Setup
You will need the Projects modules turned on in your workspace:
Projects
Projects
You must have the following permission on your security group to enable Projects.
Can change site configuration settings
Head to the Control Panel > Extensions. Click Enable to turn on Projects. You can then edit the Configuration for the Projects module.
You will also need the following permissions in your security group:
Can create & manage projects
Can view project
Can view project financials
Can view project reports & insights
Can create and update billing cards
Can create, update and delete invoices
Can view invoices and credit notes
How to create an invoice for a project task
1. Open up the project task and click Create Invoice
2. Fill in the details of the invoice
3. Dispatch an email containing the invoice to your customer
How to create a Deposit for a project
1. Go to Main Menu > Projects > Open the Project
2. Go to Invoices > + Create Project Invoice
3. Set the Invoice Type as Deposit and select a product. This will populate the remaining total amount to be claimed.
4. Complete the remaining required fields with the red asterisk (Product) and click Create draft invoice
5. Set a Subtotal ($) value:
6. Click Update to edit the deposit invoice template, otherwise, this will use the default invoice template
7. Click on the Task > Dispatch to clients and property contacts
8. Click Dispatch to client to send this to your customer
How to create a Progress Claim for a project
1. Go to Main Menu > Projects > Open the Project
2. Go to Invoices > + Create Project Invoice
3. Set the Invoice Type as Progress Claim and select a product. This will populate the remaining total amount to be claimed.
4. Set a Claim Value ($)
5. Complete the remaining required fields with the red asterisk (Product) and click Create draft invoice
6. Click Update to edit the deposit invoice template, otherwise, this will use the default invoice template
7. Click on the Task > Dispatch to clients and property contacts
8. Click Dispatch to client to send this to your customer
How to create a Retention claim for a project
1. Go to Main Menu > Projects > Open the Project
2. Go to Invoices > + Create Project Invoice
3. Set the Invoice Type as Retention and select a product. This will populate the remaining total amount to be claimed.
4. Complete the remaining required fields with the red asterisk (Product) and click Create draft invoice
5. Click Update to edit the deposit invoice template, otherwise, this will use the default invoice template
6. Click on the Task > Dispatch to clients and property contacts
7. Click Dispatch to client to send this to your customer