Payment Application
The document that opens every payment cycle.
The document you issue to apply for payment each cycle. If the payer misses its notice deadlines, a valid application can itself become the sum legally payable.
What you get
How it works
Fill in the yellow cells
Party details, dates, then the measured works and variations tables. You type the cumulative value per line; the template calculates this application as the movement against what was previously certified.
The summary runs itself
Gross valuation, previously certified, retention, VAT (including the domestic reverse charge wording) and CIS all calculate automatically, down to the amount applied for.
Mistakes get caught
Amber and red highlights catch the classic errors, like typing the monthly movement instead of the cumulative, and a pre-issue checklist sits below the printed area.
Why it is laid out this way
It mirrors the Payment Notice line for line, so the two documents reconcile exactly and any difference is visible at a glance. Prints as one A4 page.
An Excel template with no macros. Only the yellow cells can be edited, the Guide tab explains every step, and it prints on A4. Your contract's terms override the statutory defaults.
Related paid help
Rather have your applications prepared and served for you each cycle? That is Payment Application Assembly & Issuance, on the Quantity Surveying side.