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Basis Document – Indicates the document on which the invoice is based on.
Project – The specific project or assignment tied to the invoice.
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This setup ensures that invoicing aligns with the contract’s agreed terms, including how retention, discountsVAT on retention, and advance payments are handled. If the contract allows for advance billing, an Advance Invoice can be issued to request payment before any work begins. The system then enables the creation of related payment documents such as bank receipts, cash receipts, or cheque entries to record the received advance. These payments are linked to the contract and properly reflected in financial records, allowing for accurate offsetting in future invoices.
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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 Shows the amount that has been billed in earlier invoicing periods.
Current Percentage: Indicates Represents the progress percentage of work certified for the current billing cycle based on the certified quantity.
Cumulative Percentage: Reflects total progress to date, combining current and past invoiced amounts Indicates the overall completed progress, including both current and previously invoiced values.
Warranty Duration: States Specifies the post-installation warranty period after installation, where if applicable (, in months or years).
Unit of Measure (UOM): Identifies Defines the measurement unit used for measurement, such as meters or pieces or meters, based depending on the item type.
Summary linked table.
This section shows a combined view based on multiple validationsgives an overview using several checks and approvals:
Project WBS / Task: Refers to a specific parts part of the project scope, typically linked to milestones or work areasEstimate , like a task or milestone.
Estimated Quantity and Amount: Shows the contract baseline quantities and values for the task or scope Displays the planned quantity and associated cost as per the contract.
Discount: Item-level discount applied as per agreement, shown clearly for audit and transparency Any discount given for this item, as agreed.
Progress Report: Reflects actual physical progress Shows the actual work done, reported by the site engineer or supervisor.
Payment Application: Indicates the The amount the contractor has requested wants to bill, based on the achieved progresscompleted work.
Payment Certificate: Represents the value The amount approved by the consultant or client for invoicing, based on validation of progressclient or consultant after reviewing the progress.
Invoiced Quantity and Amount: Final The final approved quantity and amount now included value that will appear 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.
- The Tax Invoice Progressive (Summary) displays only the totals, without line-by-line details. It's helpful when a quick summary is required.
