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If your Job is "Section-based," on the Parent Job Card, click the Progress Claims Tab then you have three options to select from.

• Add Claim Sections from Job Section - select this option if you want to generate a claim for each of the job sections. 
• Add Single Section For Full Job Value - select this if you want to combine all job sections into one single claim section.
• Create New Section for Each Job Supply - select this if you prefer to have one claim section for each of the job supplies. 

Generating a Progress Claim

In this example, we select the option to Add Claim Sections from Job Sections.

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1. Enter Payment Date
2. Select Payment Method
3. Enter Payment Amount or click Pay in Full button if full if you are to process a full payment.
4. Click Process Payment
5. Select your Email Template
6. Select the email recipient
7. Click Save.

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NOTE: Often Progress Claims may be paid via EFT/Bank Transfer.  In this case you would generally reconcile the Payment from your Bank Feed in your Accounting Package.  As Ascora periodically checks your Accounting Package for new Payments you wouldn't need to manually enter this payment in Ascora.

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Once you're ready to send the progress claim to your customer, follow the steps below.

1. Click Email Progress Claim
2. Select your Email Template. If you need to create one, go to Administration → Email Templates.
3. Select your Progress Claim template or invoice template. If you need to create one, go to Administration → Document Templates.
4. Select the recipient and your customer's email address will be listed here by default.  You can add additional recipients or even send a copy to yourself by using the corresponding fields. \
5. Once all information are good to go, click Send Email.

Deleting Progress Claim

1. To delete a progress claim section, you must first delete the progress claim associated to that section.

1. To do it, click on Delete Progress Claim button and select Yes, delete this progress claim.

    Note: You can only delete the most recent claim made so if you want to delete all claims, you must start deleting from the most recent one.

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2. You can now delete the progress claim section by clicking the Trash Bin icon and select Delete.

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We've now completed the process of generating a progress claim and its corresponding sub processes such as creating a claim, and adding a payment for a Section based job.