Advance Payment Invoices Tab and Linking Them to Contracts

This tab lets the system user manage advance payment invoices linked to a contract, to track and settle them against certificates and the contract’s/project’s invoices.

Before You Begin

• This tab appears only when at least one advance payment invoice has been created and linked to the contract.
• You must have the “View All Invoices” permission or the “View His Own Invoices” permission to view advance payment invoices.

Steps to View the Advance Payment Invoices Tab

You can reach the contract view screen (and the “Advance Payment Invoices” tab within it) in two ways:

Method 1: From Within the Project

1. From the sidebar menu, click “Construction”, then go to “Projects”.
2. Click the “View” button for any project that has a contract with Advance payments created.
3. Open the “Contracts” tab, then click the “View” button for the contract.
4. Open the “Advance Payment Invoices” tab.

Method 2: Directly From the Contracts List

1. From the sidebar menu, click “Construction”.
2. Click “Contracts” to open the full contracts list.
3. Click the “View” button for the required contract.
4. Open the “Advance Payment Invoices” tab.

Tab Content

The tab displays every advance payment linked to the contract as a separate card. Each card contains: the advance payment number and date, the client’s name and number (as a link), the user responsible for the last action (“By:”), a description of the last activity performed on the invoice, the activity’s timestamp (time and date), the invoice’s total amount, the unsettled amount, a badge showing the current payment status, and a “…” button that opens the list of actions available for the invoice.

Available Actions for Each Advance Payment (via the “…” Button)

• View: Opens the view screen with the advance payment invoice’s own details.
• Edit: Opens the screen for editing the advance payment invoice’s data.
• PDF: Exports the advance payment invoice as a downloadable PDF file.
• Print: Opens the print preview of the advance payment invoice to send it directly to the printer.
• Email to Client: Sends a copy of the advance payment invoice to the client by email.
• Delete: Permanently deletes the advance payment invoice from the system entirely.
• Clone: Creates a duplicate of the advance payment invoice.
• Remove From Contract: Only removes the advance payment’s link to the contract (without deleting the invoice itself from the system).