Progress claims | Settings
Via Settings > Progress claims you determine how the progress claims module works: how a progress claim appears on the invoice, whether you invoice simply or cumulatively, what appears on the PDF and which statuses you use. This page is only visible to administrators. Your changes are saved as soon as you leave the page. Do you want to apply them straight away? Then click Activate settings at the bottom right: Robaws saves them and reloads the page. How to work with progress claims is explained in Progress claims | General.
Overview
Here you determine what the views of the overview screen of your progress claims look like. What you change here applies to every user. In addition, every user can still create and set up their own overviews.
Setting | Explanation |
|---|---|
Quick filters | Choose which filters are ready by default in your overview. |
System view | Choose which columns you want in the table view, and in which order. |
Card info | Set the title, the subtitle and the fields of the card in the kanban view. A maximum of 8 fields in total. |
Tags | Set up labels that appear on a card as soon as a progress claim meets your condition. At most 10 per module. |
Card info and tags apply to the whole environment. You set the columns separately per overview.
Settings
At the top of this card you change the number of the next progress claim via Change next number.
Setting | Explanation |
|---|---|
Invoice linetext | The text of the invoice line when you invoice a progress claim. With Simple it is the only line, with Detailed the title above the lines. By default: 'Afrekening vorderingsstaat: ${nr} ${fromDate} - ${toDate}'. Use replacement codes for this. Via the globe icon you fill in the text per language; Robaws uses the language of the customer. |
Revision invoice linetext | The text of the line with the price revision, if there is a revision formula on the progress claim. By default: 'Herziening vorderingsstaat: ${nr} ${fromDate} - ${toDate}'. |
Filter out text & zero lines when creating invoice detail | On a detailed invoice, Robaws leaves out the text lines and the lines without an amount in this progress claim. Switched on by default. |
Use of allocation keys | Show the Allocation key column on your quotations and progress claims, to create an invoice per party. See Allocation keys. |
Invoicing | How a new progress claim is invoiced: Simple (one line per VAT rate) or Detailed (all progress claim lines). You can still change it per progress claim. |
Show line nrs., Show post nr. | Show the column with the line number and the post number with the lines of your progress claims. |
Phase billing cumulative strategy | How you invoice a progress claim. Simple: the invoice only shows this progress claim. Cumulative: the invoice shows all the work so far, and deducts the previous progress claim invoices and the advance payments. Ask: with every progress claim invoice you choose between simple and cumulative. Set to Simple by default. See What is the difference between simple and cumulative invoicing of a progress claim? |
Extra fields
Do you want to keep track of something on a progress claim for which there is no standard field? Then create extra fields. If you create the same extra field for projects, progress claims and invoices, Robaws takes over the content from the project to the progress claim, and from the progress claim to the invoice.
Setting | Explanation |
|---|---|
Hide 0 on pdf | Leave the lines without a current quantity off the PDF of the progress claim. |
Show total incl. VAT | Show the total including VAT on the PDF. |
Statuses
Setting | Explanation |
|---|---|
Default status | The status of a new progress claim. |
Invoice status | The status a progress claim gets as soon as you invoice it. |
Below that you create the list of statuses for your progress claims. How statuses work is explained in Working with statuses.
Default documents
Create default documents here that you draw up from a progress claim. They appear on the progress claim under the Default documents action button.
Email templates
Here you create the email templates with which you send your progress claims, with their text and the attachments that are sent along by default, for example the progress claim and your general terms and conditions.
Updated on: 06/11/2026
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