Steps
- On the contract, click New certificate.
- Enter each item's quantity done to date (cumulative) - From the last certificate fills in the last quantities to start from.
- The certificate works out: work done to date, less retention, less the advance recovered, less previous certificates = due now.
- Save the draft, check it and click Certify - a draft invoice to the client (or a purchase invoice from the subcontractor) is created on the project.
Good to know
- Quantities can't go below the last certificate. Print the certificate for the client.