Bill the customer

Bill long projects progressively

Why this step

A curtain wall job invoiced once at the end is a cash-flow problem you created yourself. Progress certificates against the BOQ bill what has actually been delivered, month by month.

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What this does

Issues certified ZATCA/e-invoicing compliant customer tax invoices and construction milestone progress claims (BOQ Invoices), deducting contractual advance payments and managing retention guarantees.

Before you start

Confirmed sales order or approved site milestone certificate.

Steps

Customer tax invoices list showing invoice numbers, dates, customer names, and payment states

Customer invoices kanban board categorized by draft, posted, and paid states

Customer invoice detail form displaying progressive lines, taxes, and ZATCA compliance widgets

Customer invoicing scheduled activities view

BOQ progressive project progress invoices list

BOQ invoice progress certificate editor displaying opening completion percentages

Batch invoice processing editor for bulk invoice generation and posting

Important

Always verify that the downpayment deduction line matches the exact contractual advance percentage to avoid over-invoicing project clients.

01
Open Accounting › Customers › Invoices (or BOQ Invoices) and click New.
02
Select the Customer and link the source Project or Sales Order.
03
Review automatically populated milestone line items (e.g. 50% Manufacturing Release, 30% Site Delivery, 15% Handover, 5% Retention).
04
Click Confirm to lock the cryptographic stamp, generate QR code, and send invoice PDF/XML directly via WhatsApp and Email.
05
Use Batch Processing to validate and post monthly recurring maintenance invoices in bulk.

Common mistakes

Confirming invoices before verifying the customer VAT registration number.
Issuing manual invoices without linking them to the master analytical project code.

Checkpoint

A partially delivered project produces an invoice for the delivered portion only.