Client Log in - The Progress Payment Tab

Your Building Partner may provide you with access to the Progress Payments sub-tab. This page reflects your contract agreement and includes a record of any additional non-contract charges and, where applicable, variations. It provides a clear overview of what is expected to be invoiced, what has already been invoiced, and what is still to be invoiced.

You can filter information by Invoiced Date using the Invoiced Date selector.

You can also search a specific description in the Search Box

As you scroll down the page, you will see that it is broken into several sections:

• Non-contract items – anything outside your initial build contract agreement, such as unexpected engineering fees
• Deposit – for example, a drawings deposit or unconditional/contract signing deposit. Depending on how your agreement is structured, this may instead appear in the payment schedule
• Other items – PC sums, prime sums, allowances, and similar items
• Payment Schedule – stage claim items or charge-up lines
• Variations – if applicable

Each line item shows:

• The payment description, date created, and status, such as to be invoiced
• Any invoices raised against that line, including the invoice date
• The total amount to be invoiced, the amount invoiced to date, and the remaining balance still to be invoiced

Variations

Alongside each variation is the 3-dot ellipse. This gives you the options to

Print

Add a client comment for your Builder. 

Approve the variation 

Decline the variation

Once a Variation is declined, you can only print the variation or add a comment for your Builder. 

At the bottom right of the page, you will see:

• Total Project Value – the total value to be invoiced, including any variations entered so far
• Signed Contract Value
• A breakdown of each payment section with their Total, Invoiced to date and balance to invoice. 

You can also print a settlement statement with various options

Contract Total Statement - Showing only the contract pricing

Total Project Statement - Showing both contract and variations together 

Variation Statement - Showing only variations 

You can also choose to print your Transaction History, which shows all payments allocated to your project invoices/credit notes. 

Note: All figures shown on this page include GST.