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.

(You can also follow the same steps as the Estimate to turn an accepted Variation into a Variation payment Claim or read about it here in the FAQ) 

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. You can now choose to create the payment including individual line items with quantities or just create the single line item with total sum accepted.
  5. 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.


  6. Back on the Estimate Versions & Variations section of the Estimate tab you will now see a $ icon sitting along side the variation Type. This indicates that the accepted variation now has  a linked payment schedule item.
  7. 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 unaccept the variation and deleted it on the Progress Payment sub-tab, then return to the Budget's Estimate sub-tab to amend/re send/update the variation after its been unlocked.