How do I issue a phase invoice and record the client’s payment?

An engineering office does not invoice by the hour or by the item; it invoices by the completed phase.

Issuing the invoice

1. From the project page move the phase to completed, then issue an invoice for it.
2. The gross amount is filled from the phase amount, and the retention is deducted at the contract’s percentage.
3. Add the advance deduction and the tax rate if they apply, and the net amount is calculated.
4. Set the due date, then save, print the invoice and send it to the client.
5. From Engineering → Invoices — Figure 1 — you see every project’s invoices with their statuses.

Recording the payment

1. Open the invoice and add a payment: amount, payment date, payment method and reference.
2. The invoice status moves on its own: sent → partially paid → paid.
3. From the payments register — Figure 2 — you see everything collected, dated by payment date rather than invoice date.

Notes

• Retention is not a loss; it is a deferred amount released at final handover, so keep track of its total.
• Do not invoice a phase whose deliverables the client has not approved; a disputed invoice delays payment by months.
• Record a payment on its real date; the collection reports are built on it.