Print Invoice

Print Draw Request Listing

To print a Draw Request listing report, click Reports in the shortcut menu, then click Job Listing Reports, then click Draw Request Listing.

Draw requests are based on invoices, so before you can print a draw request listing, you must first enter an invoice. See the Invoice entry form topic for information on how to enter an invoice.

The Print Draw Request listing form has the following prompts:

Select Invoice:

Select the Invoice (by date) to print. Draw requests are based on invoices, so before you can print a draw request listing, you must first enter an invoice. See the Invoice entry form topic for information on how to enter an invoice.

Print By:

Select the order in which the job items should be grouped and printed:

Job Phase - prints job items grouped by Job Phase.
Item Structure - prints job items arranged in the structure used in the Edit Job Estimate form.
CSI Code - prints job items grouped by CSI code. CSI codes are defined in the Setup CSI Code form, and you assign them to items in the Setup Job Phase form.

View button

Click View to view a print image of the invoice. This will display the invoice in the report viewer form.

Print button

Click Print to print the invoice.

Exit button

Click Exit to close the form.

The printed Draw Request listing report includes the following columns:

Job Item

The name of the job item.

Note: If the item name is preceded by an asterix (*), this means that the item has a change order, and that the change order will be printed following the list of the job items and total.

Contract Amount / Item Cost

If the job is a "Fixed Sum" contract type, the second column title will say Contract Amount . Otherwise, the column title will say Item Cost.

Notes:

If the job contract type is "Fixed Sum", except for allowance items, the second column displays the estimated item cost (plus markups). For allowance items, the amount displayed is the actual cost (as entered in the job progress entry form).
If the job contract type is "Cost Plus" or "Time and Materials", the cost column displays the actual item cost (plus markups).

Previous Draws

This column displays the amount invoiced in previous invoices (draw requests). An item can be invoiced more than once if previous invoices are "partial" invoices for a portion of the total item amount. See Invoice entry form topic for more information.

Current Draw

This column displays the amounts invoiced in the current invoice (draw request).

Balance

This column displays the un-invoiced balance. This is the difference between the item cost and the sum of previous partial invoices.

Pct Comp

This column displays the percent of completion calculated as ((Contract Amount - Balance) / Contract Amount) * 100.