14. How to Create Opening Balance Progress Claims

Navigate to the Contracts module, ensuring that you filter specifically for revenue contracts. From the filtered list, select the project for which you intend to generate an invoice.

Open the selected contract and proceed to the invoice sub-navigation by clicking on it.

Within the invoice sub-navigation, adjacent to the contract deliverables, input the percentage you are claiming. Upon pressing the save button, the system will automatically calculate the invoice total.

To generate the actual invoice, press the "New Document" button. If necessary, you can customize the document template according to your requirements.

Now, you can proceed to create the invoice, entering details such as the invoice date and additional specifications like layout.

Unchecking a specific box will modify the invoice display, showing only the claimed items.

Scroll down to view the invoice total. If the invoice has been paid, you can mark it as such by checking the corresponding box, which will update the outstanding total to zero.

Once satisfied with the invoice details, press the save button, followed by the "Finish" tab.

Select the document status, and press close to save the finalized invoice.

Return to the dashboard sub-navigation, then navigate to the completed claims sub-navigation to find and review your newly created invoice.

If the "Invoice Paid" box wasn't checked previously, locate the invoice in the progress claims sub-navigation.

Within the progress claims sub-navigation, you have the option to mark the invoice as sent and input the corresponding date.

For a comprehensive history of invoices related to a specific contract, navigate to the contract name, then the correspondence sub-navigation.