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- Project- Linked project used to auto-fill WBS, service lines, and cost tracking information in the certificate.
Company - The company for whom the payment certificate is created
- Contract- Sets the rules for billing and certification based on the chosen contract type.
It includes project details, involved parties, currency, and rules for VAT, retention, advances, and pricing.
Also, it automatically pulls in BOQ/Estimation items and fills in Terms & Conditions.
- Apply Retention withholds a portion of the payment as specified by the contract, and Ret. VAT at Retention Invoice applies VAT to the retention amount when the retention invoice is issued. Both options are set based on the selected contract and are non-editable from the document.
- Entity - The legal party that issues the payment certificate
- Basis - Indicates whether the certificate was generated from a Payment Application or created manually for progress.
- The Progress / Advance selector allows the user to define the purpose of the certificate.
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b) Advance- Used to acknowledge advance payments or prepayments under the contract. Selecting this option displays an Advanced tab for requesting or recording such payments instead of actual work completed. It does not create
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- Comment- Field for entering additional notes, remarks, or instructions.
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- Code- BOQ or WBS code identifying each work item in the project structure.
- Item / Content- Description of the service or work item selected for certification.
- UOM (Unit of Measure)- Unit in which the work is measured (e.g., Pcs, Mtr, m³).
- Price- Unit rate as per the contract or BOQ.
- Estimate Qty / Amount- Planned quantity and total planned amount for the item (Quantity × Price).
- Payment Application Issued - Qty / Amount / %- Shows the quantity, value, and progress percentage already applied for in submitted payment applications.
- Payment Certificate - Previous Qty / Amount / %- Displays the quantity, value, and percentage that were certified in earlier Payment Certificates.
- Current%- Progress is certified in this document.
- Cumulative%- Total progress certified to date.
- Quantity- Quantity of work certified in this certificate.
- Amount (Excl. VAT)- Certified amount excluding VAT.
- VAT%- VAT rate applied (e.g., 5%).
- Retention Total (before retention)- Total Certified amount before applying retention.
- Retention% / Amount- Retention percentage and corresponding deduction.
- VAT Amount- VAT value calculated on the amount.
- Total- Final amount payable (including VAT, after retention).
- Comment- Optional notes for clarification or remarks.
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