Payment certificates can be added via the Schedule of Rates (Overview page) or Payment Certificates block (Payments page) on the Contract record.

You can raise a payment certificate for a Contract that has a Schedule of Rates captured. The payment certificate will display all the deliverables/milestones captured in the Schedule of Rates.

Note: You can raise a new payment certificate only if all previous payment certificates are 'Approved'.

Features

• Can add the percentage of completion for each deliverable which in turn would calculate the Claim Quantity and Claim Amount
• Displays the Claimed to Date amount
• Displays Contract Sum, Amount Payable for this Certificate and Contract Balance

Workflow

A payment certificate is initiated in a 'Draft' status. The payment certificate gets approved through the CORE Approval environment.

On approval, you can view the 'Export' block at the bottom of the page.

You can then download the Payment Certificate in a Word document using the mail merge feature and also export the payment certificate in a pdf format.