Subconsultant Expenses & Invoices

This article will show you how to manage invoices from your Subconsultants since they are managed differently from your other invoices.  This is also how you will log expenses/work related to your Subconsultants to properly reflect work complete on the Project Management page for projects with Subconsultants.  Follow the outlined steps below!

Quick Summary of Step-by-Step Guide: 

1. Click on the 'Clients & Projects' tab→ 'Subconsultants' sub-tab
2. Click on the 'Subconsultant Invoices' button
3. Review list, and/or 
4. Click on the 'Receive Invoice' button 
5. Fill in the invoice details
6. Click 'Save' when finished

In-Depth Step-by-Step Guide:

1. When you receive an invoice from one of your Subconsultants, we need to let SQUAVA know so that the Project Management page can properly reflect expenses/work associated with your Subconsultants.
    
   First, click on the 'Clients & Projects' tab, and then the 'Subconsultants' sub-tab. 
   
    
   
   
2. This page will show you a list of your Subconsultants.  Since we're talking about invoices, click on the 'Subconsultant Invoices' button.  
   
    
   
   NOTE:  If you would like to view the details of a particular Subconsultant, simply click on their name to view their details.  Or, if you need to add a new Subconsultant, click on the green 'New Subconsultant' button and fill in the required details. 
   
   
   
3. This page will show you a list of all the invoices you've entered/received from your Subconsultants.  Click on the green 'Receive Invoice' button to add a new one to the list. 
   
   
   
   
   
4. A new window will appear for you to fill in the invoice details.  Click 'Save' when finished. 
   
    
   
   
   
5. You can now see the new invoice details in your list!  This amount will now reflect on your Project Management page for this particular project.
   
   
   
   NOTE:  If you need to edit details or delete an invoice, click on the pen and paper icon to edit, or the 'x' to delete. 
   
   
   

SUCCESS!!!

• You have successfully learned how to manage your Subconsultant invoices! 
• If you have other questions related to invoices, see the other articles in our Invoices 101 section. 
• Can't find what you're looking for?  Give us a call, submit a request ticket, or send us a chat message.