How to: Submit a part payment claim

Overview

1. All claims for payment should be made against the Engagement Order
2. While multiple Payment Claims may be submitted over the course of the Engagement, they can only be submitted consecutively

3. Exceeding the Approved Limit (Budget) for the Engagement can negatively affect the Provider’s rating. Therefore, before commencing a Payment Claim check that the total of this Claim plus Claims already made or in progress will not cause the Approved Limit to be exceeded. If the Approval Limit needs to be increased, submit a Request for Variation before the limit is exceeded.

   See topic Request Budget Variation on an Engagement Order for details.

4. A Payment Claim cannot be submitted while a Request for (Budget) Variation or Request for Extension of Time on the Engagement is being processed. The Engagement Order is not in the WORK IN PROGRESS status while either of these request types is in process. Therefore the Submit Payment button is not visible.

   See topics Request Budget Variation on an Engagement Order and Request for Extension of Time for details on how to finalize these requests.
5. If the expected cost of work is unknown by the Client, they may create an Engagement with a $0.00 Approved Limit. Part payment claims can be submitted on a $0.00 budget without impacting the Provider rating. Before ending work on the Engagement, a request for variation needs to be submitted to have the Budget set.

1. Find and open the Matter against which you want to claim a part payment.
2. The Matter screen appears.
    

3. Click the Engagement tab 

   IMPORTANT:  The Status: Must be Work in Progress- Open, for a claim for payment to be submitted. Budget: Take note of the Approved $ (total amount budgeted for this Engagement) and the Budget % (percentage of the allocated budget used so far). Exceeding the approved dollar limit can negatively impact your rating with the client. See important notes at the start of this procedure on managing part payments and budget variations. A budget % of 0.00 indicates that no payment claims have been submitted yet.

    

4. Scroll down and click the Action button.

   The Order In Progress screen appears.
   The Items tab on the Engagement Order lists all items associated with the Engagement Order and all associated Deliverable Orders.

5. On the items tab click the Progress Claim button. 

When you select this, the docket start and end date will appear to enter in the invoice period. 

6. When you select this button, the docket start and end date fields will appear so they can be populted with the date range of the billing period

• Select an item by clicking on the magnifying glass
• Add more line items by clicking on new item or 5 items 

10. Once you have added all of the relevant items, click Submit payment claim 

Create the invoice and upload the file 

11. Click on the acquire button in the invoices section next to your payment claim