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- 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.
- Comment - Field for entering any additional notes, remarks, or internal instructions related to this certification.
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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 by subcontractor for payment.
Each section displays:
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Two standard print layouts are available for subcontractor Payment Certificate documents. The structure is flat (non-hierarchical) across all forms:
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