My subcontract is approved, how do I bill my GC?

Once your subcontract is approved, you can bill your GC for the work you've completed. Beam pulls your subcontract line items in automatically, so billing is mostly a matter of telling it how much of each item to bill for this period.

Before you start: You'll need an approved subcontract on the project. If you don't have one yet, you'll want to submit an estimate first. See how to send an estimate or bid to your GC. 👈

1. From within the project in Beam, click Invoices on the far left.
2. Click + Create progress invoice. If this is your first invoice, you'll see the button in the middle of the page. If it isn't, you'll find the same button in the top right.
3. Invoice details: Your issue date, due date, and invoice number auto-populate. You can edit any of them here if you need to. Click Next: Line items.
4. Line items: These are pulled straight from your subcontract. Bill against any line item by updating the % or $ value, or click Set to remaining amount to bill the full remaining balance on that item.
5. Don't see what you came to bill for? Click Propose change order to create and send a change order to your GC. Once they approve it, you'll be able to bill for it.
6. When your line items are set, click Next: Additional details.
7. Additional details: Add an invoice memo if you'd like (it shows at the bottom of the PDF), and attach any files you want to send along with the invoice. Click Next: Payment details.
8. Payment details: Confirm your payment destination is correct. Note: If you haven't added your bank information yet, you won't be able to choose a payment destination. You can add it after sending the invoice. See how to add your bank information. 👈
9. Click Send invoice to finalize and send it.

You'll land back on the project's Invoices page with an "Invoice sent" confirmation at the bottom. That's it, you've billed your GC and you're one step closer to getting paid.