Client Billing and Payment Certificates
Bill your client for work done using interim payment certificates (IPCs), with retention, advance recovery, and tax handled for you.
Use this when: You need to bill a client for the work completed so far using interim payment certificates.
An Interim Payment Certificate (IPC) is how you bill the client for the work completed so far. You set a contract value and a schedule of values, then each period you certify how much of each item is done and the system works out the amount due.
What an IPC Is
On most projects the client pays in stages as work progresses, not all at once. An interim payment certificate records how much work has been completed to date, subtracts what was already billed, and shows the net amount due for this period.
TaameerPro keeps a running total per item, so each certificate automatically carries forward the previous one — you only enter the new cumulative percentage for each item.
Before You Bill
Set the project's contract value — the total amount agreed with the client.
Set retention, advance recovery, and tax percentages (or rely on your company defaults).
Build the schedule of values: a list of work items and the contract amount for each. The items should add up to the contract value.
The Certificate Workflow
You prepare a draft, submit it for certification, an authorised person certifies it, and once the client pays you record the receipt. Only one certificate is open at a time so the running totals stay correct.
- 1
Create the certificate
Pick the period and enter the cumulative % complete for each schedule-of-values item.
- 2
Submit for certification
The draft goes to the certifier for review.
- 3
Certify
An authorised user certifies the amount. This becomes the new baseline for the next certificate.
- 4
Record the receipt
When the client pays, record the amount received against the certificate.
How the Figures Are Worked Out
| Line | Meaning |
|---|---|
| Gross work done to date | Total value of work completed across all items. |
| Less previously certified | What was already billed on earlier certificates. |
| Work this period | The new work being billed now. |
| Retention | A percentage held back as security, released later. |
| Advance recovery | A deduction that repays any mobilisation advance. |
| Tax | Tax added on the net amount, if applicable. |
| Net payable this period | The final amount the client owes for this certificate. |
Retention is tracked for you
The amount of retention held builds up across certificates so you always know how much is being held back for release at the end.
What the Client Sees
Once a certificate is certified and marked client-visible, it appears in the client portal under Billing. The client sees the certified figures and the net payable — but never your internal costs.
Certify carefully
A certified certificate is a financial commitment the client can see. Check the percentages and figures before certifying.