Progress billing: situations, down payment and retention

For contracts billed by progress, Yuman handles work situations. Each situation corresponds to a completion percentage and produces a sequentially numbered invoice.

The module supports the full cycle:

• the down payment (start advance), later deducted from situations;
• the intermediate situations, applying the retention (usually 5%);
• the visa / certification by a supervisor and sending to the client by email;
• the final statement (DGD) after handover, which releases the retention.

Each document is generated as a PDF. Invoiced amounts, remaining down payment and cumulative retention are tracked in real time on the project.