Projects: Changes to Progress Invoicing

Blog postedited byRaff Lagatta

We've made a few improvements to progress claiming for projects.

When using the % of Contract method, relevant items from the quote will be linked to your invoice line items.

When using the Task Actuals method, however, items from tasks will be linked to invoice line items.

This update also allows for more flexibility with invoice line items as you now have the option to:

  • Adjust the quantities, percentages, or amounts for linked items
  • Add items from linked quotes or tasks
  • Use the values of the linked items as a basis for the overall invoice line item (% of Contract only)
  • Create your own groupings of task/quote items.

You can also choose to display these groupings on invoice layouts.

Project Progress Invoicing

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We've scheduled a webinar on this new feature for Wednesday, 1 September 2021 at 11:30 am (AEST). Register here.

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Regards,
Team AroFlo

Projects: Changes to Progress Invoicing