Generate a Final Bill

Creating the final bill generates an invoice which includes net of retainage as well as any un-billed line items.

When you need to generate an invoice with a net amount of retainage held and un-billed line items, you can generate a "Final Bill" that has both retainage and contract amounts. This ensures your final lien waivers have the net total. It also prevents your sub from having to bill twice at the end of the contract, for example, once for the change order and again for the retainage.

When you create a Final Bill, all the subcontractor has to do is log in, sign the pertinent billing documents, and submit the Application for Payment.

To generate a final bill for your subcontractor to review and sign:

  1. From your Dashboard, select the project and then double-click the applicable contract.
  2. On the right-hand side of the screen, select Settings.
    The Settings panel opens from the right side of the screen.
  3. Select Complete contract.
    The Create Final Bill screen opens.
  4. Select Create.
  5. Select Yes to confirm.
Trimble Pay sends an email notification to the subcontractor that a final invoice has been generated and prompts them to log in and bill for this invoice.
Once the subcontractor submits their Application for Payment, approve the final bill to close out the project.