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  • Open the Project form and select the Invoice tab.

  • To add an Invoice, right-click in the Invoices gray space and select Add Invoice.

  • If notification is triggered by a new invoice, the information will pop up here.

  • Your new invoice entry will appear.

Schedule of Values (SOV)

  • Create SOV items: Project form > Contract tab > SOV sub-tab. Right-click panel to add.

  • Add SOV items to the invoice: right-click invoice, select “Add Values from SOV”

  • In the “SOV Item” window, select one or more SOV items from the list.

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