Reviewing, approving, unapproving, and marking invoices paid

Invoice statuses separate vendor preparation, project review, approval, and payment.

Best for: Invoice reviewers and financial administrators · Requires: Different permissions for submit, approve, unapprove, and payment actions.

Review an Under Review invoice

1. Confirm the Commitment and Billing Period.
2. Review each SOV line's prior work, current work, materials stored, and retainage.
3. Review attachments and lien waiver status.
4. Confirm the Invoice number, date, totals, and amount due.
5. Approve or return the invoice to Draft according to your process.

Approval creates a frozen snapshot used for the approved Payment Application. Approved or Paid invoices can become eligible for accounting sync.

An approver can also approve a Draft invoice directly when the project workflow does not require a separate submission step.

Return an invoice to Draft

• Moving Under Review → Draft requires permission to edit an invoice after submission.
• Moving Approved → Draft is an unapproval and requires both unapprove-invoice and edit-after-execution access.

Unapproving clears the approved snapshot. If the invoice was exported to an accounting system, it also resets the Constructable remote sync fields; coordinate with accounting before doing this.

Mark an invoice Paid

Mark Invoice as Paid requires both invoice-approval and edit-after-execution access. It updates status but is not a substitute for recording payment allocation when the project tracks Payments in Constructable. Adding or editing Payment records uses a separate payment permission.

After approval, download the Payment Application or record the Payment.

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