The Progress Payment List Report

Please note: The Payment Status is not displayed on this page. This is due to payments being tied directly to invoices, not to invoiceables. With the introduction of partial invoicing and partial payments in Rave, it is no longer possible to accurately show payment statuses at the invoiceable level. To view updated payment information for invoices, please refer to the Client Invoice Report in Rave Reporting. For further assistance, see the article here.

The Progress Payment List displays all invoiceable items for your branch, regardless of their status. It allows you to see which tasks are linked to the schedule, helping to ensure no progress payments or variations are missed.

Note: Rave can only include income in the Forecast Report if the invoiceable item is connected to the schedule.

At the top of the page, you will find several filtering options:

• Status: Pending, Awaiting Approval, To Be Invoiced, Partially Invoiced

• Type: Non-Contract, Deposit, Other, Payment Schedule, Variation

• Date Range: Customize to suit your reporting period

• Keyword Search: Search by any relevant keyword

• Project: Filter by one or more projects

• Project Manager: Filter by project manager assigned

Export and Print Options

In the top-right corner, there are two options:

• Export to CSV: This includes the Project Name and Contract Name, allowing for further data refinement

• Print to PDF: Generates a printable version of the report

• Reset Filters: Clears all selected filters

From left to right, the data table includes:

• Project: Clickable link that takes you to the Build Overview

• Project Manager: Assigned to the project

• Task: The task the payment is linked to

• Description: Clickable link that returns you to the Progress Payment page

• Invoiceable Amount

• Task Start Date

• Task End Date

• Status: Current status of the invoiceable item

• Type: Source of the invoiceable (e.g. Variation or Non-Contract)

At the bottom of the page:

• The total of all invoiceables within your filtered search range is displayed

• You can adjust how many entries are shown per page

• Navigation options allow you to move between pages

From this page, we have the ability to 'Batch Request' invoices - converting multiple invoiceables to invoice(s).

Simply tick the box to the left of the project for each invoiceable you need to invoice. Then at the top of the screen, click on 'Batch Request'.

This will pop up the Convert to Invoice screen - select your invoice and due date on the left hand side, the line items you are invoicing along with the percentage or dollar amount of that line item that you wish to invoice. There is also the option to send as a single invoice at the top of the pop up screen.