Client payment application

To start the Payment application process with the client, the project needs to have a subproject that includes the client's budget and contract(s).

How to create a client budget

New subproject needs to be created:

Subproject type needs to be set as client budget:

Then a client contract can be created to that budget:

In the contract view contract line items can be added. This can be done by copying and pasting the info from Excel or manually adding lines directly in to Bauwise.

After the contract information is entered the contract status needs to be changed to “Confirmed”.

Creating payment applications

Firstly, contract parties need to be added. This can be done within the contract view in the Access panel.

At the moment each contract needs to have 3 parties: project manager, client and client supervisor. In the future a possibility to add or remove parties will be added.

Once the parties are set then a Payment application can be created. This can be done from the sheet Payment application.

Project manager can then enter the application sums or percentages and then approve the payment application.

The payment application will then move to the next party.

The payment application confirmation happes in order. The order is following: project manager → client supervisor → client.

When one or more parties have approve the payment application then the next party will have following possible actions to take:

1. Confirm the payment application - application will move to the next party

2. Decline - act will move back to the project manager

3. Edit - all previous approvals will be removed and payment application can be edited. After editing the user can press approve which means that he/she has finished work on their side and the payment application will move to the next party for approval.

After all parties have approved the payment application the signing process will start. Signing is parallel, which means that the order of signatures is not important and the notification email will go out to all parties at the same time. Signing process ends when all parties have added their siganture.

Additional icons/buttons description

1. Green icon shows that the user has approved the application

2. Green icon shows that the user has signed the application

3. Signatures info with signing date and time

4. Button to download the signed document

5. Button to download the application pdf