ANTE User ManualCollection 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.
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
Search
- 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
| Column | Description |
|---|---|
| Project Name | Name of the project |
| Budget | The project's budget amount |
| Outstanding Balance | Amount still to be collected (shown in red when greater than zero) |
| Client | The client linked to the project |
Click any row to open that project's collection details.
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
| Field | Description |
|---|---|
| Project Name | Name of the project |
| Client | The client linked to the project |
| Budget | The project's budget amount |
| Downpayment % | Downpayment percentage for the project |
| Retention % | Retention percentage held back |
| Progress | Project progress percentage |
| Total Collection | Total amount billed for collection |
| Total Collected | Total amount collected so far |
Invoices
The Invoices table lists every invoice raised against the project:
| Column | Description |
|---|---|
| Invoice # | The invoice number |
| Description | Invoice description |
| Status | Current invoice status |
| Total Amount | Invoice total |
| Total Paid | Amount paid against the invoice (shown in blue when greater than zero) |
| Balance | Remaining balance (shown in red when greater than zero) |
| Due Date | When 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
- Go to Treasury → Receivables → Collection by Project.
- Search or filter to find the project.
- Click the project row to open its Project Collection Details.
- Review the overview card, Project Information, and the Invoices table.
Adding an Invoice for a Project
- Open the project's Project Collection Details page.
- Click the Add Invoice button (top right).
- 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).
- Complete and submit the invoice.
Opening an Invoice
- Open the project's Project Collection Details page.
- In the Invoices table, click the invoice you want to view.
- The invoice's full details open.
Related Pages
- Collection by Client — Receivables grouped by client
💡 Note: Project-based tracking helps you manage receivables for each engagement separately. Collections are recorded against the project's invoices.