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Create a Manual Time & Material Invoice and Route It for Approval

Modified: 7 Sep 2026 ProContractor Billings Help

Create a time and material invoice to bill a customer for time & material work completed on a project and select internal users who should approve and review the invoice.

Reviewers should use the steps outlined in the Review and Approve a Vendor Invoice topic to approve an invoice. The invoice is approved when all document routing distributions are set to a status type that sets the distribution to a status of inactive. Once the invoice has been approved by the reviewers, you can post the invoice.
Tip: You can also create a manual time and material invoice without routing it for approval. See Creating a Time & Material Invoice for details.
  1. Optional: If you haven't already done so, set up your document management defaults.
    Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
  2. Optional: If you haven't already done so, set up your document routing distribution groups.
  3. On the Enter Manual Time & Material Invoice screen, enter the details of the time and material invoice and assign it to a posting group.
  4. Select the users and/or the document routing distribution group that will review the time and material invoice.
  5. Create the PDF file for the invoice, and save the invoice as a draft.
  6. Optional: If needed, contact the reviewers to advise them to review the time and material invoice.
  7. On the View Time & Material Invoice Log screen, periodically view the status of the document routing for the time and material invoice to monitor the review process.
  8. Optional: Modify the details of the time and material invoice if needed.
  9. Optional: Once the invoice is approved, review the time & material invoices in the posting group.
  10. Create the PDF file for the invoice; view, print, or email the invoice; and save the invoice as ready to post.
  11. Post the time and material invoices in the posting group.
Note: Once you post a time and material invoice, you can no longer modify it. If you need to make any changes after posting, use the Void Time & Material Invoice screen to void the time and material invoice and then enter a new manual time and material invoice.
After you create a manual time and material invoice, you may want to:
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