🇺🇸 How to submit a Payment Application as a Subcontractor

This video explains how to submit a payment application as a subcontractor in Planyard.

You don’t need a Planyard account to complete your payment application. Simply follow the link provided by the main contractor, enter your application details, and submit it for review.

Watch the video below for step-by-step instructions.

Summary

Subcontractors submit monthly payment applications through a secure email link sent by the contractor. No login or account is required.

The payment application form opens in the browser and shows:

• The contracted schedule of values
• Previous payments
• Remaining contract balance

You enter progress as a percentage, units, or financial value. All amounts must exclude sales tax. Totals update automatically.

You can also add approved change orders directly to the payment application.

After submission:

• The contractor reviews the payment application
• You receive an email confirmation
• Once approved, you receive the approved payment application showing invoice value, retention held, and change orders

To complete the process, you must:

• Use the invoice submission link in the approval email
• Upload your invoice
• Ensure the net invoice amount exactly matches the approved payment application

If the totals do not match, the invoice may be rejected and payment delayed.