Progress Payment Certificate

Use this option to create a progress payment certificate for claims which have been approved but not yet been certified. Each progress payment which is created is issued with an automatically generated number.  A single progress payment may be for one or many Approved progress claims.  When a progress payment has been finalised, the status of the progress claims which have been certified within the payment are changed to Certified.

Where is it? Contracts > Progress Payments tab

Tips:

New progress payment

ClosedComplete the following steps
  1. Click Progress Payment Certificate .
  2. Select the progress claims you wish to include in this Progress Payment certificate.
  3. Click Next.
  4. Enter the amount of any set-off monies claimed by the owner.
  5. Choose whether to save the payment as a draft or final.
  6. Finish.
  7. Click to create the certificate in MS Word®.

Tip: If there is no claim available it may still be in lodged status . Go to the Progress Claims tab and approve it. Learn more about Progress Claims.

More Information

ClosedProgress payment status

Saving the payment as Draft will not permit any further progress payments to be created until the draft payment is finalised. A draft payment may be re-opened for edit at any time, however the contract sum values saved to the payment will retain their values irrespective of any adjustments made to the contract sum after the payment has been saved as draft.

To save the payment as a Final payment, select the Final radio-button at the bottom of the form and click Finish to save the payment.

Cancelling progress payments

Any documents which have been attached to the progress payment record will be physically deleted from the system directory.

  1. Click to cancel the last Progress Payment.
  2. Select yes to confirm.
  3. Pressing this button will cancel ALL progress payments.

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