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Progressive billing
Calculate a stage claim from a hidden Previous Claims driver so the formula bills only the new amount.
What you'll achieve
Bill a fee progressively across stages so each claim is the net new amount, never a repeat of what's already billed.
You'll end up with: A hidden Previous Claims driver and a Stage Claim formula that resolves to the net new amount.
Before you start
Progressive billing has one essential calculation: cumulative value earned to date minus the amount already claimed. If Concept Design has earned fifty thousand dollars and earlier claims covered thirty thousand, the next claim is twenty thousand.
Give the subtraction two named inputs
On Riverside Apartments, Previous Claims is a hidden Fixed Amount. It stores the thirty thousand dollars already billed but does not appear in revenue totals. Stage Claim is a Formula that references that sibling by name:
50000 - {revenue.previous_claims}
This is clearer than a negative modifier because the formula states exactly which value it subtracts. Renaming the sibling updates the relationship through Monument's formula model.
- 1
Open Concept Design's Revenue breakdown and add a Fixed Amount named Previous Claims for thirty thousand dollars.
- 2
Turn off Include in Totals so Previous Claims remains a calculation driver rather than billable revenue.
- 3
Add a Formula named Stage Claim and enter 50000 - {revenue.previous_claims}.
- 4
Save. Stage Claim resolves to twenty thousand dollars, only the money that is new.
The sibling formula does not read invoice history. Update Previous Claims when another claim goes out. If you need automatic billing history, use the invoice's Progress and Prev. Billed lines or plan billable milestones.
Troubleshooting
- Previous Claims appears in revenue totals. Turn off Include in Totals. It is a driver, not a second fee.
- The formula cannot find the sibling. The name becomes a lower-case underscore reference, so Previous Claims is
{revenue.previous_claims}. - The same amount is deducted again on the invoice. Choose one layer to net previous claims. Do not apply the sibling formula and a separate Prev. Billed deduction to the same money.
- A negative result displays as zero. Check the cumulative value and previous claims. A genuine amount owed back to the client needs a credit, not a negative claim.
Where this fits next
Use milestones when the fee agreement defines billing dates in advance. When the claim is ready to issue, create and send an invoice shows how Monument drafts the bill from the live project plan.