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 Final Payment Date
5. Payment Window Dates will auto-populate according to the Final Payment Date selected. These can be amended if required by clicking on the pencil icon.
6. Provide final confirmation of the payment window dates by selecting “OK”
7. Created Payment Window will now be displayed on Pay View. All other Organisations attached to this Payment Window via their Contracted Works will be notified.

Step 01

1. Initiate Payment Window set up:

If you have permission, the “Create Payment Window” button will be visible under the “Pay” icon in the Navbar. 2. Select “Create payment window” to initiate the process.

Step 02

1. Create Payment Window popup:

A “Create Payment Window” popup box will now appear. 2. When creating a new payment window, you will need to select the contracted works that you want to include in the payment window, and the final payment date for the payment window. See the next steps on how to do this.

Step 03

1. Select which Contracted Works to include in the payment window:

Click on the arrow next to “Select Contracted Works”. You will now see all the Contracted Works available for the Project. Any Contracted Works that don’t have a Payment Window currently set will be available to choose from in the list (if any contracted works are greyed out - click on the ‘?’ next to these for information on why they cannot be included in this payment window). 2. You can select one or multiple Contracted Works to include under the payment window. Just add a tick against the Contracted Works you want included, or tick “select all” if you want to include all. Press save once your selection has been made.

Step 04

1. Select the Final Payment Date for the payment window:

   Back on the “Create Payment Window” pop up box, select “Choose date” to now select the Final Payment Date for the payment window. Alternatively, you can type the date in if you select the pencil icon near the top of the screen. **

2. The Payment Window dates will then auto-populate the start and end date of your payment Window based on the Final Payment Date selected. These can be amended by clicking the pencil icon. You should set these to match the dates shown in your construction contract. Once you have selected your dates press OK.

3. If the payment window you have chosen includes a weekend you will receive a red exclamation mark and a warning message to consider changing it to a date range that falls within the working week.

Step 05

1. Review and confirm the payment window details:

Once you have selected both the Contracted Works and set the date range for this Payment Window, the “Create Payment Window” pop up box will show you the summary. 2. Check the settings are correct. If not, continue to edit as required. Once all is correct, select “Create” . You will then be shown the payment window dates again and asked for final confirmation by selecting “OK” (if further edits are needed select “cancel” to go back and continue editing). 3. Once you select “OK” this completes the payment window creation.

Step 06

1. Payment Window set:

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