Claims and collection

1Step 1 of 8

1. Money → Payment claims: each claim with its job, kind, dates, amount and status.

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2Step 2 of 8

1. Winning the quote drafted this deposit claim.
2. Check it, then Send claim, or Cancel draft with a reason.

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3Step 3 of 8

1. Choose the recipient and press Send payment claim.
2. The claim takes its number when it is sent.

The customer needs payment terms first. If it has none, ask a director to set them on the customer record.

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4Step 4 of 8

1. View claim document shows what the customer receives: the claim, date, due date and amount claimed.
2. It says: This is a payment claim, not a tax invoice.

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5Step 5 of 8

1. Record receipt: the date received, the amount ex GST, the method, a reconciliation note and the accounting reference.
2. The claim moves to Part Paid or Paid.

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6Step 6 of 8

1. A wrong receipt is reversed, never edited: choose the receipt to reverse and give the reason.
2. Record reversal.

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7Step 7 of 8

1. New draft: the job, the kind (Deposit, Progress or Retention release), the date and the claim value.
2. Save draft.

A claim cannot take the job past its contract value. Retention is held back automatically, at the Retention rate a director sets when editing the project.

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8Step 8 of 8

1. What each customer owes: not yet due, 1–30, 31–60, 61–90 and over 90 days, largest first.

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