> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/contractor-invoices.md).

# Contractor Invoices

Contractor Invoices (CI) are used to record payments requested by contractors for completed work or project milestones. These invoices help track actual costs against the work delivered and ensure proper financial documentation within the project.

### Step 1: Create a Contractor Invoice

* From your Project Dashboard, navigate to the right-side panel under Quick Links.
* Search for and select "BT Contractor Invoices" to open the Contractor Invoice module.
* You can also create a Contractor invoice directly from the Purchase order by clicking on the Create Contractor invoice tab.
* On the Contractor Invoice dashboard, click on "New" to create a new invoice.
* A new window will appear. Enter the required details, including:

![Screenshot](/files/cx7sEDYFkvRUQVewuzOy)

1. Description
2. Associated Project
3. Invoice Date
4. Purchase Order
5. Description or reference details

Once all details are entered, click "Save" to create the Contractor Invoice.

Your new Contractor invoice is ready.

![Screenshot](/files/CIVpTdr4TCTnv1Fz9NyQ)

### Step 2: Allocate Contractor Invoice to the Budget Line

After creating the Contractor Invoice, navigate back to the Budget.

Go to the "Funding" tab and locate the relevant budget item. Click on "Allocate" next to that item.

![Screenshot](/files/4moorRJltdEX2Dar6hxw) In the pop-up window, select "Contractor Invoice" and click "Next".

Choose the Contractor Invoice you just created and proceed by clicking "Continue".

Review the allocation details, including:

* Allocated amount
* Remaining budget
* Funding source

  ```
  Once verified, click "Create Allocation"   
  to complete the process.
  ```

![Select Contractor Invoice Record](/files/viRbmX2eFpvxbkFJEmCN)

![Contractor Invoice Allocation Form](/files/nu9FLa1IqeonRLXPgBn2)

***

### Outcome

Your Contractor Invoice is now successfully linked to the selected budget line and funding source.

You can verify the allocation in:

* The Funding tab within the Budget
* The Manage Funding Transactions dashboard

This ensures that all contractor payments are accurately tracked and aligned with your project funding.


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