Require Subcontractors to Bill by Invite

General contractors can prevent all subcontractors on a project to submit their Applications for Payment until after being invited to do so.

You must be a Project Admin or Project Curator to take these steps.

By default, Trimble Pay automatically sets all of a project's subcontractors as eligible to submit their Applications for Payment starting on the billing period's Billing start date.

You can override this default behavior so that subcontractors eligible to bill can do so only after you send them an invitation, which may give you tighter control over who can bill for a given period.

On the Active projects tab, select the project.
Among the tabs at the top of the screen, select Billing periods.
Any billing periods already set up for the project are listed on the right-hand side of the screen.
On the left-hand side, select the Auto assign on billing start date toggle button.

Subcontractors on this project will no longer be automatically eligible to submit their Applications for Payment assigned to them on the billing start date, and must wait until you invite them.

Require Subcontractors to Bill by Invite

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