Tip : Create Payment Window

  1. Tap Pay in Navbar
  2. Tap Create Payment Window
  3. Tap to Select Contracted Works
  4. Tap to Select a Date Range
  5. Save Both Inputs
  6. Confirm Your Inputs
  7. Created Payment Window Will Be Displayed on Pay View
  8. All other Organisations attached to this Payment Window via their Contracted Works will be notified.

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Step 01

  1. If you have permission, the “Create Payment Window” button will be visible.

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Step 02

  1. The Contracted Works card opens a list of the Contracted Works for this Project. You must set this before setting a date range.
  2. The Date Range card opens a calendar picker.

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Step 03

  1. The “Window Not Set” tab shows all the Contracted Works for the Project that don’t yet have a Payment Window set. Select the one you want from this list.
  2. The “Window Set” tab shows all the Contracted Works for the Project that already have a Payment Window set.

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Step 04

  1. Set the open and close dates for the Payment Window here.
  2. The Payment Window should open on the date payment certificates are issued, and close on the final payment due date. You should set these to match the dates shown in your construction contract.

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Step 05

  1. When you have selected the Contracted Works and set the date range for this Payment Window, you will be shown a summary and asked to confirm.
  2. Check the settings are correct. If not, hit “Cancel” and make changes.
  3. When you hit “Confirm” you will be asked to authenticate using face recognition.

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Step 06

  1. Your new Payment Window will now be visible in the Payment Windows screen.

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