> 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-payable-invoice.md).

# Utilize Funds from Payable Invoice

A Payable Invoice represents an invoice received from a vendor or supplier for goods or services provided to a project.

You can [create a Payable Invoice](/payable-invoice/payable-invoice-creation.md) directly from Projects or through the App Launcher.

Once the invoice is created and associated with the project, reserved project funds can be utilized against the invoice.

![](/files/5d0888c9785f44fd3b70bc75dac147ee3ae63c5e)

BuilderTek allows you to fund a Payable Invoice either at the cost level, where the entire invoice is funded together, or at the cost-line level, where individual invoice lines can be funded separately.

***

## Cost-Level Funding

Cost-level funding allows you to utilize funds against the entire Payable Invoice at once.

This is useful when all lines within the invoice should be funded from the same Funding Transaction.

{% stepper %}
{% step %}

### Select the Payable Invoice

Open the Funding view from the Project Dashboard.

![](/files/4fe80427a3e1bccfd23a2d49afb46762d519b926)

Locate the Payable Invoice you want to fund and click the checkbox next to it.
{% endstep %}

{% step %}

### Utilize Funds

* Click "Utilize Funds."
* A new window will open displaying the Funding Transactions that have been reserved for the project.

![](/files/5a10ad03a0f2e223e4bc8297654084441b8d5903)
{% endstep %}

{% step %}

### Select the Fund

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

{% step %}

### Review the Invoice Lines

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

![](/files/190287adb52632a171d11d05dc38463a47f5af49)

![](/files/d3371083fbd154ffff8670819dbd36b12ae25e44)

* Review the lines included in the funding.
* If required, you can remove individual lines that you do not want to fund as part of this transaction.
* Review the total amount to be funded.
  {% endstep %}

{% step %}

### Fund the Lines

* Once everything is correct, click "Fund Lines."
* BuilderTek will utilize the selected fund against the Payable Invoice and its included lines.

![](/files/7f6c942a554be6696f00031d4a1d698649ca56f4)

The Payable Invoice has now been funded at the cost level.
{% endstep %}
{% endstepper %}

***

## Cost-Line-Level Funding

Cost-line-level funding allows you to utilize different funds against individual lines within a Payable Invoice.

This provides greater flexibility when an invoice contains multiple costs that need to be funded separately or when one Funding Transaction does not have enough available funds to cover the complete invoice.

This is particularly useful when:

* A Payable Invoice contains multiple cost items.
* Different funding sources need to be used for different invoice lines.
* A single fund does not have enough available balance to cover the complete invoice.
* You need to make a partial funding allocation against a specific invoice line.

{% stepper %}
{% step %}

### Open Payable Invoices

From the Project Dashboard, locate the Quick Links section.

![](/files/e71f6b8b048ac7bfb7a008eaf8b72e588f6a5cf5)

Find Payable Invoices and click to open it.

A new tab will display the Payable Invoices associated with the project.

![](/files/f13f4751e61eda3ab206ee4913e211aa2fc66edd)
{% endstep %}

{% step %}

### Open the Payable Invoice

* Locate the Payable Invoice containing the cost line you want to fund.
* Click the invoice to open its details.

![](/files/e17ecb9134fe7094e074df5ef38ccac3f9eb7656)
{% endstep %}

{% step %}

### Open the Funding View

Navigate to the Funding section within the Payable Invoice.

![](/files/1d71dfc62dcbd520c118dcb3d50a5361f82c11a4)

* Locate the invoice line you want to fund.
* Click "Utilize" next to the relevant line.
  {% endstep %}

{% step %}

### Select the Funding Transaction

A new window will open displaying the Funding Transactions reserved for the project.

![](/files/72c0cea751ae0532e012739a3c3f3a558f5175e0)

Select the fund you want to utilize for this invoice line.

Click "Continue."
{% endstep %}

{% step %}

### Review the Funding Details

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

![](/files/1654d8847dd4a37fec618e5557dc24bf7e7e3d61)

Review the information to make sure the correct cost and Funding Transaction have been selected.

Click “Continue.”
{% endstep %}

{% step %}

### Enter the Amount

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

![](/files/e44a1cd08b464be3a4cfa50395cc4842155abc23)

You can also utilize a partial amount rather than funding the entire invoice line at once. This gives you flexibility when the available funding does not cover the complete cost.

Click "Fund."

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

***

## Review Funding on the Payable Invoice

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

![](/files/76a36bb5dbe7164b98c396adf348a28b62b9ddf2)

You can review the amount that has been reserved and the amount that has been utilized from the invoice's funding information.

{% hint style="info" %}
Funds must first be reserved for the Project before they can be utilized against a Payable Invoice.

Once reserved, the funds can be applied to the invoice at the cost level or distributed across individual invoice lines, depending on your project and funding requirements.
{% endhint %}


---

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