How do I enter a progress claim?

A progress claim is a request for payment from your builder or consultant.

1. Go to Financial → Cost Management and open the provider (click the ⋮ then View).
2. Click the Progress Payments tab, then + Create Claim.
3. Enter the title, invoice number and dates.
4. For each line, enter the % Claimed (what they are asking for) and the % Complete (what you agree is done).
5. Check the totals and the provider's insurance status.
6. Click Save as Draft to finish later, or Approve & Pay once you have agreed the amount.

Tip

• Only approve what has actually been done on site. Check the work, or ask your certifier, before you pay.