Invoices for construction teams

Invoices, progress claims and retention

Prepare customer invoices, claim progress against contract work and keep payments, credits and retention connected.

• Create an itemised invoice, or prepare a progress claim from the project schedule of values.
• Review the draft and complete your company’s approval steps before issue.
• Record confirmed receipts, review the unpaid balance and apply credits or retention releases when appropriate.

What is included

Use these capabilities within your company and project permissions.

• Schedule of values and cumulative progress claims
• Customer invoices, credit notes and retention releases
• Manual receipts, overdue reminders and recurring invoice drafts

Configuration and availability

Manual receipts record payments made elsewhere; they do not move money. Online payment collection requires connected billing.

Prepare the customer document

Link the customer and job where applicable, then add invoice lines, due date and payment terms.

Review and issue

Check GST and totals and complete any configured approval before issuing the invoice.

Track settlement

Recorded receipts and credit notes determine the current balance and Part paid or Paid status. Online payment collection requires provider activation.