Overview
Creating and submitting vendor invoices in INGENIOUS.BUILD is a quick and straightforward process. Whether you're invoicing against a contract or submitting a non-contracted invoice, follow the steps below to ensure a smooth submission.
Process
*There may be slight differences from the video above depending on your workspace type
1. Open the Invoicing Module
Navigate to the Invoicing module from the left menu.
Click Create Vendor Invoice to begin.
2. Select Invoice Type
Choose between:
Contracted – if you’re invoicing against an executed contract
Non-Contracted – for general vendor payments not tied to a contract
3. Choose the Relevant Contract
If you selected Contracted, you’ll see all executed contracts with your client or vendor.
Select the specific contract you want to invoice against.
4. Enter Invoice Details
Fill out the required fields in the invoice form, including:
Custom ID
Invoice Date
Start & End Date
Description (optional)
Once complete, click Next.
5. Attach Vendor Invoices (Optional for GC workspaces)
Upload any supporting vendor invoices or documentation if available.
Click Next Step to continue.
6. Fill Out SoV/WBS Line Items
Input your Schedule of Values (SoV) or Work Breakdown Structure (WBS) line items associated with the invoice.
Click Next Step once completed.
7. Attach Lien Waivers & Supporting Documents (Optional)
If needed, attach any Lien Waivers or additional supporting documents.
8. Finalize and Approve
Click Approve.
Type “YES” when prompted to confirm, then click Submit to Client.
If you have a Financial Approval Workflow set up in project settings these steps will follow that approval workflow prior to seeing the option to Submit to Client.
9. Client Review and Approval
Once submitted, the Owner will receive the invoice.
They will apply funding and proceed with the approval process on their end.
Your client also has the option to Reject the invoice or Request a Revision in which case you will be notified and can easily accept the adjustment or update the required information.
And that's it! You’ve successfully submitted a vendor invoice in INGENIOUS.BUILD. For additional help or questions, feel free to contact our Support Team or visit the Help Center.