If you have been using RAVE's Financial Management System to create Client Variations, you will LOVE our feature to automatically turn your accepted client variations into invoiceable on the Progress Payment sub-tab.

How to Push an Accepted Variation from the Estimate sub-tab to the Progress Payment sub-tab

To push an Accepted Variation to the Progress Payment sub-tab:

  1. Open the project's Budget sub-tab (to access the FMS workflows) and click on the Estimate sub-tab
  2. Scroll down to the 'Estimate Versions & Variations' section
  3. Find the variation(s) you want to convert to a client-accepted variation invoiceable, click on the 3 dot dropdown to the far right of the variation(s), and select the 'Create Variation Payment' option. This will open a 'Create Variation Payment' pop-up.


  4. Click the 'Create' button to confirm. This will take you to the 'Progress Payment' sub-tab.  Scrolling down to the Variations section, you will find the variation has been added as an accepted variation - invoiceable line.


  5. You can now follow the How to Convert an Invoiceable to an Invoice i.e. Request a Payment steps to request a full or partial payment from your clients.


NOTE: If the variation has already been pushed to the Progress Payment sub-tab, the 'Create Variation Payment' option will be greyed out - to prevent double charging.  However, if changes do need to be made, you can delete the invoiceable on the Progress Payment sub-tab, then return to the Budget's Estimate sub-tab to resend it.