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Submit an Invoice for Payment |
CAUTION - The claimed amount and the works order total must match. If they do not match, a variation request to update the works order must be submitted prior to submitting for payment (
Vary a Works Order) .
1. Select Payment Applications from the navigation menu on the left.
2. From the Payment Applications region, select Create and then Create Payment Application.
3. On the Create Payment Application window:
- in the Application Date field, enter the invoice date
- in the Con Site App Ref field, enter the invoice number ~ TIP
- in the Claimed field, enter the invoice total
- in the Payment Due Date field, enter the date payment is due
- from the Default Tax Code drop-down, select the tax code for the invoice, if applicable
- in the Comments field, enter any relevant comments about the invoice.
Ensure all details are correct and select Save.
4. The invoice will now display under the Payment Applications region with status ENT for entered. Select the Con Site App Ref to open the payment application for the invoice.
5. From the Payment Application Works Orders region, select Create and then Create Payment Application Works Orders.
6. On the Create Payment Application Works Orders window, select the Search Icon in the WO Ref field.
7. On the Works Order Query window, enter the details of the works order the invoice is for and select Search.
8. From the list of search results, tick the box for the relevant works order and select Select.
9. On the Create Payment Application Works Orders window, select Save.
10. The works order will now display under the Payment Application Works Orders region.
