Invoice attachments

Invoice attachments associate an invoice you receive from a vendor to a payment form. You can add standard invoices or release retention invoices and track them on the Invoice attachments tab. The values you enter in the invoice attachment are used to populate the values in the header.

Retention release invoices help you manage retention release activities. Using a retention release invoice lets you follow your regular process for submitting standard invoices and requesting retention release, without leaving Contract.

Overview – Payment Form – Invoice Attachments Tab
	Field/Section	Function
1	Invoice details	Shows the invoice information you enter when adding the invoice, including invoice number, date, amount, tax, and invoice total, and retention release requested.
2	Taxes	The Total tax column shows a sum of all tax columns. The subsequent tax columns are the active project-level tax types. You can hover over the Information icon in the Total tax column to see a summary of all taxes.
3	File/Link	References the link to or file name of the invoice When you click the file name to access it, the document opens a preview in a new tab, so you can view the pages. The preview lets you view all pages of the document by clicking the Previous and Next buttons. If you want to download the document, click the Download file button in the preview.
4	Record ID and Invoice status	These fields update with the number and status of the payment form once it is processed, so you don’t have to manually search for it. The status updates every time you open the payment form.
5	Estimated posting date	For organizations that use a proxy ERP, this column lets you define your own posting date instead of using the submitted date. If you are relying on the integration with InEight Control for actuals, using the estimated posting date with your proxy ERP can prevent incorrect actuals in Control. When you use an ERP system, the ERP system provides the posting date regardless of the value of this field. You must have permission edit payment form to update the Estimated posting date column. The actual posting date is on the Payment progress tab.

Add a standard invoice attachment

Summary: Add a standard invoice attachment to a payment form when the payment is not for retention release. The invoice provides the Invoice pre-tax remaining to allocate and Net payable amounts required to submit a payment form.

Considerations: Taxes calculated on the gross and on the net show in the dialog box. Payments for retention release must use a separate invoice attachment.

From the Invoice attachments page for a payment form, click the Add invoice icon, and then select Add new invoice. The Add new invoice dialog box opens.
Enter the invoice information.
Click Add. Alternatively, you can click Add and new to add additional standard invoices. The Net payable and Invoice pre-tax fields in the Payment forms header are updated with the amount of the invoice.

What's next: You can submit the payment form.

Add a retention release invoice attachment

Summary: Add a retention release invoice attachment to a payment form so you can submit a payment form specifically for retention release. The invoice provides information for the Retention release remaining to allocate amount required to submit a payment form for retention release.

Considerations: Only taxes calculated on the net show in the dialog box. The retention amount cannot be greater than the total of the retention withheld.

From the Invoice attachments page for a payment form, click the Add invoice icon, and then select Add retention release invoice. The Add retention release invoice dialog box opens.
Enter the invoice information.
Click Add. Alternatively, you can click Add and new to add additional retention release invoices. The Net payable and Retention release Remaining to allocate fields in the Payment forms header are updated.

What's next: You can submit the payment form.