> 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/payable-invoice/payable-invoice-creation.md).

# Payable Invoice Creation

BuilderTek provides a guided process for creating a Payable Invoice. The recommended approach is to create the invoice directly from the Project Dashboard, so it is connected to the correct project from the beginning. But you can also create a Payable Invoice directly from App Launcher.

{% stepper %}
{% step %}

## Open BT Payable Invoices

Open the Project Dashboard for the project where you want to record the invoice.

![](/files/7bc1c78ce7668f5f7a4bc7f6a6a5650aa7e308c3)

From the Quick Links section on the right side of the Project Dashboard, locate BT Payable Invoices.

Click BT Payable Invoices.

The Payable Invoices module will open in a new tab.
{% endstep %}

{% step %}

## Start a New Payable Invoice

On the BT Payable Invoices screen, locate the "New" button in the top-right corner.

![](/files/5d8530c7f2acb8313ff2f722f04d3334118b3b69)

Click "New."

BuilderTek will open the guided Payable Invoice creation process.

The process is divided into four steps, allowing you to enter the invoice details, add invoice lines, associate the invoice with a budget, and review everything before saving.
{% endstep %}

{% step %}

## Add Payable Invoice Details

The first screen captures the basic information about the invoice.

![](/files/7fc318a3f30cd025449612d413b9ceca5683a16e)

Enter the applicable details, including:

* Descritpion
* Vendor
* Date
* Status

Complete the required information and click "Next."

{% hint style="info" %}
The fields available in this screen can be customized based on your organization's requirements. If your team needs additional information captured during invoice creation, BuilderTek can configure the module accordingly.
{% endhint %}

### Easy Navigation

The guided process allows you to move between steps without losing your progress. You can return to a previous step, make changes, and continue through the process whenever required.
{% endstep %}

{% step %}

## Add Invoice Lines

The next screen allows you to add the individual items or costs included in the Payable Invoice.

![](/files/a535e91cdd7ffe91a28a5f437b5888621b65c1d8)

The screen is divided into two areas:

* Left: Enter the details for the invoice line.
* Right: View the invoice lines already added.

Add each invoice line individually with the required information.

As you add lines, they will appear in the preview on the right side of the screen. You can review, edit, or delete individual lines as needed.

Continue adding lines until the invoice is complete.

Click "Next" to continue.
{% endstep %}

{% step %}

## Add the Invoice to a Budget

The next step allows you to associate the Payable Invoice with a project budget.

![](/files/b7bd053b1e1def14ecb47ac4eb737b46d283b3d7)

* Select the relevant budget from the dropdown list. You can search for the budget by entering its name.
* Once the budget is selected, choose the appropriate budget line to which the invoice should be assigned.
* If you do not want to associate the invoice with a budget at this stage, you can skip this step and add it to a budget later.
* Click "Next."
  {% endstep %}

{% step %}

## Review & Save

The final screen provides a complete review of the Payable Invoice before it is created.

![](/files/a5f3508c89e957ca74044a7ced1b15d1a1d54477)

Review:

* Invoice details
* Vendor information
* Individual invoice lines
* Amounts and taxes
* Project association
* Budget and budget line
* Total invoice amount

Once everything is correct, click "Save."

Your Payable Invoice is now created and connected to the project.
{% endstep %}
{% endstepper %}


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