Feature Article: Debtor, Client Orders, Applications & Claims

Description

This article explains how to manage the full AR Job Based Claims, Orders and Application workflow in Profitz — from creating a client order to entering applications and certifying claims. It covers the difference between Simple and Scheduled Orders, how to structure claims, and how to manage variations and progress tracking.

Purpose

To help users understand how to structure and manage client-side billing using Simple or Scheduled Orders, and how to process applications and claims accurately.

Key Concepts

Term	Description
Client Order	A contract issued to a client for billing purposes
Application	A request for payment submitted to the client (optional)
Claim	The certified amount being invoiced to the client
Schedule-Based Order	A multi-line order with a claim schedule for staged billing

Order Types

Type	Structure	Variations	Claiming Method	Use Case
Simple Order	Single-line	❌ No	Direct grid entry	Basic billing scenarios
Scheduled Order	Multi-line	✅ Yes	Schedule & VO tabs	Staged billing, variations, progress claims

If a Debtor is entered in Job Setup > Basic Details, a Simple Order is automatically created for that Job + Debtor combination.

Applications vs Claims

Application	Claim
Optional unless enforced by the order	Mandatory for all billing
Entered as a request for payment	Entered to certify and invoice
Cannot be posted	Must be posted to trigger invoicing
Used to validate billing progress	Used to record certified progress

Workflow Summary

1. Create a Client Order (Simple or Scheduled)
2. (Optional) Enter an Application
3. Enter a Claim
4. (If scheduled) Certify line-by-line using the Claim Schedule
5. Submit and post the claim
6. Email the claim to the client

Related Articles

• How to Create a Client Order (Simple or Scheduled)
• How to Enter a Client Application
• How to Enter and Post a Client Claim