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Progress invoicing and retention, the way UK contractors actually need it

Raise applications for payment by percentage across a job, hold retention at the rate you set, and see the exact amount due, with reverse charge VAT and CIS handled. Built for UK subcontractors working under JCT and equivalent contracts.

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The problem it solves

Applications for payment live in spreadsheets

Tracking cumulative claims, this-period values, and retention across a long job in Excel is error-prone. One wrong cell and you under-claim or get the application bounced by the QS.

Retention gets forgotten

Retention is held back on every application and paid out long after the work is done. Without a running total against the job, retention you are owed quietly slips through the cracks.

Reverse charge VAT and CIS make every line harder

Get the domestic reverse charge or the CIS deduction wrong on an application and it costs you time, credibility, and sometimes cash. The maths has to be right every time.

How it works

  1. 1

    Set the retention on the job

    Tick Apply retention on the job and set the rate (5% is common). Retention stays off until you do. Every scope line tracks its contract value, percentage complete, this-period value, retention deducted, net now, and remaining balance.

  2. 2

    Claim by percentage, cumulatively

    Raise an application by setting the percentage complete on each line. The system validates that cumulative claimed is at least what was previously certified — the same check a QS applies under JCT standard forms — and blocks the application if not.

  3. 3

    Submit, issue, and release retention

    Send for internal approval to catch calculation issues before the application reaches the main contractor or QS. Once every line is certified to 100%, release all the retention held on one invoice, with the figures already worked out.

What you get

  • JCT-style applications for payment
  • Retention at the rate you set, released on one invoice
  • Cumulative claim validation against previous certificates
  • Domestic reverse charge VAT handled per line
  • CIS-aware deduction logic
  • Internal approval step before issue
  • Deterministic figures — AI never edits a financial number

Progress Invoicing & Retention — frequently asked questions

Yes. Applications for payment are a first-class workflow. You claim by percentage complete across each scope line, the system tracks this-period value, retention deducted, net now, and remaining balance, and applications are cumulative — it validates that what you claim this period is at least what was previously certified, exactly as a QS checks under JCT standard forms.
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