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Prepare the draw. Keep collection status honest.

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You built it and you sent it. That is not proof the customer got it, approved it, or paid. On the Operator plan and up.

On the Operator plan, $399 a month. Put the whole crew on it. Nobody pays per person.

The FL Permit Pay pay applications desk: a band naming the drafts that are not sent yet, the money row for revised contract value, completed and stored work, what is requested this cycle and the retainage held, and every pay application underneath with what is due now and what is held back on it.
FL Permit PayThe pay-applications desk. Revised contract value, work completed and stored, what is requested this cycle, the retainage still held, and every pay application underneath.

From earned work to a reviewable collection record.

  1. Step 1

    Review earned work

    Pull the schedule of values, the finished work, the stored materials, and the retainage into one pay application.

  2. Step 2

    Fill out the pay application

    Do the draw math on our own G702 and G703 style template. It covers the continuation sheet, the retainage, past certificates, and what is left to finish.

  3. Step 3

    Review it, then mark it sent

    Clear any warning about the numbers or where they came from. Check the retainage against your contract and the law. Then stamp the pay application sent, so the record shows the day it went out. A paper plane leaves Flori's hand when you do. The date stays on the record, so nobody has to open it again to check.

  4. Step 4

    Record cleared funds

    With online collection on, the pay application is marked paid only after Stripe says the money cleared. Starting a checkout never marks it paid.

  5. Step 5

    Marking one paid is not the same as recording the money

    Marking a pay application paid changes that one application. It does not touch the books. The job's Money tab says exactly that: marked paid, no payment recorded yet. Then it offers the one act that settles it, to anyone who can record money. The amount is already in the box and the application is already picked. Record it and the page says it is on the books, and that no money moved just now.

  6. Step 6

    Read the list without doing the arithmetic

    The page opens on one thing to do next. Then the whole list: every pay application, newest first. Each card shows what is due now, and what is held back when any is. The figures add up as you go, and we never total money across draws.

Keep the math and the payment record on the same job.

Sign in to prepare a pay application, review its warnings, and track the submitted and paid states separately.

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