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How to: Submit a Summary Application for Payment (as a subcontractor)

This guide will walk you through how a Subcontractor will raise a Summary Application for Payment

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Written by Artur Brzostowski
Updated over a year ago

Submit an Application for Payment (as a subcontractor) - Online guide

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Submit a Summary Application for Payment (as a subcontractor) - Text guide

  • Hover over 'Quick Add' at the top, and select 'Add Application for Payment'

  • You'll be taken to a page to select the Subcontract Order that you are raising the Application for Payment against. You can use the filter to reduce the number of options within the drop-down box. Select the order, and click 'Enter Application'

  • You'll now see the page to input the application details. At the top, you can check that the order details are correct to ensure you selected the right one. Fill out the required fields and double check the auto-populated fields as well.

    • Fields marked with the red * require an input, the fields in grey will have been auto-populated if applicable.

    • The 'Application Ref' is your internal reference for the application

    • The 'Valuation No.' will auto-populate based on previous applications

    • For the 'Valuation Period End' you'll have a drop-down box of dates set by the Contractor, make sure you select the correct date for your application

    • 'Application Type' is always 'Interim' unless this is the final application on this order, in which case change this to 'Final'

    • The 'Amount' field in red is calculated based on the 'Contract to Date' amount once you have input this

  • Once you have filled in all the fields, you'll see a check box you'll need to tick, confirming that you have checked the Valuation Period End is correct, this is because an incorrect date here can lead to delays with payment processing

  • Below this are additional details about the person submitting the application and the key dates attributed to the Subcontract Order

  • The final step is to upload your 'Application Document' via the button at the top right of the screen. Once you have done this you can submit the application, which will be sent to the QS to be certified

  • The status of your applications can be seen from the 'Applications for Payment' section, which you can navigate to from the menu on the left. While the application has the status 'New' you are able to make changes to it. Once this status has changed from 'New' it's in the hands of the QS and will be accepted or rejected

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