How to Create a Payment Certificate

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.

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