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Add a New Payment to the Payments Issued Tab of a Commitment (Legacy)

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 Legacy Content

This page details the legacy experience for the Project level Commitments tool. 

Objective

To add a payment for a subcontractor payment application on the Payments Issued tab of a commitment. 

Background

Use the Payments Issued tab on a commitment to keep track of any payments issued for the commitment's subcontractor payment applications.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 

Steps

Open the Commitment

  1. Navigate to the Project level Commitments tool. 
  2. Click the Contracts tab. 
  3. In the Contracts table, locate the commitment associated with the payment application that you are issuing the payment for. 
  4. Click the Number link to open the commitment. 

Add a New Payment to the Commitment

  1. In the commitment, click the Payments Issued tab. 
  2. Click Edit.
    This open the New Payment form. 
    add-payment-issued.png
  3. Enter the following information:
    • Payment application
      Select an existing payment application from the drop-down list. 
       Note
      If the payment is linked to the payment application, the 'Paid Amount' column on the Payment applications page will update from Unpaid to either Partially Paid or Paid for the current billing period only.
    • Payment Method
      Select a payment method from the drop-down list: Check, Credit Card and Electronic.
    • Date
      Select the date you wish to record the issued payment.
    • Payment #
      Enter the related payment number for the issued payment.
    • Payment application #
      Enter the related payment application number for the payment issued.
    • Check/Ref #
      Enter the related check number for the payment issued.
    • Notes
      Enter any additional notes regarding the issued payment for recording purposes.
    • Amount
      Enter the amount of the payment.
    • Attachments
      Attach any relevant files or documents.
  4. Click Add.