Client billing and IPCs

An Interim Payment Certificate records the value of contract work for a billing period. It is separate from outgoing Payments to suppliers or labourers. It uses cumulative progress against bill items, subtracts previous certification and calculates the current amount. Client Billing / IPCs requires its add-on, relevant permissions and the organization’s client-billing setting.

Open the project’s client-billing controls and confirm contract value, retention, advance amount, advance recovery and tax percentages. Create bill items with descriptions, order and contract amounts. Company defaults provide starting percentages, while project values can override them. Check the agreed commercial terms before issuing a certificate. The total certified work cannot exceed a non-zero project contract value.

1. 01

   Prepare bill items

   Confirm the project contract and deduction settings, then enter its schedule of values. Check that each item describes measurable work.

2. 02

   Create the period’s draft

   Choose the project and billing period, then enter cumulative completion for each item. Review previous certification and this period’s calculated work.

3. 03

   Submit and certify

   Check retention, advance recovery, tax and net payable. Submit for review; the authorized certifier records certification or rejection. Correct rejected drafts before resubmitting.

4. 04

   Record the receipt with care

   After money is actually received, use the supported receipt action with the amount and details. Read the partial-receipt limitation below before using this action.

In Client Billing, create a draft IPC for the project and period. Enter cumulative completion percentages for the relevant bill items, review the calculated figures and submit. The reviewer certifies or rejects it; a rejected certificate can be edited and resubmitted. Only Draft or Rejected content is editable. Resolve an existing open IPC before creating the next one.

After receipt, enter the actual amount, received date and reference. It cannot exceed the certified net payable. The current receipt action moves Certified to Paid even if the amount entered is less than the net payable; it is not an instalment ledger with repeated receipt entries. Check the amount carefully before confirming. Certified and Paid IPCs cannot be deleted normally.

If a PKR 1,000,000 bill item moves from 30% previously certified to 50% cumulative completion, current work is PKR 200,000, not PKR 500,000. Cumulative progress cannot go below what was already certified.

From current work, the application deducts retention and advance recovery. Recovery is capped at the remaining advance. It applies the configured tax percentage to the amount after those deductions and adds that tax to net payable. With 5% retention, 10% recovery and zero tax, PKR 200,000 becomes PKR 170,000 payable, assuming enough advance remains. Retention held and advance recovered are carried forward; they are not automatic cash transactions.

A Certified or Paid certificate marked client-visible can appear in the assigned project’s portal when both features are available. The client can review and download the permitted PDF; internal certification and receipt recording remain with the company. For scope changes, use Change Orders and review the schedule of values rather than quietly increasing a certified item.