Business Advisory and Financial Project Management Consultancy

News & Insights

Custom Invoice Templates for the Construction Industry

What's the Issue?

The construction industry has a very specific format in which progress claims need to conform.

The construction industry has a very specific format in which progress claims need to conform. In general terms the following information is required for each stage claimed:

  • Quoted Amount for stage
    Percentage Complete (% and/or $)
  • Amount previously claimed (% and/or $)
  • Current claim (% and/or $)

how to resolve

While WorkflowMax has yet to address this issue at an application level the problem can be addressed at an implementation level through some relatively minor changes to the account setup and the use of “smart” print templates.

The process we have developed requires:

An accepted quote with all billable work listed as a job cost.

At the time of invoicing the user is required to input:
a)% previously complete
b)% claimed this invoice
Normal invoicing process other than 2) above

At the time of printing the invoice, the user will need to use a Custom Invoice Template that calculates the missing data (% claimed to date) and formats as required.
An output similar to the image above can be expected but this can be customised significantly to meet specific requirements.


WorkflowMax uses print templates to generate customised quotes and invoices. These custom print templates are based on Word documents that contain merge fields and tables that are loaded on the WorkflowMax Server. Most users simply modify the Word files to change the look and feel of the final document but the Word files can be “programmed” to do much more – hence the concept of “smart’ invoice templates.

The custom template described here has several fields that calculate the additional information required for the progress claim, thereby speeding up the invoicing process.

WorkflowMax progress claim for construction industry

Got questions about Custom Invoice Templates for the Construction Industry?

Speak to an experienced consultant from Red Arrow to find out how we can help.
Book Now

It's Free, 30 Minutes!


Book your free 30 minute consultation with an expert

Choose a time for a friendly and free 30-minute consultation to determine the optimal next steps for your business. Let's chat about your goals and set you on the right path.