Progress Claim Numbers can be automatically generated for each project and invoice in Abtrac.
You can also enable progress claim numbers on a case by case basis from project billing details.
Progress Claim Numbers are generated as integers – 1,2,3 etc.
The Progress Claim numbers will increment automatically starting at 1 with the first invoice created after the Generate Progress Claim No option is enabled for the project.
You can manually add a claim number to any project invoice, including those projects that don’t have ‘Generate Progress Claim No’ enabled.
Progress Claim Numbers are editable from Invoice Management > Invoice Details. You can change the number at any time.
If you enter a Progress Claim Number for an invoice and then subsequently enable the Generate Claim Number option from Project Billing details, the claim numbers on future invoices will continue from the highest entered claim number for the projects invoices.
Special Invoice Numbers using Claims
Before invoicing you can adjust the style of the invoice numbers for claims invoices to skip the next invoice number and instead create invoice numbers as the Project Code & Progress Claim No. e.g. 14010-001, 14010-002, 14010-003 etc.
From Administration > Settings > Invoice Settings > choose Project Code & Progress Claim No.
The Claim Number is added as a suffix. You can specify the suffix separator and add padding (total number of digits) to the claim number if required.
Please Note: This setting is best used if all your Abtrac invoices are generated as claims. If when this setting is enabled an invoice is generated for a project without ‘Generate Progress Claim No’ enabled then the invoice number will still be created using the Project Number and Separator, but the suffix will be left blank.
Abtrac KB# 2087