Valuations and progress billing

The progress claim

A fit-out is not paid in one go at the end. Mostafa bills the client for what has actually been built, each month, through a progress claim — and this lesson is how that stays calm instead of an argument.

Open the invoice register for the Twin Villas and the first progress claim is there, already issued. The register is the history of what was claimed, what was paid, and what is still owed.

Inside the valuation

Open Progress claim 1 and you see the valuation itself: plastering works, the MEP first fix, each line a measured piece of finished work priced from the bill of quantities.

Two figures sit beneath the lines, and both are calculated for you. Five per cent retention is held back against the defects period, and fourteen per cent VAT is added for the tax authority.

The total due is what the client is asked to pay this month — line items, less retention, plus tax. Every figure traces back to a measured quantity at an agreed rate.

A payment has already come in against this claim — a bank transfer, partial, logged here. Paid to date and the remaining balance are both visible on the one screen.

And when something needs putting right, a credit note is issued straight off the invoice. The record corrects itself without anything being deleted.

The cost of getting this wrong is the month-end argument: the site says it built more than the office can prove, the client disputes the figure, and nobody gets paid until it is untangled.

A valuation from measured work skips all of that. Every figure on the claim traces to a quantity someone can point to on site.

The habit that matters

One habit worth building: value what is measurably built this month, not what feels nearly done. A claim you can defend line by line is a claim the client pays without a fight.

What just happened

1. The progress claim

   A fit-out is not paid in one go at the end. Mostafa bills the client for what has actually been built, each month, through a progress claim — and this lesson is how that stays calm instead of an argument.

2. Inside the valuation

   Open Progress claim 1 and you see the valuation itself: plastering works, the MEP first fix, each line a measured piece of finished work priced from the bill of quantities.

3. The habit that matters

   One habit worth building: value what is measurably built this month, not what feels nearly done. A claim you can defend line by line is a claim the client pays without a fight.

Open invoices → Opens Taskity in your own project.