Progress claims | General

With a progress claim (claim statement) you invoice a large job in parts, as the execution progresses. A progress claim always belongs to a project and is based on one or more quotations. Per line you fill in how much was carried out in this period. Robaws remembers what was already claimed in the previous progress claims, so that you never charge anything twice. Then you convert the progress claim into an invoice. The progress claims module is included in the Pro licence. You give a user access via the permissions on progress claims in their user role.

Navigate quickly to:

• the overview of the progress claims
• creating a new progress claim
• the progress claim file
• filling in the lines
• adding extra lines, such as a change order
• the PDFs and sending the progress claim
• invoicing the progress claim
• the next progress claim
• the action buttons

Overview screen

You can adjust the overview of the progress claims via the settings: which columns you want, in which order, which quick filters? In addition, every user can create their own overviews and personalise them. Via the overview screen you can make bulk changes to several progress claims at once.

The Nr. column shows the number of the progress claim and the sequence number within the project, for example 'V260012 / 3' for the third progress claim of that project.

Views

Besides the table view, you can also view your progress claims as cards in the Kanban view, with a column per status.

Creating a new progress claim

A progress claim always belongs to a project. You create one in two ways:

• in the overview of the progress claims with the Add (+) action button. Then choose the project.
• from the project, via the plus sign next to 'Progress claims' in the Overview block

If it is the first progress claim of the project, you choose which quotations Robaws takes over. The quotations that are active on the project are already ticked. Robaws takes over all quotation lines, without variants and options, under a title with the number of the quotation. If the quotation has discounts or surcharges, they appear on a separate line.

If the project already has a progress claim, Robaws immediately creates the next progress claim.

The progress claim file

If you work with extra fields, they also appear in this block. If you create the same extra field for projects and progress claims, Robaws takes over the content from the project.

On the right of the file

In the Overview block you see the progress claims and the invoices of the project. With the plus sign you immediately create an invoice or the next progress claim. Depending on your settings, you see the Advance payments block below it, with the advance invoices that Robaws can deduct when invoicing.

Tabs

Besides Items, Remarks, Documents and Tasks, a progress claim has two more tabs: Absence and Formulas. See Dealing with absence on the progress claim and Price revision formulas on the progress claim.

Filling in the lines

You always claim on the top level of the quotation (the name of the item or the post), not on the underlying detail.

Per line, fill in Current or % Total: the other field adjusts itself. Via the icon next to Current you calculate the quantity with a formula or measurements. At the bottom right you see the total of this progress claim and what percentage of the work is finished.

Do you want to set all lines to the same percentage at once? Then click the Edit total percentage globally (%) action button. Robaws sets every line that is still lower to that percentage. Lines that are already higher stay unchanged.

If you select several lines and right-click, you can delete or edit them in one go, for example the VAT rate, the allocation key or the revision formula.

Base and change order

With the VR column you mark a line as a change order. On the PDF and on a detailed invoice, the base and the change orders are shown separately. On a line with VR you can also fill in Predicted and Previous yourself.

Adding extra lines

With the Add (+) action button you add a quotation, a change order, an order or a work order to the progress claim. Robaws puts the lines at the bottom, under a title with the number of the document and the progress claim to which you added it, for example 'Change order V26-0004 VS2'. What you add is carried over to all following progress claims.

PDFs of the progress claim

Via the Pdf action button you choose one of these documents:

The PDFs are on landscape background. Make sure your margins are set correctly, so that your logo does not run through the progress claim. In the settings you determine whether lines without a current quantity appear on the PDF, and whether the total including VAT is shown on it.

Sending the progress claim

Click the E-mail action button and choose an email template. In the template you determine the text and which attachments are sent along.

• Robaws suggests the email address of the customer. Do you want to set per project to whom the progress claim goes? Then fill in Claim state e-mail to on the project.
• Does the progress claim have to go to the architect first, for example? Add them as a construction partner on the project and tick Receive progress claims?. Their email address then also appears when you send.

Invoicing the progress claim

Click the Make invoice action button. If you work with several sales journals, you first choose the journal. Does the progress claim have to go to several parties? Then use an allocation key: Robaws then creates an invoice per party. After invoicing, the progress claim gets the Invoice status from the settings.

What the invoice looks like depends on two choices:

You can read the difference between simple and cumulative, with an example, in What is the difference between simple and cumulative invoicing of a progress claim?

If you select several progress claims in the overview and click Make invoice, they end up together on one invoice. Robaws then always invoices them simply.

The next progress claim

If the work is not finished yet, you create a new progress claim for the next period. In the Overview block of the progress claim or the project, click the plus sign next to 'Progress claims', or use Add in the overview.

Robaws takes over all lines: Previous shows what you have claimed so far, Current is set to 0. The revision formulas and the advance payments are carried over too. The period moves on: From becomes the day after the end of the previous progress claim, Until the end of that month.

Action buttons

In the overview screen

On the progress claim file

At the top of the progress claim file there is a row of action buttons. The name of an action button appears as soon as you hover over it with your mouse.

Updated on: 06/11/2026