Add a New Payment to the Payments Issued Tab of a Commitment (Legacy)

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Objective

To add a payment for a subcontractor progress claim on the Payments Issued tab of a commitment.

Background

Use the Payments Issued tab on a commitment to keep track of any payments issued for the commitment's subcontractor progress claims.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.

Prerequisites

Enable the Invoicing tool on the project. See Add and Remove Project Tools.
Enable the Payments Issued Tab for Invoicing
Enable the Payments Issued Tab on a Commitment

Steps

Open the Commitment

Navigate to the Project level Commitments tool.
Click the Contracts tab.
In the Contracts table, locate the commitment associated with the progress claim that you are issuing the payment for.
Click the Number link to open the commitment.

Add a New Payment to the Commitment

In the commitment, click the Payments Issued tab.
Click Edit.
This open the New Payment form.
Enter the following information:
- Progress Claim
  Select an existing progress claim from the drop-down list.
  
  Note
  If the payment is linked to the progress claim, the 'Paid Amount' column on the Progress Claims page will update from Unpaid to either Partially Paid or Paid for the current billing period only.
- Payment Method
  Select a payment method from the drop-down list: Check, Credit Card and Electronic.
- Date
  Select the date you wish to record the issued payment.
- Payment #
  Enter the related payment number for the issued payment.
- Progress Claim #
  Enter the related progress claim number for the payment issued.
- Check/Ref #
  Enter the related check number for the payment issued.
- Notes
  Enter any additional notes regarding the issued payment for recording purposes.
- Amount
  Enter the amount of the payment.
- Attachments
  Attach any relevant files or documents.
Click Add.

See Also

Enable the Payments Issued Tab on a Commitment