Once you've set up your account's email(s) for payment request notifications, and linked to Xero (if required) we're ready to look at the ‘Progress Payment (Payment Schedule)’ sub-tab.  

The ‘Progress Payment (Payment Schedule)’ sub-tab is available once you've opened up your project - sitting between the 'Site Log' and 'Invoices Out' sub-tabs.   

 



Overview of the Progress Payment screen


The Progress Payment screen is a reflection of your contract agreement, it has several different areas where we can create invoices to request payments from the clients, and a number of cool features too. We are going to overview the various sections of this page first, before going into more detail on the how-to steps later.

At the top of the screen, we have:

  1. An invoiceable search - allowing you to search for specific invoiceables
  2. And a handy table summary of all Invoiceables displaying:
  • The Progress Payment Total - the total of all invoiceables that are due to be invoiced (not including pending variations or canceled invoiceables)
  • Invoiced Total - the total value of all invoices sent for payment
  • To be Invoiced - the total value of all invoices that have been created but not yet sent to the client for payment


Moving down the page we have a number of Payment Sections: 

  1. Non-Contract - Any invoiceables outside of your contract, that are not considered variations
  2. Deposit - Any pre-consent (plan or drawing deposits) and unconditional deposit invoiceables
  3. Payment Schedule - Any progress payment or charge-up invoiceables
  4. Other - PC Sum, Prime Costs, Lump Sum, etc... invoiceables - this box is used to track fixed amounts you need to charge that can have over and under charges
  5. Variations

Each Invoiceable line has a number of in-built fields - whether they are a basic Invoiceable or a Detailed Invoiceable item

  1. Description of the invoiceable item
  2. Status - of the invoiceable item (Invoiced, Unpaid, Partially Paid, Paid, Overpaid)
  3. Invoices - invoice number, or numbers if multiple part payment invoices have been created
  4. Date Invoiced 
  5. Total - the total value incl GST
  6. Invoiced to Date - the current amount invoiced so far
  7. Balance - any remaining amount yet to be invoiced
  8. A summary line (in bold) for that Payment Section

Each Invoiceable line can

  1. Be edited - via the pencil (edit) icon
  2. Be converted to an Invoice
  3. Have a Comment added - viewable to branch users and the client (if given access)
  4. Have a Note added - viewable by branch users only
  5. Have an attachment added - viewable to branch users and the client (if given access) 
  6. Be deleted


And finally, at the bottom right of the screen, we have a pricing summary - displaying:

  1. The current Total Project Value - including GST, and all invoiceables, but excludes pending variations
  2. The originally Signed Contract Value - including GST
  3. A summary of each Payment Section's invoiceables - as per the table summary at the top of the page i.e.
    • Invoiced to Date - the total value of all invoices sent for payment 
    • To be Invoiced - the total value of all invoices that have been created but not yet sent to the client for payment.