Note: Payment Certificates need to be approved before issuing a holdback invoice.

To learn how to create and approve a payment certificate, click here.

1. Open the project in “My Contracts” and go to the “Invoices/PCs” tab:

2. Select and approve the payment certificate:

• Review and add any additional holdbacks:

• Select “Approve Payment.”

3. Select the holdbacks you want to invoice for:

4. Select “PC From Selected Holdbacks”:

• Enter a name and number for the holdback certificate. Click “Accept.”

This will open the document organizer.

5. Edit and finalize the generated PDF:

• Add PDF files
• Add the name of the contractor
• Select the date
• Choose font size
• Add client name and address
• Add summary and conclusion
• Add signatures

6. Select “Approve Payment.”

• Click “Yes” to approve the holdback invoice.