How to pay Subcontractor 

1. Review Open Jobs in the Billing Section

• Navigate to the "All Open Jobs" under the billing section.

• Ensure the correct filter (e.g., ID or standard filter) is applied to see all open jobs.

2. Focus on Ready-for-Payment Items

• Identify jobs marked as "Ready for Payment."

• Ignore items that are already paid or sent to QuickBooks.

3. Verify the Invoice

• For each payment request, confirm that an invoice is uploaded:

  • If no invoice is uploaded: Request it from the subcontractor.

• Check the following details on the invoice:

  • Amount

  • Invoice date

  • Due date (calculate 30 days after the invoice date if not specified).

4. Enter Invoice Details

• Input the invoice date and due date into the system:

  • Use the standard 30-day rule for due dates unless otherwise specified.

• Ensure all data is accurate before proceeding.

5. Send the Invoice to QuickBooks

• Once verified, save the invoice and send it to QuickBooks.

• Confirm that it is marked as "Billed."

6. Update Status in the System

• After sending the invoice to QuickBooks, click "Undo" in the system to remove the "Ready for Payment" status.

7. Process Payment in QuickBooks

• Go to QuickBooks and confirm the transaction details:

  • Check the vendor and transaction list to verify the invoice is recorded.

• Schedule payment using one of the following methods:

  • Payment: Ensure vendor bank details are already saved.

  • Paper Check:

    • Confirm the vendor's address.

    • Add a memo referencing the invoice and project address for clarity.

8. Finalize Payment

• Click "Save" and proceed through the system prompts to schedule the payment.

• Confirm the payment is sent and will be marked as paid once processed by the bank.

Step by Step process on this link.