Billing

start up first billing start billing file (green folder) start payme billing file (aia billing continuation form) (put line item categories the same as on contract) collect invoice t\&m from forman price the t\&m invoices from the field then rewrite on excel form for legibility put the t\&m invoice in the project file pull up job tracking report and put in file place subcontractor invoices in billing folder place material invoices in billing folder make payme continuation form (subcontractor edition) for subcontractor that is doing work fill in and compare to contract from sub and gv's to client post update payme bill invoice (check against last billing first) fill in each line item by % or dollar that has had work completed fill in back page payme payment form & statement print out subcontractor payme and payme payment form include supporting paperwork stick all paperwork point out of billing file \ complete checks & balances check invoices for accuracy and compare to bid check invoices for customer billing extras code invoices for accounting turn in coded invoices to accounting \ post update payme bill invoice (check against last billing first) add extra t\&m or extra invoice in the change order section add extras and change orders put asterisk in front of co to indicate owner approved in email or writing (fill each line item by % or $ for work completed) check against actual work completed, tracking, subcontractor request for payments \ print paymee completed customer invoice continuation form \ put in the back of the folder sticking up for accounting include supporting paperwork put copy of finished subcontractor billing in front sub section put copy of vendor invoices in vendor invoice section put copies of plant invoices and requests in plant invoice section put tracking in tracking section put t\&m invoices no charge in t\&m no charge section address lien release issues and file give file to mark for review billing file goes to accounting subcontractor billing checks written, copies of payment sheets for sub/vendor billings are imputed into quick books customer statement is updated with payments since last billing customer paymee is reviewed and is added to "appl" column on the landscape billing excel workbook paymee invoice, statement and supporting document are copied & scanned (first time bill to client is mailed and emailed copy of how to read paymee bill) checks are brought into mark for payment statements, paymee invoices and supporting paperwork is mailed to clients statements, paymee invoices and supporting paperwork is emailed to clients billing check list is turned in to mark billing totals are turned into mark