How to process an invoice against a subcontract without valuation

You can invoice directly against a subcontract without first creating a valuation — Planyard will automatically generate the valuation as part of the invoice processing. Follow the steps below.

1. Open the project

Go to your project in Planyard.

2. Upload the invoice

• In the project menu, go to Files.
• Upload the invoice or cost document.

3. Link the invoice to a subcontract

• Use the supplier drop-down at the top to select the relevant subcontractor.
• If a subcontract exists with the selected supplier, choose Invoice for a subcontract in the document type drop down.

4. Fill in the invoice details

Fill in the general invocie information.

• Document name
• Invoice number
• Invoice date
• Due date

5. Allocate the costs

At the bottom of the screen, you’ll see a breakdown of contract items. Distribute the invoiced amounts across the correct lines.

6. Submit the invoice

Click Submit to complete the process.