Generate and print final contract invoices

  1. Open the Print Contract Invoices by Batch screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Billing Type field, click to select the billing type for the contract invoices.
  4. If you want to print contract invoices with a specific billing format, complete the following steps:

    • In the Project Billing Format Selection field, click and select Selected.

    • In the Project Billing Format field, enter the code of the billing format for the contract invoices you want to print or click to select the billing format from a Lookup List.

  5. In the Version field, click and select Final.
  6. In the Invoice Format field, the default invoice format for the selected project billing format is displayed. To change the invoice format, enter the name of the format you want to use for the contract invoices or click to select the format from a Lookup List.
  7. If the billing type is AIA, in the Continuation Format field, the default continuation format for the selected project billing format is displayed. To change the continuation format, enter the name of the format you want to use for continuation reports or click to select the format from a Lookup List.
  8. In the Pending COR Format field, the default pending COR format for the selected project billing format is displayed. To change the pending COR format, enter the name of the format you want to use for pending change order requests or click to select the format from a Lookup List.
  9. In the Available Posting Groups for Printing grid, select the posting group containing the contract invoices you want to print.
  10. Click Add.
  11. As needed, repeat steps 9 and 10 to select other contract invoice posting groups.
  12. Click Begin Printing.

    The contract invoice forms appear on the Report tab. If generated, continuation report forms appear on the Continuation Report tab and pending COR forms appear on the Pending Change Orders tab. If there are no pending change order requests for a given project, the Pending Change Orders tab will be blank, and the related forms will not be printed.

  13. (optional) Click to set the page setup options.
  14. (optional) Click to view a preview of the printed contract invoice forms.
  15. Click .
  16. Click Print.
  17. If you are satisfied with the contract invoice forms (that is, all forms were successfully printed with no paper jams or other printer problems), click Set as Ready to Post.
  18. Click Yes.
    Note: Once you click Set as Ready to Post, the invoices are effectively "locked" and you can no longer modify them. To modify an invoice after it has been set as ready to post, you must reset the invoice to draft from the Enter Contract Invoice screen.