Funding - Tutorials

1-Tier Configuration

• Create a Funding Change Order

2-Tier Configuration

• Create a Potential Change Order for a Funding
  • Email a Potential Change Order for a Funding
• Create a Funding Change Order

Custom Fields & Configurable Fieldsets

An asterisk (*) below indicates the task is performed in the Admin tool. 

• Create New Custom Fields ^*
• Create New Configurable Fieldsets ^*

Invoices

• Create a Funding Invoice
• Set or Release Retainage on a Funding Invoice
• Email a Funding Invoice
• Export a Funding Invoice

Configurable PDFs

• Create a Configurable PDF of a Funding Invoice
• Edit a Configurable PDF of a Funding Invoice

Payments

• Create a Payment Received