Raising an invoice with tax

A compliant invoice with a TRN, and what the client's accounts team will look for.

In this lesson

The claim, on the register

Mostafa raises the villas’ progress claim here, on the invoice register. An invoice here is not just a bill — it is a document Rania’s accounts team will check against the contract.

Opening the breakdown

He opens Progress claim 1 to read its breakdown, because the numbers a client queries are always inside the lines, never on the total.

The lines a client queries

Each line is a measured piece of work — the plastering, the MEP first fix — at the rate the BOQ agreed.

Retention and tax

Retention sits on its own line: five per cent, held back from this claim until handover. It is not a discount; it is money the studio has earned but not been paid yet.

Then VAT, at fourteen per cent, calculated on the lines. Because the rate and the TRN were set up once, Mostafa never types them into the invoice himself.

The number the client pays

The total due brings the lines, the retention and the tax together into the one number Rania will pay.

The cost of getting a line wrong

Get a line, a rate or the TRN wrong and the claim comes back, payment slips a month, and the studio is funding Rania’s build out of its own cash.

The habit that matters

One habit worth building: before you send a claim, read every line the way the client’s accounts team will. An invoice that survives their questions is an invoice that gets paid on time.

What just happened

  1. The claim, on the register

    Mostafa raises the villas’ progress claim here, on the invoice register. An invoice here is not just a bill — it is a document Rania’s accounts team will check against the contract.

  2. Opening the breakdown

    He opens Progress claim 1 to read its breakdown, because the numbers a client queries are always inside the lines, never on the total.

  3. The lines a client queries

    Each line is a measured piece of work — the plastering, the MEP first fix — at the rate the BOQ agreed.

  4. Retention and tax

    Retention sits on its own line: five per cent, held back from this claim until handover. It is not a discount; it is money the studio has earned but not been paid yet.

  5. The number the client pays

    The total due brings the lines, the retention and the tax together into the one number Rania will pay.

  6. The cost of getting a line wrong

    Get a line, a rate or the TRN wrong and the claim comes back, payment slips a month, and the studio is funding Rania’s build out of its own cash.

  7. The habit that matters

    One habit worth building: before you send a claim, read every line the way the client’s accounts team will. An invoice that survives their questions is an invoice that gets paid on time.

Open invoices Opens Taskity in your own project.

Next: Retention — the money you have not been paid yet →

Put it into practice.

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