Application and Certificate for Payment
Prepare an itemized application and certificate for payment with schedule-of-values lines, retainage, change-order summary, computed payment totals, and…
Complete and download the PDF before creating an account
When to use and what to include
Use this at the billing intervals or milestones stated in the contract to record completed work, stored materials, retainage, prior payments, and the current amount requested. This template is not an official AIA form; use the form and certification process required by the contract, owner, lender, or project documents.
What to include
- Schedule of values with each line item showing the original contract amount, approved change orders to date, total completed and stored to date, percentage complete, and the amount due this period.
- Retainage calculation showing the percentage withheld from completed work and stored materials separately, with a running total of retainage held to date.
- Summary block with original contract sum, net change orders, current contract sum, total completed to date, total retainage, less previous payments, and the current payment due.
- Certification signatures from the contractor requesting payment, the architect certifying the work, and the owner approving the release of funds.
Common questions
- Can I complete this Application and Certificate for Payment online for each billing cycle?
- Yes. Enter references, amounts, declarations, and supporting details in the guided form.
- Can I save this Application and Certificate for Payment for repeat draw or closeout cycles?
- Yes. With an account, save and reuse it to keep payment documentation consistent across projects.
- What is the difference between a pay application and a regular invoice?
- A payment application records cumulative schedule-of-values progress, stored materials, retainage, prior payments, and the current amount requested. A regular invoice bills stated line items. Use the document required by the contract.
- What retainage percentage should I enter?
- Enter the percentage and release terms stated in the contract or required payment form. Retainage rules and contract terms vary by project and jurisdiction, so do not assume a universal rate.
- What should I review before using the completed Application and Certificate for Payment?
- Review the parties, job or property details, dates, amounts, notes, and signatures entered in the Application and Certificate for Payment. Confirm that the PDF matches the underlying job or agreement and any legal, tax, technical, filing, or notice requirements that apply to the location.