Creating an Application for Payment

How to: Create an application for payment to submit to your general contractor.

Environment: Comsense Enterprise

In this article: 

Preparing Your Project

In Comsense you can only create Application for Payments for projects. When a contractor requires AIA, you must complete the work through a project rather than a sales order.

Project Sections

The project sections:

  • Are the project billing groups
  • Should correspond with the predetermined schedule of values
  • Cannot change after you source material for the project

Change Orders

The project's change orders:

  • Are their own line items next to project sections in the application for payment because they represent a change to the contract
  • Only show up on the application for payment if they are approved
    • Make sure the Approval Number field of the Detailing Projects window is filled
Click image to enlarge
Detailing Project window; shows approved change order with Approval Number field filled in.
Image 1: Change Orders Tab in Detailing Projects Window

Taxes

An application for payment for a project with tax included appears differently than a project without. If your project does not include taxes in the contract price, there is an extra line item on the first page of the application for payment. 

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Applicationg and Certificate for Payment report; shows Sales Tax Due line item.
Image 2: Application and Certificate for Payment Report for a Tax Excluded Contract

Before creating your application for payment, make sure the Tax Included Contract checkbox in the Detailing Projects window corresponds with the contract details.

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Detailing Project window; shows locatin of Tax Included Contract checkbox.
Image 3: Tax Included Checkbox in Detailing Project Window

Accessing Application For Payment

Enterprise > Receivables/Invoicing > Application For Payment

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Enterprise Navigation menu; shows location of Receivables/Invoicing menu and Application for Payment.
Image 4: Enterprise Left-Hand Navigation Menu

Creating an Application for Payment

In the Application And Certification For Payment window:

  1. Click New
    • The Find window will open
  2. Click Find Now
    • The project list will populate
  3. Search & Select your project
Click image to enlarge
Find window; shows selected project for the application for payment.
Image 5: Find Window
  1. Click Open

In the Application And Certification For Payment Date window:

  1. Select the invoice period end date
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Application And Certification for Payment Period window; shows calendar drop-down and date selection.
Image 6: Application And Certification For Payment Period End Date Window
  1. Click OK
    • The Application And Certification For Payment window will populate
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Application And Certification For Payment window; shows the sections, contract amount per section, amount completed on this application per section, and the balance to finish per section.
Image 7: Application For Payment Sections Contract and Invoicing Information

Preparing Your Application for Payment for Submission

In the Application Number field:

  1. Enter the application number
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Application And Certification For Payment Window; shows location of the Application Number field.
Image 8: Application Number Field
  1. Update the Status field to Open
    • Leave the status as open until the application for payment is approved
  2. Click Save
  3. Click Print
  4. Select your export method
Click image to enlarge
Application and Certificate for Payment Report.
Image 9: Application and Certificate for Payment Report

Your application for payment is ready for submission.

Waiting for Feedback

After you submit the application for payment, wait for feedback. The feedback determines your next steps for the application. See articles Completing Your Application for Payment After Approval or Application for Payment Approved for a Different Amount for further instructions.

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