all Change Orders and Work Orders as they are Approved and track how much has been Billed for each line item and how much is ...

• How do I create Invoices for my Work Orders from the Schedule of Values tab?

  Once a Work Order or any item has been moved into the Schedule of Values, it can be added to an invoice by going to the Invoice module and creating a new Invoice. While in Edit mode, click on Add Item > From Schedule of Values. You will then have the ...

• How do I create Invoices for my Change Orders from the Schedule of Values tab?

  From the Schedule of Values Tab click the 3 Dot menu item in top right, choose "Add Invoice." This will open a new Invoice. In approx. middle of screen select "Add Items to Invoice." This will bring up a pop up box that contains your Schedule of ...

• How do you import an estimate to Schedule of Values?

  Estimates can be imported to SOV after you have created the Project you wish to link this Estimate to, to do so go to: Menu > Projects > Schedule of Values > Edit > Import From > Import from Estimate > Select Estimate from Dropdown > Add Items to ...