Creating Owner invoices and copying vendor lines to prime

Owner invoices bill the owner for progress against the Prime Contract.

Best for: Project accountants and owner-billing teams · Requires: Prime Contract invoice access.

Create the Owner invoice for the applicable Billing Period, then enter current progress against the Prime SOV lines so the invoice reflects that cycle's owner billing.

When vendor billing supports owner billing:

1. Open the vendor invoice.
2. Choose Copy Line Items to Prime.
3. Open or create the applicable Owner invoice.
4. Review the copied lines and resulting progress on the Owner invoice.
5. Adjust only according to the project's billing rules.

Copying saves entry time, but vendor and owner billing are not necessarily identical. Contract value, markup, approved scope, and billing timing can differ, so review the copied amounts before finalizing the Owner invoice.

If the vendor invoice has no applicable line items, there is nothing to copy.

This copies invoice progress, not Change Order pricing. To prepare a PCO from vendor change costs, see Copying vendor change costs to the Prime Contract.

In the recurring example, approved concrete foundations progress can seed the Owner invoice, while the project team still reviews the owner billing value separately.

Back to Financials Help