LienWaiver.pro

Generating Waivers from QBO Bills

•4 min read•By LienWaiver.pro

Overview

The QBO Bills integration pulls your open bills from QuickBooks Online and surfaces them directly inside the Send & Sign workflow. Instead of manually typing payment amounts and vendor details, you select a bill and LienWaiver.pro pre-fills the waiver request for you.

This feature requires the Enterprise plan. Bills appear after your initial QBO sync, which you configure in Dashboard > Settings on the QBO Connection Card.

Finding bills in the bill panel

The bill panel appears during the Send & Sign waiver creation flow, after you've selected a vendor contact. To access it:

  1. Go to Send & Sign in the left sidebar.
  2. Click New waiver request.
  3. Select or search for the vendor contact. The vendor must already be matched to a QBO vendor using the vendor mapper. If the vendor isn't mapped yet, see QBO Vendors first.
  4. Once the vendor is selected, the bill panel loads that vendor's bills automatically.

You can filter bills by payment status (open or closed) and by waiver status. Pagination supports up to 200 bills per page. Each bill in the list shows the doc number, date, due date, total amount, remaining balance, and current waiver status.

Selecting bills for a waiver request

  1. In the bill panel, locate the bill you want to generate a waiver for. Use filters to narrow by payment status or waiver status if needed.
  2. Click the bill row to select it.
  3. LienWaiver.pro pre-fills the waiver request with the vendor details and payment amount from the bill.
  4. Review the pre-filled fields, adjust the waiver type if needed, and continue through the Send & Sign wizard.

You can only select one bill per waiver request. If you need waivers for multiple bills, create separate requests for each.

How bill amounts map to waiver amounts

Each bill has two amount fields:

  • Total amount: the full value of the bill as invoiced.
  • Balance: the remaining unpaid portion after any payments applied in QBO.

When you select a bill, LienWaiver.pro uses the balance as the default payment amount on the waiver. This covers the typical scenario where you're releasing funds against what's still owed.

For progress waivers tied to a specific draw rather than the full balance, edit the pre-filled amount before sending. The bill amount is a starting point, not a locked value. You can always override it in the waiver form.

For final unconditional waivers, confirm the balance is correct in QBO before generating the waiver. If partial payments have been recorded, the balance will reflect that.

Bill details on the waiver email and sign page

When the subcontractor (or "sub") receives the waiver request by email and opens the sign page, they'll see the bill number and the payment amount that was pre-filled from the bill. This gives them enough context to match the waiver to the correct invoice without a separate email thread.

Line items from the bill are not displayed on the sign page. Only the doc number and payment amount carry through.

Waiver status on bills

The bill panel tracks where each bill is in the waiver lifecycle. The status field updates automatically:

  • None: no waiver request has been created for this bill yet.
  • Sent: a waiver request has been sent to the sub and is awaiting signature.
  • Signed: the sub has signed the waiver.

These statuses are read-only. They reflect the state of the most recent waiver request tied to that bill. If you cancel a request and create a new one from the same bill, the status updates to reflect the new request.

Use the waiver status filter in the bill panel to quickly find bills that still need waivers, or to audit which bills have completed waivers on file.

Next steps

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