How do I create a one-off bill for a project?

Use a one-off bill to pay a vendor or sub for a single bill that you don't need to track against a subcontract.

1. From the Projects page, click into the project you want to work in.
2. In the left-hand navigation panel, select Bills.
3. Click + Add bill.
4. Select the bill type. Choose One-off for a project, then click Next: Bill information.
5. Bill information (Step 1 of 3):
1. Click the Bill from field and select the vendor / subcontractor (or choose + Add new vendor to create one).
2. Confirm or update the Issue date, Due date, and Number (invoice number).
3. Click Next: Line items.
6. Line items (Step 2 of 3): Add each item on this bill:
1. Select the Project, Accounting code, and Cost type.
2. Enter a Description for the line item (e.g., “Painting Scope”).
3. Enter the Amount for the line item.
4. Use + Add item to add additional line items. The Bill total updates automatically.
5. Click Next: Finalize and add.
7. Finalize and add (Step 3 of 3):
1. (Optional) Add an Invoice memo and any attachments.
2. Choose a Conditional lien waiver option (collect signature from the vendor, upload an existing signed waiver, or collect it later).
3. Check This is the final invoice for this project if applicable, and confirm the Through date.
4. Click Save bill and schedule payment (or Save bill and pay later to schedule it later).
8. Schedule the payment the same way as a subcontract bill: confirm the recipient and bank information, choose the account to debit from, select a payment date, and click Schedule.