Before issuing a claim

Review the project payment schedule and check that earlier claim stages have been paid or closed. Fencify checks the sequence so a later stage is issued only after earlier unpaid stages are resolved.

• Confirm the claim amount and label.
• Add a due date when the customer needs a clear payment deadline.
• Check customer details before sending the linked invoice.

Issuing the claim invoice

1. Open the project and go to Financials.
2. Find the next due item in the payment schedule.
3. Enter a due date if required.
4. Issue the claim.
5. Open the linked invoice to review or send it.

What updates after issue

Fencify creates a project invoice for the claim amount, links it to the schedule item, marks the schedule item as issued and records the claim time. The invoice appears in the project invoices area and the main Invoicing area.

Claim payment follow-up

When payment is recorded against the issued invoice, the payment schedule can update the stage to paid and move the next stage into focus.