Progress invoices with Claude: check cumulative amounts and the difference
Progress invoices with Claude: check cumulative amounts and the difference. Method, fictional example and checks against the French project record.
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Prepare a progress invoice with Claude →
A progress invoice bills a difference rather than all progress since the start. The pack supports phases, fixed fees or time spent. Use the contracted method and evidenced progress at the reporting date. Reconcile invoices and credit notes first. Unpaid amounts are still previously billed; including them again creates duplication. The table should explain cumulative value and deductions with references that let someone reproduce the calculation.
Prepare the project inputs
Contract, approved progress by phase, all previous invoices, credit notes and confirmed VAT treatment. Keep reference copies and identify their versions. Missing inputs must remain visible before generation.
Fictional example to check
Fictional example excluding tax: a €10,000 contract has approved progress of 60%, or €6,000. Earlier invoices total €4,000, with €1,000 unpaid. The new invoice is €2,000, not €3,000. Track the unpaid balance separately.
Review before use
Recalculate phases and totals. Check VAT and rounding without automatically applying the template rate. Progress percentages need evidence, and a negative result requires reviewing corrections and credit notes before issue.
Official reference for the French context : Service Public Entreprendre — mentions des factures.
Continue with the related guide : Complementary method.