> 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/index-4/utilizing-funds/utilize-funds-from-contractor-invoice.md).

# Utilize Funds From Contractor Invoice

Once a Contractor Invoice (CI) has been created and approved, you can utilize the funds reserved for the project against the invoice. This follows the same funding workflow used for Expense Records, allowing you to fund the entire invoice or individual cost lines as required.

Before utilizing funds from a Contractor Invoice, complete the following steps:

{% stepper %}
{% step %}

## Create a Purchase Order from the Project

[Create a Purchase Order](/purchase-order/purchase-order-creation.md#create-a-purchase-order-from-a-project)
{% endstep %}

{% step %}

## Get the Purchase Order approved

[Purchase Order Approval](/purchase-order/purchase-order-approval.md)
{% endstep %}

{% step %}

## Create a Contractor Invoice

[Create a Contractor Invoice](/contractor-invoice/create-a-contractor-invoice.md)
{% endstep %}
{% endstepper %}

Once the Contractor Invoice is ready, you can proceed with funding it.

***

## Cost-Level Funding

Cost-level funding allows you to utilize funds against the entire Contractor Invoice and its associated lines at once.

This is useful when the complete invoice should be funded from the same Funding Transaction.

{% stepper %}
{% step %}

## Open the Project Funding View

* Open the relevant project and navigate to the Funding screen.

![](/files/4b4244813ae7f0869c924e45758c31dae32ac217)

* Locate the Contractor Invoice you want to fund.
  {% endstep %}

{% step %}

## Select the Contractor Invoice

* Click the checkbox next to the Contractor Invoice.
* Once selected, click "Utilize Funds."
* A new window will open displaying the Funding Transactions available for the project.

![](/files/2d9eb142d5a318c8cc4e9021a9e3aaaea78c49e2)
{% endstep %}

{% step %}

## Select the Fund

* Select the Funding Transaction you want to use.
* BuilderTek will show the available amount that can be utilized from the selected fund.
* Click "Continue."
  {% endstep %}

{% step %}

## Review the Invoice Lines

BuilderTek will display a consolidated view of the lines associated with the selected Contractor Invoice.

![](/files/662fc63053894ab897690f93f4558932cffa9d79)

* Review the lines and amounts included in the funding.
* If required, you can remove individual lines that should not be funded as part of this transaction.
* Once the required lines are selected, review the total amount and click "Fund Lines."

![](/files/086b12611f3f028830489a8255e813045dc16920)

The selected fund is now utilized against the Contractor Invoice.

![](/files/59be9343ccb201b33e6d38f51fd99242ae31077f)
{% endstep %}
{% endstepper %}

***

## Cost-Line-Level Funding

If you do not want to fund the entire Contractor Invoice from one fund, you can utilize funding line by line.

This gives you the flexibility to use different Funding Transactions for different invoice lines or to fund only a portion of a specific cost.

{% stepper %}
{% step %}

## Open Contractor Invoices

* From the Project Dashboard,

![](/files/a4a44d2957dcc9f2033c9857443d1c032ade1f9b)

* Go to Quick Links and open Contractor Invoices.
* Locate the Contractor Invoice you want to fund and open it.

![](/files/3a93ba72f5d4da60689cedb27a343157b62cc9e1)
{% endstep %}

{% step %}

## Open the Funding View

* Navigate to the Funding section within the Contractor Invoice.

![](/files/0c3ac47f21561585c0c4b8c5736253d12b6c2a1d)

* You will see the individual invoice lines along with their associated costs.
  {% endstep %}

{% step %}

## Select the Cost Line

* Locate the invoice line you want to fund.
* Click "Utilize" next to the relevant line.
* A new window will open displaying the funds available for utilization.

![](/files/1374a83d2e1566a120faee7a5293e4b7cb062776)
{% endstep %}

{% step %}

## Select the Funding Transaction

* Select the Funding Transaction you want to use for the invoice line.
* Click "Continue."
  {% endstep %}

{% step %}

## Review the Funding Details

BuilderTek will display the details of the cost line being funded.

![](/files/87209c5ed19e6b8420e760d2b275e9954726ffce)

Review the information and click "Next."
{% endstep %}

{% step %}

## Enter the Amount

Enter the amount you want to utilize from the selected fund.

![](/files/6f4393eb0c493d9f1b945da506230cb6a0bf89d3)

You can fund the full amount or a partial amount, depending on your available funding and project requirements.

Click "Fund."

![](/files/e18112f1116bce836a41d3cade923104ab219484)

The selected amount is now utilized against the Contractor Invoice line.
{% endstep %}
{% endstepper %}

***

## Review Funding on the Contractor Invoice

Once funding is completed, the Contractor Invoice will reflect the updated funding information.

![](/files/5f3218e0c3f359c98a1a599e41409cced977730d)

You can review the amount reserved and utilized against the invoice and its individual cost lines directly from the Contractor Invoice's Funding view.

{% hint style="info" %}
Depending on your BuilderTek configuration, you may be able to utilize funds directly from the Contractor Invoice without first reserving them to the project.
{% endhint %}


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