Progress Billing
Supports percentage-of-completion invoices, stage-based milestones, and automatic carry-forward balances to reflect earned value across project phases.
A standardized model invoice reduces disputes, accelerates approvals and payments, and creates defensible records that support compliance with ESIGN and UETA for electronic signatures.
Responsible for reviewing and approving progress invoices, validating quantities and change orders, and confirming attachments. PMs should have edit privileges for invoice drafts and approval authority within defined contract limits.
Handles invoice receipt, validation against purchase orders, payment scheduling, and ledger reconciliation. AP users require access to payment status, export capabilities, and audit logs but not template modification rights.
Contractors, subcontractors, accounting teams, and project owners use standardized invoice formats to streamline billing and approvals.
Consistent templates reduce reconciliation time, support audit readiness, and provide a single source of truth across project stakeholders without altering contractual obligations.
Supports percentage-of-completion invoices, stage-based milestones, and automatic carry-forward balances to reflect earned value across project phases.
Records retainage percentages per line item, calculates withheld amounts, and reports outstanding retainage for contract compliance and payout scheduling.
Include dedicated change order references, approved amounts, and links to documentation to prevent disputes and ensure consistent billing.
Automatic calculations for quantities, unit rates, taxes, discounts, and extensions minimize manual errors and speed invoice preparation.
Allow multiple attachments such as timesheets, delivery slips, photos, and signed lien waivers to support claims and audit reviews.
Configurable multi-step approval routing for subcontractors, PMs, and owners with reminders and escalation to maintain payment schedules.
Two-way integration with accounting systems keeps invoice line items, tax data, and payment status synchronized. This reduces duplicate data entry, ensures ledgers match invoiced amounts, and shortens reconciliation cycles without manual CSV exports.
Integrate with cloud repositories to attach supporting files from shared folders, keep a consistent file structure, and apply retention policies centrally for compliance and backup purposes.
Link invoices to project records and client accounts to surface contract terms, PO numbers, and project codes automatically, reducing misapplied charges and speeding approvals.
Save templates as editable documents in Google Docs or Office 365 to allow collaborative edits while retaining a canonical billing structure for final export and signature.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency for Invoice Notifications | 48 hours |
| Approval Routing for Multi-tier Signatures | Sequential routing |
| Retainage Calculation and Release Rules | Contract-based hold |
| Template Locking and Version Control | Enabled |
| Audit Log Retention and Export Settings | 7 years exportable |
Create, edit, and send construction invoices from modern web browsers or native mobile apps on supported devices.
For best results, use the latest OS and browser versions, enable secure network connections, and keep supporting documentation accessible for upload.
A GC issues a monthly progress invoice documenting percent complete and retainage
Resulting in shorter payment cycles and clearer audit records for project stakeholders.
A subcontractor submits a final invoice with attached lien waivers and certified payroll
Leading to verified closeout documentation and reduced contract disputes during final payment.
| Provider Comparison for Signing Solutions | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| Mobile app availability | |||
| Bulk Send capability | |||
| Audit trail granularity | Detailed | Detailed | Detailed |
Retain for seven years for tax and audit support.
Keep for ten years after project completion where contracts require.
Store for seven years consistent with payroll and lien defense needs.
Export quarterly and archive offsite.
Daily backups with 30-day quick restore.
| Pricing and Plan Comparison | signNow (Featured) | DocuSign | Adobe Sign | Dropbox Sign | SignEasy |
|---|---|---|---|---|---|
| Starting Price per User | $8+/user/mo | $25+/user/mo | $24+/user/mo | $12+/user/mo | $10+/user/mo |
| Free Tier or Trial | Limited free trial | Trial only | Trial only | Free trial | Free trial |
| API Access Availability | Included with plans | Paid add-on on some tiers | Included with select plans | Included | Available |
| Enterprise SLA and Contracts | Available | Available | Available | Available | Limited |
| SMS and Phone Authentication | Supported | Supported | Supported | Supported | Supported |