Working with Blockworx Contractors - Proposed Invoices

Working with Blockworx Contractors - Proposed Invoices

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This article is part of the Working with Blockworx Contractors section.

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Contractors can submit their invoices through Blockworx.

When they do, follow these steps:

  1. You’ll receive a notification about a new comment from the contractor on the job:
    1. Click the notification to open the job.
    2. View the comment in the Comments tab:

  1. A separate notification will alert you to the proposed invoice needing your attention.
    1. Click the notification to open the Proposed Invoices screen and review the contractor’s invoice details.

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To receive pop-up notifications, ensure the "Disable Toaster Popups" option is unchecked in your user account.

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If you use the In-Tray, you're already familiar with linking invoices to the Proposed Invoices module.
  1. In Proposed Invoices, double-click the invoice and:
    1. Click View Invoice in the action bar to view the invoice:



    2. Click Edit Details to edit the invoice details:
      1. Adjust the apportionment, budget headings or totals and click Save at the top:



    3. Click Delete Invoice to delete the invoice.

    4. Click Query Invoice to query the invoice. Type your message and click Continue to send it to the contractor:



  1. When the contractor responds to the query with a comment or an updated invoice:
    1. A notification will alert the Property Manager and Credit Control Manager of the relevant development.
    2. Click the notification to open the Proposed Invoice screen.
    3. Updated invoice amounts will appear in red in the pin panel:



  1. Once satisfied, click Accept Invoice in the action bar:



    1. This will open the Accept Proposed Invoices screen where you can make changes if required.
    2. Click Post Invoice to submit it to the Hold File:



    3. A confirmation message will appear showing the Batch number. Click OK.


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