Explanations
Explanations and guidance for invoicing and progress claims
By Ben1 author5 articles
- What Work tab Invoiced colours mean on progress claim projectsWhy Work tab Invoiced pills are grey, orange, green or red on progress claim projects, and how that differs from Budget and Contract colours.
- Why costs sit inside deliverables on a progress claimWhy billable costs allocate into deliverable claim items on a progress claim, and how invoice extract or a T&M reimbursements deliverable gives separate lines.
- Where task names show when allocating time to claims and invoicesInvoice Allocated To shows task and deliverable; claim inclusions and allocate pickers use accordion headings or task subtitles; PDF Export PDF Report has Display tasks (not the same as claim…
- Understanding Complete % on hybrid progress claimsWhy TOTAL Complete % on a hybrid claim uses fixed-price lines only, how the T&M summary row works, and what Total this period (ex tax) means for clients.
- Why claim and invoice screens show marked-up sell amountsWhy Amount to Claim, Invoiced and Cost Allocation show marked-up sell figures while some edit fields still use the base cost.