Create invoices from more Buildertrend features

What's new?

We’re expanding the Owner Invoice options, so you can decide which invoice workflow is best for your business. You can invoice from every line item in your estimate and add line items to existing invoices from other features in Buildertrend. These changes will help you consolidate your client invoices, prevent double entry, and allow you to edit before sending to your client.

1. Push multiple line items to an open invoice from your change orders, selections, bills, purchase orders or estimates.

2. Pull line items into a new invoice from your change orders, selections, bills, purchase orders or estimates. It’s the same concept as above, but instead of adding to an open invoice, you’ll start a new invoice and add the line items from any of these features.

How can I provide feedback on this release?

To provide suggestions click What do you think of this roadmap item? on the left side of the page.

We regularly review feedback in order to continuously improve Buildertrend. By analyzing this feedback we can identify areas for improvement, prioritize development efforts, and make enhancements that will better meet your needs. This ongoing process of review and improvement helps us ensure Buildertrend remains a valuable and effective tool.

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