This feature allows you to take the estimate category lines from an accepted estimate and turn them into a schedule of progress payment invoiceables. 


NOTE: You can also follow the same steps as the Turn an accepted Variation into a Variation payment Claim, or read about it here in the FAQ




Convert a Client Estimate to a Progress Payment/Charge Up Claim


To convert a Client Estimate's estimate category lines into a schedule of progress payment invoiceables, you first need to have an approved and accepted client estimate - once done: 

  1. Click on the 3-dot action dropdown (to the far right of the estimate line) and select the 'Send to Progress Payment Page' option




  2. This will open a 'Send to Progress Payment Page' pop-up.  

    - If the 'Include Line Items' check box is unticked, the conversion process will only display the category name as the invoiceable description and the Total Value as the invoiceable amount.  
    - While ticking the 'Include Line Items' check box will display all of the individual line items within the proposal as separate invoiceable lines.




  3. When ready, click the 'Create' button to confirm the conversion process.

    This will take you to the project's Payment Schedule section of the Progress Payment sub-tab, where you'll see that all of the category names have become invoiceable descriptions, with the category values ready to convert to an invoice and charge the client.


    You will also see a % breakdown column, showing the % amount that each invoiceable has in this section vs the total of all invoiceables listed thus far.

    NOTE: If any attachments were added to that Estimate, the conversion will bring these over too—these are accessible via the paperclip icon, while the list icon lets you know that there are detailed invoiceable lines available. 




Note: When you have created the Payment Schedule, Rave will display a $ sign icon on the Estimate Versions section, confirming that this action has already been done.