Payment Certificate
Updated this week

Click on a relevant link below to continue:

A. Create New '25 Payment Certificate'

It can be created by users in Project Manager role by going to 'Project Forms' or 'Contracts' area as applicable.

Expand the 'E. Certificates' group and select '25 Payment Certificate' type.

Click on '+ Create Form' to create a new '25 Payment Certificate'.

B. Enter Details for '25 Payment Certificate'

This form is used by Project Manager to issue payment certificate to the contractor. Below is a description of the available fields:

B1. Contract Search

To use the search options available - contract code and contract description - to search the contract for which Payment Certificate is to be raised. This would be specifically helpful in cases when you have a long list of contracts and you need to filter out the required contract from the list.

B2. Contract

To select the contract for which Payment Certificate is to be raised. You cannot proceed further with this form without selecting a contract. Based on the contract selected, some of the information may get auto-filled in the form.

B3. To Contractor

To select the Contractor for sending them Payment Certificate.

B4. User Ref

To enter details for user reference. This is an optional field.

B5. Application for payment reference

To select the related application for payment reference. Once you have selected an application for payment reference, it will display related details at the bottom.

B6. Date of payment certificate

To select a due date of the payment certificate from the available calendar.

B7. Assessment Date

Displays the assessment date for this payment.

B8. Please attach any supporting information

Click on the link 'Click here to attach a file' to select and upload the supporting file attachments as needed.

B9. Comments

Enter comments if any.

Entering Reference Document Details

B10 Add new Reference Document Details

To add new reference document details, you need to click on 'Add new Reference Document Details' option available at bottom left of this form section. It will add a new row wherein you can fill details regarding description of reference document and include hyperlink for the same.

To attach external files as reference documents, click here for detailed help on how to attach files while creating a form.

To associate existing files on the projects accessible to you on Asite, click here for detailed help on how to associate files while creating a form.

B10.1 Description

To enter a description of the reference document that you are adding.

B10.2 Hyperlink

To enter a hyperlink for the corresponding reference document description.

C. Submit Details for '25 Payment Certificate' / Save Details as Draft

Once you have entered the required details, click 'Send' button to save / submit the details. This will send a 'For Information' task to the Contractor. Also, the form will be distributed separately as per the distribution list entered while creating the form if any.

In case you plan to edit and submit later, use the 'Save Draft' button to save the details as a draft. In such a scenario, you have an option to get the draft message reviewed by some other user by assigning them 'Review Draft' task. Users who are added as 'Draft Only' members in the contract management team will only be able to save the form details as a draft and cannot 'Send' the form.

Click 'Cancel' if you want to entirely cancel the form under creation. Clicking on 'Cancel' will prompt the user to confirm once again as any unsaved data in the form under creation will be lost forever once it is cancelled.

D. Edit Draft of '25 Payment Certificate'

Click here for detailed help on how to edit an existing form draft.

E. View Existing '25 Payment Certificate'

To open an existing '25 Payment Certificate' form for viewing, click on the form title from relevant listing area. The form will open in view mode as shown below.

Click here for detailed help on Form Viewer Options.

Click on the contract number to view related contract details. Similarly, click on any of the form id's with hyperlink to open related form as applicable.

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