Payment claims

Payment claims · Draft deposit claim · Send claim

  • A customer contact with a valid email
  • Customer payment terms
Accountant

Payment claims

Accountant

Payment claims

1Step 1 of 4

  1. Open Money → “Payment claims”
  2. Filter the claims
  3. Press “New draft” for a progress or retention release claim

Enlarge, then scroll

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Accountant · Payment claims01

New draft claim

Accountant

New draft claim

2Step 2 of 4

  1. Choose the Project and the claim kind
  2. Enter the claim value before retention
  3. Press “Save draft”

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Draft deposit claim

Accountant

Draft deposit claim

3Step 3 of 4

  1. Check the amount and the remaining contract value
  2. Press “Send claim”, or “Cancel draft” with a reason

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Accountant · Payment claims03

Send payment claim

Accountant

Send payment claim

4Step 4 of 4

  1. Choose the “Recipient”
  2. Press “Send payment claim”

A payment claim is not a tax invoice. Sending mail works in the local demonstration only.

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Check

The claim is Sent; its document opens from the claim.

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