Customers Account Receivables · ProjectVIEW ERP
Accounts receivable (AR) software
Accounts receivable (AR) software for capital projects turns completed work into invoices and cash. It also manages client contracts, progress certificates, invoices, retentions and collections. In ProjectVIEW ERP, billing starts from the BoQ and from inspected progress on site. In short, the company bills what it built.
Key Features
- Customer Master File / Customer Contracts
- Customer RFIs and Certifications
- Accounting Entries
- Customer Financial Reports
- Project-Based Accounts Receivable
- BoQ-Based Customer Contract
- Claims and Variations
- Contract Versioning Based on Variations
- Customer RFI Creation/Approval
- Customer Certification with Retentions
Customers Account Receivables · ProjectVIEW ERP
See Customers Account Receivables in action
Customers Account Receivables
Manage what customers owe you, per project. Receivables and pending customer certificates are grouped by due date, next to payables, so the net position is clear. Receipts against payments show the cash gap of each project.
- Receivables per customer and project, by due date
- Pending customer certificates, claims and variations
- Net cash position: receipts vs payments per month
What is accounts receivable and billing software for capital projects?
What ProjectVIEW Customers (AR) contains
- Customer master: client data and address book per project and department, so each invoice reaches the right party.
- Client contracts from the BoQ: the system creates contracts from the BoQ budget, with advance payments and retentions.
- Request for inspection (RFI): raised from the site app at agreed milestones and deliverables, so inspections start on time.
- Progress certificates and invoices: created after the client verifies the RFI, so billing moves faster.
- Automatic customer entries: invoices debit and receipts credit the customer account.
- Customer reports: customer cards, balances and journals per company and per project, so balances are always clear.
- Claims and variations: teams track extra work and changes against the contract, so the company loses no value.
Why it matters in project-based ERP
- Faster billing: inspected progress becomes a certificate without re-typing, so invoices go out sooner.
- Stronger claims: every amount links to BoQ items, progress records and inspections, so claims are hard to dispute.
- Cash flow visibility: customer invoice aging feeds the cash flow forecast, so cash risk shows early.
- Revenue next to cost: receivables sit beside cost control for each project.
Site apps and connected modules
- RFI app: site engineers request inspection when work is complete. They also record the result.
- Cost Control: progress and earned value behind each certificate.
- Accounting & Finance: receipts, retentions and cash flow.
FAQ: accounts receivable for projects
What is accounts receivable in project-based companies?
It is the money clients owe for certified work. Specifically, it covers progress certificates, invoices, retentions, advance payment recovery and claims, per project. It serves construction, shipbuilding and repair, marine and offshore, mining and quarrying, and project-based manufacturing companies.
How does ProjectVIEW ERP create client certificates?
Site engineers raise a request for inspection at agreed milestones. After the client verifies it, the system creates the company certificate and the invoice.
Does ProjectVIEW ERP manage retentions and advance payments?
Yes. The system creates client contracts from the BoQ budget and then adds advance payments and retentions to each contract.
Can we track claims and variations?
Yes. The system tracks claims and variations per project and contract. Consequently, the company bills extra work with records to support it.
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