Overview
The Agency Bill Pay feature gives users more control over how payments are managed on a project, especially when working with Owner’s Representatives or third-party agencies. With this feature, agents can now be designated as either responsible (bill pay) or not responsible (non-bill pay) for paying invoices under both vendor and main contracts.
Feature Details
Vendor Contracts
When creating or editing a vendor contract, users will now see two options under the Contract Holder:
Non-Bill Pay – The agent is not responsible for paying invoices directly.
Bill Pay – The agent is responsible for paying invoices directly.
Main Contracts
For main contracts, the agent type must remain consistent across all related agreements. If you update one contract’s agreement type, the change will automatically apply to all associated main contracts, though you still have the option to adjust them if needed.
Budget Impact
Both Bill Pay and Non-Bill Pay agent types tie into the Owner’s Budget, so there's no change in which budget is affected.
Invoicing
When marking invoices as paid, all required fields—such as check number and payment date—must still be filled out, regardless of the agent type.
Integrations
This is where the agent type matters most:
Bill Pay: Invoices will be sent through integrations.
Non-Bill Pay: Invoices will not be sent through integrations.
Note: This behavior may evolve, and we’ll update the article as integration details become more defined.
Summary
The Agency Bill Pay feature allows teams to designate who is responsible for paying invoices under a contract, either the agent or another party. This setting primarily affects integrations and ensures greater control over how financial responsibilities are managed in your project workflows.