User Guide/⏳Using stackd/Invoicing/Subconsultant Invoices

Subconsultant Invoices

Create an Invoice

  1. Navigate to “Invoicing” > “Subconsultant Invoices”
  1. Click “Add Subconsultant Invoice” button
  1. Enter information for all available fields
  1. Click “Save Changes”

Edit an Invoice

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You can only edit an invoice with the status “Entered in the System”
  1. Navigate to “Invoicing” > “Subconsultant Invoices”
  1. Select the invoice you need to edit from the table
  1. Edit information for all applicable fields
  1. Click “Save Changes”

Delete an Invoice

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You can only delete an invoice with status “Entered in the System”
  1. Navigate to “Invoicing” > “Subconsultant Invoices”
  1. Select the invoice you need to delete from the table
  1. Click “Delete”

Subconsultant Invoice Statuses

  • Entered in the System
  • Invoiced to Client, Awaiting Payment
  • Client Paid, Pending Payment to subconsultant
  • Paid

Mark Invoice as Paid

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You can only mark an invoice as paid once the status is set to “Invoiced to Client, Awaiting Payment” or “Client Paid, Pending Payment to Subconsultant”. To mark a subconsultant status to either of these statuses, you will need to process a client invoice. Instructions can be found here:
Client Invoices
  1. Navigate to “Invoicing” > “Subconsultant Invoices”
  1. Select the invoice you need to mark as paid from the table
  1. Click “Mark as Paid”