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Inventory and services tab
Item/content: Describes the specific item being billed, such as a fire pump, gate valve, or pipe
Estimated Quantity, Amount, and Discount: Displays the planned quantity and agreed unit price as per the contract. Also includes any item-level discount applied before calculating VAT and retention.
Certified Quantity, Amount, and Percentage: Indicates the quantity that has been reviewed and approved for invoicing by the consultant or client, based on the issued Payment Certificate. Also shows the certified value expressed as a percentage of the estimated amount.
Invoiced (Previous): Displays what has already been invoiced in prior billing cycles
Current Percentage: Indicates the progress of the current billing cycle based on the certified quantity
Cumulative Percentage: Reflects total progress to date, combining current and past invoiced amounts
Warranty Duration: States the warranty period after installation, where applicable (in months or years)
Unit of Measure (UOM): Identifies the measurement unit used, such as pieces or meters, based on the item type
Summary linked table.
This section shows a combined view based on multiple validations:
Project WBS / Task: Refers to specific parts of the project scope, typically linked to milestones or work areas
Estimate Quantity and Amount: Shows the contract baseline quantities and values for the task or scope
Discount: Item-level discount applied as per agreement, shown clearly for audit and transparency
Progress Report: Reflects actual physical progress reported by the site engineer or supervisor
Payment Application: Indicates the amount the contractor has requested to bill, based on the achieved progress
Payment Certificate: Represents the value approved by the consultant or client for invoicing, based on validation of progress
Invoiced Quantity and Amount: Final approved quantity and amount now included in the progressive invoice
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Print forms
- Tax Invoice Progressive provides a detailed view of the invoice, displaying each item or service, its quantity, price, and applicable tax. It's useful when a full breakdown is needed.
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