Step 1
To start uploading an invoice to WebContractor, you'll first need to click on the "Quick Add" option at the top of the page, and then select the "Add Invoice" Option:
Step 2
You will then be taken to a new page where you will need to select the work order you wish to invoice for. You can select the the work order from the drop down menu:
If you have a large number of work orders on WebContractor, you may find it useful to use the search box to limit the number of options in the drop down menu by entering the subcontract order reference:
You'll then need to use the "Choose file" option to upload a pdf copy of your invoice from your computer.
Once you've uploaded the pdf and selected the work order, click the green "Enter Invoice" button. This will take you to a new page which will give a preview of your invoice document, and where you'll be able to enter your invoice details.
Step 3
In the invoice details section, you will need to enter the date of your invoice, an invoice reference, and a description of the works covered by the invoice:
Step 4
In the invoice Totals section, you will need to enter the net amount for your invoice. Please note that this amount does not include discount, retention, or VAT.
If you have a main contractor discount amount and a VAT amount you can enter them here, but you can leave them blank and WebContractor will calculate these based on the subcontract orders default settings:
If you are invoicing for retention release, you can also flat this by changing the "Is this a retention release invoice for this order" option to yes:
Step 5
If you're happy with your figures, you can submit the invoice for approval, or if need be, you can save the invoice to submit later:
