How to issue an owner certificate for completed work

Steps

1. 1

   Contract items and the current quantity

   In “Add certificate”, “Owner certificate (revenue)” tab, choose the project and the customer fills in. Items show at selling price with change orders included: marble 455 m². Type current 100: work 38,000, 10% retention holds 3,800, VAT 5,130, net 39,330.

2. 2

   Approval

   “Approve certificate” saves it approved at once, or “Save as draft” to review first. Work to date cannot exceed the item quantity, and an approved certificate cannot be edited or deleted.

3. 3

   In the certificates list

   The certificate shows as “Approved” with its type and net. The next certificate takes each item’s previous quantity from approved certificates.