Completion acts & client billing

An act records a chunk of completed work under a contract — and it is the unit that actually gets billed. Payments and client charges all trace back to acts.

Draft, approve, bill

StatusMeaning
DraftBeing edited — amounts can still change.
ApprovedAmounts are locked and count towards the balance. A client act can now be billed.
CancelledVoided. An act that already backs a client charge cannot be cancelled.

Each act carries its own NET amount, an optional progress percentage, and — on a client contract — a SALE amount and any retention held. Mark an act hidden from the client when you do not want it on their view. Approving an act also checks the parent contract is still live, so you cannot bill against a cancelled or completed one.

Two ways to bill a client act

When a client contract's act is approved, its SALE amount can reach the client one of two ways — and the module makes sure it never goes out twice.

Bill directly

Press Bill on the act to post the SALE amount straight to the client ledger as a service charge. Un-bill to reverse it.

Via a daily report

Let a daily report pull the act in as a service line, so it is billed together with the day's materials and labour.

No double billing. Once an act is billed by either route it is marked as such, and the other route refuses it — so the client is charged exactly once.
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Frequently asked questions

Only an approved act on a client contract can be billed, and only if it has not already been billed the other way. Internal contracts and draft acts have no billing button.

A directly billed act can be un-billed, which removes its charge from the client ledger and frees the act to be billed again. An act pulled into a daily report is released when that report's sources are released.