Platform

Project to Cash (P2C)

Project, contract, BOQ, claim bill, certified bill, proforma, tax invoice and receipt — so client revenue is as governed as procurement. A project can carry several contracts, each with its own BOQ and billing thread, all rolling up to the project.

The Project to Cash cycle

Click a hop. Watch the cycle fill from project to collection. Each step states what happens, what is controlled, and the effect — certified value becoming cash on the same audit trail.

Project
Contract
BOQ
Claim
Certify
Proforma
Tax invoice
Receipt

Step 01 of 8 · Project

Project

Who lives here: Leadership, project manager, planning

What happens

Project opened with site, commercial and approval owners
Masters, cost structure and approval path attached to the project
Head office and site share one project identity

What is controlled

The project is the parent record — one project can carry several client contracts, and every bill and receipt below rolls up to it.

Effect

Revenue is only claimed against a project that exists in the Control Tower. Several contracts on the same project still roll up to one commercial picture.

A project can carry several client contracts; each contract holds its own BOQ, claims and billing thread, and all of them roll up to the project. Contract, BOQ and RA-style client billing run on every edition. Tax invoice, GST, e-invoice and receipt posting sit with finance on B1 and Enterprise. Subcontract billing (work order → work done → bill) is a parallel commercial thread, not this client cycle.

One project, one or many client contracts — each with its own awarded value and terms
BOQ / job items as the rate and quantity system of record
Claim bill from progress and quantities — RA-style, not a free-typed invoice
Certified value captured with cuts, holds and remarks on the audit trail
Proforma then tax invoice (GST / e-invoice on B1 and Enterprise)
Receipt applied to the invoice: advances, TDS and outstanding on the same thread
Subcontract stays a parallel thread: work order → work done → subcontract bill

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