Creating an Application for Payment

Use the Application for Payment Wizard to quickly generate industry-standard payment applications that can be printed on AIA G702 and G703 forms.

IMPORTANT: To use UDA Application for Payment, you must have created an estimate and invoices in QuickBooks that correspond to your UDA Estimate.

Create a payment application

  1. In an open estimate, go to QuickBooks Integration > Application for Payment. The Application for Payment Wizard will open.

  2. Enter Application Information.

The Application Number is automatically generated based on the number of applications you have created for this project estimate.

Use the Period To drop-down menu to select the ending date for your application.

  1. Enter Project Information.

Any information already associated with the project is automatically imported into the wizard. If the Architect field is empty, use the button to the right of the box to select a contact name.

Use the drop-down menu to select the Contract Date and click Next.

  1. Select Invoices for Application.

All invoices for the selected Customer:Job are listed. Invoices that have not been used in previous applications are active and can be selected for the current application.

Use the checkboxes in the Include column to select which invoices you would like to include in the current application and click Next.

  1. Designate values for Materials Presently Stored.

Enter a dollar value in the Materials Stored column for any items stored on-site.

If a retainage is required, enter the percentage in the % Retainage on Materials column for each item stored. The Retainage on Materials will be calculated for you.

  1. Choose Printing Options.

If you do not have AIA G702 and G703 forms, select Print on blank paper. This will print all information and formatting associated with the payment application.

If you have AIA G702 and G703 forms to use in your printer, select Print on AIA forms. Only the data for the application will be printed.

Once you have selected your printing options, click Next.

  1. Review Application and Continuation Sheet.

Click Print Preview to view your application before printing.

Click Print to print the documents.

  1. Accept or Reject the Application.

If you Accept the application, it will be recorded in your project database.

If you Reject the application, all information will be discarded, and you can restart the application.

  1. Click Finish. The wizard will close.