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It captures the main details of the certification:
- Company - The company for whom the payment certificate is created.
- Contract - Defines billing and certification based on the selected contract type.
Apply Retention-Withholds a specified portion of the payment according to the contract’s retention rules.
Ret. VAT at Retention Invoice-Applies VAT to the retention amount when the retention invoice is issued.
Both options are automatically set based on the linked contract and are non-editable in the document.
- Subcontractor Agreement Initial-Links the certificate to the original Subcontractor's Agreement document.
- Entity - The legal party issuing the payment certificate.
- Basis - Indicates the origin of the certificate, whether generated from a Payment Application Received or created manually to record progress.
- Project - Linked project used to auto-fill WBS, service lines, and cost tracking information in the payment certificate.
- Progress / Advance
Defines the purpose of the certificate:Progress-Used for certification of actual work completed by the subcontractor.
Advance-Used to acknowledge or certify advance payments as per the contract. Selecting this activates the Advance tab for managing prepayments instead of progress-based work
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- Comment - Field for entering any additional notes, remarks, or internal instructions related to this certification.
Service Tab
Displays the work items or services being certified for the current period.
Item / Content-Description Description of the work or service performed.
UOM-Unit Unit of measure (e.g., m, pcs, hrs).
Price-Unit Unit rate as defined in the SA.
- Agreement
Qty-Original Original contracted quantity.
Amount-Original Original contract value.
- Payment Application
- Qty-Quantity Quantity claimed by subcontractor in the payment application.
- Amount-Claimed Claimed amount.
- %-Percentage Percentage of the agreement claimed.
- Payment Certificate
Previous Qty-Quantity Quantity certified in prior certificates.
Previous Amount-Amount Amount certified in prior certificates.
Previous %-Percentage Percentage certified in prior certificates.
Current %-Percentage Percentage certified in the current certificate.
Cumulative %-Total Total percentage certified to date, including current and previous certificates.
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Agreement - Original contract quantity and value agreed with the subcontractor.
Payment Application - Quantity and value claimed by the subcontractor in submitted applications.
Payment Certificate - Quantity and value approved or certified by the main contractor.
Invoiced - Quantity and value formally invoiced for payment.
Each section displays:
Qty - units of work.
Amount - value of the work.
Deduction Tab
Used to record amounts deducted from the total payable value of a subcontractor’s payment certificate. Each line reflects a specific deduction applied according to contract terms, retention rules, or penalties.
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