How to Submit a Claim

Ready to submit your first claim? Here's how...

Claire Jenkin avatar
Written by Claire Jenkin
Updated over a week ago

Creating a claim through payapps.com can seem daunting at first, but is very easy once you are familiar with the process. Here we will break down each step in detail, as an easy reference guide for you.

Note: This process requires users to be added to a project as a contributing member, and to have Member and Submitter permissions within the project settings. For more information about project members and permissions, click here

Creating a new claim 

1. From the Payapps main screen, select the project you're working on by clicking the “>” symbol on the right-hand side of the project bar or by selecting the name of the project (if you're only working on a single project, your page will show as in Step 2).

2. You should now see the contracts available to work on within this project. Select the contract by clicking on the centre line (it will turn grey when you move your cursor over it).

3. Next, you will arrive on the contract summary screen. In the centre of the screen, you will see the claim history section. As this is our first claim, the history is currently empty, but not for long. Navigate to the right and select "New Claim"

4. You are now in a new draft claim. After submitting your first claim, you will see the previously claimed amounts (Dark Blue) and the current claimed amounts (Green).

You can enter the percentage or dollar value against each relevant line item either in the Claimed to Date column or Current Claim column for the works that have been completed.

If you need to add a variation to your claim, please see our article on Creating Variations

5. Depending on the contracts requirements, your builder may have also requested  compliance documentation to be uploaded prior to submitting the claim. To check this, select the Compliance tab at the top left of the claim.

Upload any required documentation by selecting the 'Upload' option. For more information on this, please see our article on Uploading compliance documents

6. If relevant, check the retention tab to ensure what amount is being withheld and released in this claim under (Withheld and Release column)

7. Once this is done, click the Submit button at the top right of your screen.

8. This will open a final confirmation pop-up, so you can double check all the information as well as confirming how much retention will be held. Once you are happy with the claim, click Continue (or the Continue button will state Confirm & Submit if you are already on a plan).

9. If you're not already on a subscription, at this point you'll be requested to make a payment. You can choose to either sign up for a subscription for an ongoing monthly payment or choose the 'Pay-Per-Claim' option at the bottom for a one off payment. You can read about our subscriptions in this article or in your account settings here.

Once that is complete, your claim will change from being in a 'Draft' status to a 'Pending' status to indicate that it has been sent to your client.

Do you need to further edit your claim after submitting it? Read this to learn how to retract your claim.

Still having trouble? Contact us in support via the chat, phone 1300 252 463 or email support@payapps.com


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