Invoices
Bill your client with interim payment certificates, bundle in change orders, and track payments to zero.
Track Every Claim
Open a project and select Invoices. Each invoice is an Interim Payment Certificate (IPC) showing Total, Paid and Due. Partially Paid and Overdue appear on their own, and Overdue only applies to certified invoices.
- 1Add · new invoice (IPC)
- 2Search · by invoice
- 3Filters · Status, Invoice Date, Due Date
- 4Total / Paid / Due
- 5Status · Partially Paid and Overdue are derived
- 6Row menu + bulk Delete · Edit, Record payment, Delete
Use the row menu to Record payment. Status follows paid against total, so Paid can't be picked by hand.
Build the Certificate
Set the dates and status, check the Contract Value ledger, tick change orders to include, and add cost lines.
Invoice name
Invoice ID * IPC-002
Invoice Date * 01 Sep 2026
Due Date * 30 Sep 2026
Contract Value
RM 1,200,000
Paid to date
RM 160,000
Remaining
RM 1,040,000
Cost Lines Subtotal
Record payment
Date 05 Oct 2026
Amount RM 58,500
Payment method: Bank transfer
Bank transfer, Check, Cash, Wire transfer, Credit card, Other
Note
- 1Header Total + Create · Cancel, Create/Update
- 2Status picker · Paid is disabled
- 3Contract Value · paid to date, Remaining
- 4Change Orders · Select change order
- 5Cost Lines Subtotal · Add line
- 6Record payment · status follows paid vs total
PMC engagement roles see this module renamed Interim Payment.