Recording Payments to Sub-Tiers

To record your payment information to Sub-Tier Subcontractors:

Navigate to your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
  Notes:
  - The Enter Billing Details task remains available until the payment application is signed.
  - If the period has previously been rejected, a Re-enter Billing Details task will appear instead.
  - The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
- If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Payment Application link on the Tasks, Project Home, and Period Home pages.
From your Billing Workflow, select the Record Sub-Tiers tab.
Note: If the period does not include payments to Sub-Tier Subcontractors or Suppliers, select Proceed to confirm that you are not adding suppliers to a project before selecting the Save & Continue button to move on to the next step in the workflow.
(Optional) Add Sub-Tier Subcontractors and Suppliers. Include all Suppliers and organisations you are going to pay through the project.
1. Select Add New Sub Tier.
  A dialogue box opens.
2. In the dialogue box, enter the name of the Sub-Tier in the Organisation Name field.
  Notes:
  - If your Suppliers are required to sign VAT invoices on the system, use the auto-complete feature.
  - When you start entering an organisation's name, auto-complete shows a drop-down list of matching organisations on the system.
3. Enter Location information.
  Required Fields:
  - Country
  - City
  - County
  - Postal Code
  - Phone Number
  - Tax ID
  Optional
  - Address
  - Contact Name
4. Select Save.
  Organisation information displays in a table on the Record Sub-Tiers tab. If location is editable, you can select the pencil icon in the table to make changes.
Select an organisation.
In the Service field, enter a description for the services the Sub-Tier provided.
In the Contract Amount field, enter the total expected value of the Sub-Tier's contracted services.
In the Current Payment field, enter a payment amount.
If you are entering payment for a VAT Invoice Only Sub-Tier (VAT Sub), this payment amount will display on their VAT Invoice when they are prompted to sign it.
Confirm that the amounts are correct, and select the Save & Continue button to progress to the next step of your Billing Workflow.
Note: The payment application is not submitted for payment until it is signed. Final payment applications must be signed by the Subcontractor in order to be included in a period.

Informational Fields

Users cannot edit the following informational fields:

Org Status: Shows the relationship between the Sub-Tier and the Prime Subcontractor
- Manual: An off-system organisation that provides materials or additional labor for an on-system Subcontractor
- VAT Sub (VAT Invoice Only Sub-Tier): An off-system organisation that provides materials or additional labor for an on-system Subcontractor, is paid off-system, but provides VAT Invoices through the system
- On-Sys: A Sub-Tier Subcontractor or Supplier that provides materials or additional labor for an on-system Subcontractor, provides VAT Invoices through the system and is paid through the system
  Note: On-System Sub-Tiers will display on the Record Sub-Tiers tab, but the fields are not editable.
  
  Did you forget to invite an On-System Sub-Tier?
  
  If an expected payment is not included on the Record Sub-Tiers tab, add a period participant. If you proceed to the signing step before approving a Sub-Tier's payment application, the Sub-Tier will be excluded from the period.
Location: Displays the location entered in an on-system contract. This field is editable for Manual Sub-Tiers.
Previously Paid: Shows the currency amount of the work billed for this line item, before the period
Balance Due: Shows the amount left to bill on the contract (the total amount of work outstanding on the contract)

Next: Certifications Tab for Subcontractors