ANTE User Manual

Collection by Project

Collection by Project shows your receivables grouped by project, so you can see how much each project still owes and open its invoices.

Right-click a project to open its collection page in the same or a new tab, or copy the project name.

Overview

This view lists projects that have collections, with each project's budget and outstanding balance. Opening a project shows its details and the list of invoices raised against it.

Getting There

Go to Treasury → Receivables → Collection by Project.

Project List

Receivables grouped by project. An outstanding balance is shown in red, so you can see which projects still have money to collect.
  • Project Name — type to find a project by name.

Filters

  • With Collections — choose With Outstanding Balance to show only projects that still have a balance owing.
  • Project Status — filter by Project or Lead.

Table Columns

ColumnDescription
Project NameName of the project
BudgetThe project's budget amount
Outstanding BalanceAmount still to be collected (shown in red when greater than zero)
ClientThe client linked to the project

Click any row to open that project's collection details. Foreign-currency invoices are counted in the totals at the rate booked on each invoice, so every figure is in your main currency.

Project Collection Details

Opening a project shows the Project Collection Details page.

Overview Card

At the top, a summary card shows the project name, the client, the budget, and the Outstanding Balance (shown in red when there is a balance owing).

Project Information

FieldDescription
Project NameName of the project
ClientThe client linked to the project
BudgetThe project's budget amount
Downpayment %Downpayment percentage for the project
Retention %Retention percentage held back
ProgressProject progress percentage
Total CollectionTotal amount billed for collection
Total CollectedTotal amount collected so far

Invoices

The Invoices table lists every invoice raised against the project:

ColumnDescription
Invoice #The invoice number
DescriptionInvoice description
StatusCurrent invoice status
Total AmountInvoice total
Total PaidAmount paid against the invoice (shown in blue when greater than zero)
BalanceRemaining balance (shown in red when greater than zero)
Due DateWhen the invoice is due

Click an invoice row to open the invoice's full details.

If the project has no invoices yet, the table shows No invoices found for this project.

Common Tasks

Viewing a Project's Receivables

  1. Go to Treasury → Receivables → Collection by Project.
  2. Search or filter to find the project.
  3. Click the project row to open its Project Collection Details.
  4. Review the overview card, Project Information, and the Invoices table.

Adding an Invoice for a Project

  1. Open the project's Project Collection Details page.
  2. Click the Add Invoice button (top right).
  3. This takes you to Sales Invoices and opens the New Invoice flow picker — see Creating an Invoice. The project and client are not pre-filled; select the client yourself when the Create Invoice step opens (the invoice form has no project field, so link this invoice to the project afterward from Edit if needed).
  4. Complete and submit the invoice.

Opening an Invoice

  1. Open the project's Project Collection Details page.
  2. In the Invoices table, click the invoice you want to view.
  3. The invoice's full details open.

💡 Note: Project-based tracking helps you manage receivables for each engagement separately. Collections are recorded against the project's invoices.

How It Connects

Set up first

Gets its data from

  • Project Details — the project, its budget and its client come from Projects.
  • Sales Invoice — invoices raised against a project are listed on its detail page.

Feeds into

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Credit Notes
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Collection by Client