Tutorials

Subcontractor Payment Applications

About Subcontractor Payment Applications

• Payment Application Contacts
  • Add Payment Application Contacts to a Purchase Order or Subcontract
  • Send an 'Invite to Bill' to an Payment Application Contact
  • Accept or Decline an 'Invite to Bill' as an Payment Application Contact
  • Submit a New Payment Application as an Payment Application Contact
  • Revise & Resubmit an Payment Application as an Payment Application Contact
• Billing Periods
  • Create Automatic Billing Periods
  • Create Manual Billing Periods
  • Edit a Billing Period For Payment Applications
• Subcontractor Payment Applications
  • Bulk Edit the Status of Subcontractor Payment Applications
  • Compile Payment Application Backups
  • Create an Payment Application on Behalf of an Payment Application Contact
  • Export a Subcontractor Payment Application
  • Export the Subcontractor Invoicing Page
  • Review Invoices as an Admin
  • Search, Filter and Group Payment Applications
  • Retention
    • Create a Subcontractor Payment Application for the Release of Retention
    • Set or Release Retention on a Subcontractor Payment Application
  • Subcontractor Programme of Values (SBOQ)
    • Add a Subcontractor BOQ to a Commitment as a Subcontractor
    • Create a Subcontractor BOQ
    • Enable or Disable a Subcontractor BOQ Tab on a Commitment
    • Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Invoicing Tool
  • Enable the Payments Issued Tab for Invoicing
• Payment Programme
  •   Create a Payment Programme
     

Settings

• Configure Settings: Payment Application
• Enable the Payments Issued Tab for Invoicing

Owner Payment Applications

• Create a Record for a Payment Received
• Create an Owner Payment Application
• Edit an Owner Payment Application's Configurable PDF View
• Email an Owner Payment Application
• Export an Owner Payment Application
• Set or Release Retention for All Line Items for an Owner Payment Application

DocuSign® Integration

• Bulk Send Subcontractor Payment Applications to DocuSign®
• Complete Subcontractor Payment Applications with DocuSign®
• Update and Set Up DocuSign® on an Owner Payment Application