This Help Article covers;

If a Job has an Accepted Quote, on [+ADD] from the Sales/Payment Claims Expandable Section, Katipolt will display a Progress Claim Page.

⚠️ NOTE: If the Quote is NOT Accepted, OR the Quote has been Saved as an Estimate, a Charge Up Sales Invoice will display on [+ADD].

Progress Claims by default are Payment Claims and display the Payment Claim text. 

⚠️ NOTE: If your Progress Claim is to have Retention's held, before you create a Progress Claim, go to the Job Page, then Tick the “Retentions Apply” tick-box to display the Retentions Expandable Section in the Job Page's Sales & Costs Top Tab. 

💡 TIP: Individual or multiple Variations of a Quote can be billed to another Customer however the costs of the Variation remain on the Quoted Job.

💡 TIP: Before doing a Progress Claim, go to the Job's Reports Top Tab to view the "Actual Cost" to date to ensure that when claiming you are not under-claiming, and, don't forget to add your Margin when claiming.

Adding or Editing a Progress Claim is done from a Job Page’s Sales & Costs Top Tab.

Quick Flow:

1. From the JOB: XXXX Page, Press the Sales & Costs Top Tab, then Press the Sales/Payment Claims Expandable Section to expand and Press the [+ADD] button  to display the New Payment Claim Page

2.  From the New Payment Claim Page Check/Edit the Payment Claim Details, including the “Payment Claim From*” and “Payment Claim To*” Dates
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3.  From the Progress Claim Lines Section, Enter in either a % Complete OR Claim To Date ($) value for any displaying Quote Sections or Variation Lines you want to claim

⚠️ NOTE: Enter the % OR $ Value to the full value of the Progress Claim you want to make.  Not the % OR $ Value you want to increase the Progress Claim by.

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 4.  When you have completed building your Progress Claim, Press [SAVE] OR from the Save dropdown select option [Lock]

Following the initial [SAVE] the below Top Tabs will display;

Overview: This is the Progress Claim landing Page, here you can Add, Edit, or View the Progress Claim details

Correspondence: Here you can view;

For Adding and/or Claiming Retentions, see Help Article: "Sales - Quoted Jobs - Retentions (Add - Claim)"

You can display the individual Sections of a Quote on your Progress Claim so the Customer can see the $/% being claimed for each Section of the Work.

1.  Press the Progress Claim's [PREVIEW & SEND] button to display the Payment Claim Preview popup, then Press the Settings Icon ⚙ to display the Payment Claim Preview Settings popup

2. From the Progress Claim's Payment Claim Preview Settings popup, Edit to suit, then Press [OK] to save and return to the Payment Claim Preview popup

⚠️ NOTE: "Format by section" only applies to the Quote, Variations display as 1 line.

⚠️ NOTE: The settings are remembered for the logged-in User, I.E. other Users may have different settings. The current settings will be used for the next Progress Claim, any editing carried forward to the next Progress Claim, and so on.

1. From the Payment Claim Preview popup, Press the [EMAIL] button to display the EMAIL popup

2. From the EMAIL popup, Enter/Edit the Email fields then Press the [SEND] button  to send the Email

⚠️ NOTE: The [EMAIL] button will not liven until the Progress Claim has been Locked and if you have a valid Xero connection, the Progress Claim has synced to Xero, and the Xero/Katipolt Total is confirmed.

💡 TIP: To re-send the Progress Claim, repeat the steps above.

1. From the EMAIL popup, Press [ATTACHMENTS] then Select “Attach new file” OR “Browse existing files” to add attachments:

Open the Progress Claim, make changes and Save again OR if the Sales Invoice has been locked, [UNLOCK], make changes then Save and Lock again.
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⚠️ NOTE: You can only [UNLOCK] the current Progress Claim and then only if it is not "Paid". I.E. Previous or "Paid" Progress Claims cannot be Unlocked.

If you need to change the “Customer” on a Progress Claim that is in Draft or Locked (first Progress Claim only), you need to change the Customer on the Job Page.  To do this;

⚠️ NOTE: If the Progress Claim has been “Paid” you cannot “Void” the Progress Claim.

On [+Add] a Progress Claim will populate and display all Accepted Variations

While the Progress Claim is in Draft any further Accepted Variation(s) populate and display on the Progress Claim on opening

While a Progress Claim is Locked any further Accepted Variation(s) will not populate and display on the Progress Claim on opening, you need to [UNLOCK] the Progress Claim for further Accepted Variation(s) to populate and display on the Progress Claim

⚠️ NOTE: You can only [UNLOCK] the current Progress Claim and then only if it is not "Paid", previous or "Paid" Progress Claims cannot be Unlocked. Further Accepted Variation(s) will need to be claimed on the next Progress Claim.

If you need to change the “Customer” of a Variation(s) of a Quote so it can be billed to a Customer other than the Customer of the Accepted Quote, you need to change the Customer on the Variation Page and Save.

When you create the Progress Claim, the Customer will now display in the "OTHER" options of the Customer* field, select the Customer and only the Variation(s) lines for that Customer will display on the Progress Claim