Structur streamlines the invoicing process, making it easy to generate professional invoices and track payments for your construction projects. This article will guide you through the steps of creating and sending invoices.
Accessing Invoices
To access the Invoices feature, navigate to "Invoices" in your navigation bar underneath "Financial Management."
Creating a New Invoice
Click "Create a New Invoice."
Title your invoice with a clear and descriptive name (e.g., "Project Name - Invoice #1").
Review the Schedule of Values. Structur automatically populates the invoice with the schedule of values from your approved proposal and any approved change orders.
Enter the amount due for each cost code item. You can enter the amount due as a percentage of the total cost code value or as a specific dollar amount.
Utilize the quick input tools:
Quick Input: Apply a percentage to the entire invoice to quickly calculate amounts due for all cost code items.
Reset Invoice: Restart the invoicing process if needed.
Add files (optional). Attach any supporting documents, such as receipts, reference daily logs or progress reports.
Set a due date. Specify the date payment is expected from the client.
Customize visibility. Use the visibility options to control which information is displayed to the client on the invoice.
Preview the invoice. Click the "Preview" button to review the invoice and ensure the amount due and cover page appear as intended.
Send the invoice. Click "Send Invoice" to deliver the invoice to your client electronically.
Benefits
Automated data population: Streamlines the process by automatically pulling data from your budget and change orders.
Flexible input options: Allows you to enter amounts due by percentage or dollar value.
Customization: Provides control over the invoice content and appearance.
Efficient payment tracking: Helps you stay organized and receive payments promptly.