Cumulative display of progress claim invoices

A quotation is not always invoiced in one go; this often happens in instalment invoices. These can be invoices based on a progress claim.

• If you do not want to show an overview of the previous instalment invoices on the invoice, you work with the simple invoice strategy. This is the most common way of working.
• In some cases it is desirable to show an overview of the previous instalment invoices on the invoice when you draw up the next invoice. This is done with a cumulative invoice strategy.

Invoicing from progress claims

From the 2nd progress claim onwards, an invoice strategy is followed: simple or cumulative. This determines whether the previous instalment invoices are shown on the invoice or not.

Simple

This is the most common invoice strategy:

• No overview of instalment invoices is visible on the invoice record.
• The invoice is drawn up without mentioning the previous instalment invoices.

Cumulative

• On the invoice in Robaws you see an overview of the previous instalment invoices
• If necessary, you can add a missing instalment invoice manually or remove an instalment invoice from the overview
• The invoice is drawn up with an overview of the previous instalment invoices.

Ask

Do you sometimes have to invoice simply and sometimes cumulatively? Then you can set the strategy to 'ask'. With every instalment invoice you are first asked whether you want to invoice simply or cumulatively.

Setting the invoice strategy

You can change the correct strategy via settings > progress claims > settings > 'phase billing cumulative strategy'.

What does the overview of instalment invoices look like?

In Robaws - on the progress claim

On the progress claim in Robaws there is a separate window showing the advance invoices from the financial planning (in red below). These advances are automatically deducted from the 1st progress claim.

If you invoice via progress claims from start to finish, this window will always be empty.

In Robaws - on the invoice

On the invoice in Robaws there is a separate window showing the previous instalment invoices (in red below).
This only appears if there was a preceding instalment invoice and if you choose to invoice cumulatively.

On the invoice lines, only the current progress claim is shown, with the total amount to be claimed. (in green below).
The total amount of the invoice only takes into account the amount that has not been invoiced yet.

On the invoice (PDF)

On the invoice PDF for the customer, what can be invoiced to date is shown cumulatively, and the instalment invoices (advance invoices or progress claim invoices) are deducted from that.

Invoicing via a combination of an advance invoice and progress claims

This is explained further here.

FAQ

Why do I not see an overview of instalment invoices on my invoice?

The overview is only shown if you choose the cumulative invoice strategy AND:

• if a previous instalment invoice has already been drawn up: the overview with the previous instalment invoices is then always shown
• or if the invoice strategy of quotations and progress claims is not set to 'simple' in both places. Even if there was no instalment invoice yet, you still see the (empty) overview so that you can complete it manually if you wish.

Can I add an instalment invoice to the overview?

Yes, you can do this by clicking the + sign in the overview and searching for an invoice.
This can be useful if you have drawn up a 'stand-alone' instalment invoice (not via the progress claims) and still want to include it in the overview.

Can I invoice an advance invoice first and then progress claims?

Yes; to do so, follow this explanation.

Updated on: 08/09/2026