Billing
Progress claims, payments, allocations, retainage, and lien waivers.
Route: /projects/[projectId]/billing. Internal only.
Prepare a claim
prepareProgressClaim snapshots the schedule of values. Owner claims draw from the prime contract; subcontractor claims from a commitment (also submitPortalProgressClaim).
Review
draft, submitted, under_review, approved, partially_paid, paid, closed (rejected returns to draft).
Record and allocate payment
recordProgressPayment, then allocateSettledPayment. Statuses: pending, authorized, settled, reversed, failed, voided. "Allocation exceeds remaining claim payment due after effective settlements".
Retainage and waivers
requestRetainageRelease: requested, approved, released. recordLienWaiverEvidence: requested, received, accepted.
reverseSettledPayment reverses a settled payment. A claim closes only when allocations cover the payment due.
Owners can pay approved claims online; staff can send a link. See Payment providers.