Select the Project for which you would like to enter an invoice
When you select a project tile, you are routed directly to the Project Invoices page
If you do need to navigate to the Invoices page, select it from the navigation menu on the left-hand side of the page
To enter a new Invoice, Select Submit New Invoice & Complete the Required Inputs
Vendor Name selected by default. You will not be able to unselect your own company as the vendor for any invoices you enter.
Select Commitment
If there is one commitment entered for your company for the selected project, it will be selected by default.
If selected commitment requires lien waivers, there will be an option & requirement to upload a PDF of the lien waiver to save the record
If selected commitment does not require lien waivers, the lien waiver upload option will not be displayed
If you are uncertain which commitment the invoice should be submit under, select "No Commitment" from the picklist. This will give you the option to check the "Lien Waiver Required" box. If that box is checked, the lien waiver upload option will be displayed
Enter Invoice Number
Enter Invoice Date
Upload Invoice PDF
Upload Conditional Lien Waiver (if required)
Enter Invoice Amount
Enter relevant Comments
Press Submit to Project Manager to save the record
Invoice Entry is Complete!
Viewing Invoice Status
Invoices have four different status options.
Draft - the displayed state of an editable invoice
Pending Review - an invoice able to be recalled by the vendor, and in process with the project manager
Rejected - an invoice rejected by the project manager and able to be edited by the vendor
Approved - an invoice that has been approved by the project manager. It is no longer able to be recalled or edited by the vendor.
Invoice status is displayed in the invoices listview
and in the detail view for a single invoice
Editing Invoices
As a vendor, to save your invoice you must select the "Submit to Project Manager" button. This saves your work and makes that record available to the project manager and any other viewers in Rivur. After you save your record, you can still edit your invoice until it has been approved by the Project Manager. To edit a submitted invoice, select the Recall button on the top-right.
When you recall an invoice or if an invoice you entered is Rejected by the Project Manager, it is returned to your domain and is editable.
To edit the returned invoice record, select the Edit button on the top-right.
This will return you to the same edit screen as your initial input. Make sure to press "Submit to Project Manager" to save any changes.
Deleting Invoices
If your invoice is editable, then you are able to delete it as well. There is a Delete button at the bottom of the edit screen. Press this to destroy the invoice record.
Approved Amounts (by Project Manager) versus Entered Amounts (by Vendor)
If the invoice amount entered by the vendor conflicts with what the PM has allocated, there will be an alert next to the amount in the invoices listview.
You can see the exact amounts entered in the invoice detail when you select the invoice from the list