1. Open the project in “My Contracts” and go to the “Invoices/PCs” tab:
2. Select “New Payment Certificate”:
3. Enter a name and number:
- Click “Accept.”
4. Enter the percentage amount for each item:
- Save any changes.
5. Select “Continue” when you have completed filling in the percentages for each item:
This will create a PDF document of the payment certificate.
6. Edit and finalize the generated PDF:
- Add any PDF files you wish to include in the change order
- Add any holdbacks and taxes
- Add the name of the contractor
- Select the date
- Choose font size
- Add client name and address
- Add summary and conclusion
- Add signatures
7. Select “Approve Payment” to finalize the payment certificate.
