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
Prerequisites
You must have an active Billing Card to raise and submit invoices.
How to create a Deposit for a project
1. Go to Main Menu > Projects > Open the Project
2. Go to Claims > + Create Claim
3. Set the Claim Type as Deposit and add in a % you want to claim as a deposit on your project
4.
How to create a Progress Claim for a project
1. Go to Main Menu > Projects > Open the Project
2. Go to Claims > + Create Claim
3. Set the Claim Type as Progress Claim and type in a Description
4. Set a Value % or amount against each section to calculate what you would like to claim.
5. Click Save changes in the This Claim Section
6. Update the status from Draft to Submit (and send email) or Submit
7. Once the Progress Claim is approved, update the status to Approve. This will generate a draft invoice for you.
8. Head back to the Project and view the draft invoice. From here you can update details, change the template and go to the Task to dispatch the invoice.
How to create a Final Progress Claim for a project
1. Go to Main Menu > Projects > Open the Project
2. Go to Claims > + Create Project Claim
3. Set the Type as Final Progress Claim. This will add all remaining claim amounts to the Final Progress Claim.
4. Update the status from Draft to Submit (and send email) or Submit
5. Once the Final Progress Claim is approved, update the status to Approve. This will generate a draft invoice for you.
6. Head back to the Project and view the draft invoice. From here you can update details, change the template and go to the Task to dispatch the invoice.
How to create a Retention claim for a project
1. Go to Main Menu > Projects > Open the Project
2. Go to Claims > + Create Project Claim
3. Set the Claim Type as Retention Claim. This will add all remaining Retention withheld to the Retention Claim.
4. Update the status from Draft to Submit (and send email) or Submit
5. Once the Final Progress Claim is approved, update the status to Approve. This will generate a draft invoice for you.
6. Head back to the Project and view the draft invoice. From here you can update details, change the template and go to the Task to dispatch the invoice.
Adhoc Project Invoices
For any adhoc invoices (e.g. additional repairs) you can invoice these directly on the task generated for the repair.
The invoice will then appear in the Invoice section on the Project.