How to Create a Progress Claim

Overview

Raise progress claims to invoice for part of a job, such as when one stage of a project has been completed.

You can claim a percentage of the total value, manually enter a claim amount, or claim per item.

After you have completed and approved a progress claim, you can then email an invoice form directly to the customer, and view the progress claim summary on the form for an overview of the cost centres and sections claimed to date, the progress claims created and paid off, and the remaining claim balance.

Progress claims may be associated with retention. Learn more in How to Set Up Retention.

US only: If you use simPRO in the United States, the term 'progress invoice' is used instead of 'progress claim'.

US only: If you use simPRO in the United States, the term 'retainage' is used instead of 'retention'.