10.5 - Incoming applications for payment for supply & fit

In this article

• What are incoming applications for payment?
• VIDEO: Incoming applications for payment
• ACTIVITY: Test your learning
• Want to know more?

What are incoming applications for payment?

All incoming applications received from your subcontractors are processed via the 'Incoming applications section' of the 'Applications' menu. These can be entered manually or a template can be downloaded and issued to your subcontractors to use when completing their claims.

When importing the template, Chalkstring automatically cross-checks the application against the scope, marked progress and any previous applications to ensure the details are correct and will highlight any discrepancies. 

Incoming applications for payment

The following video (20 mins) covers:

•  Workflow (0:55)

• The incoming application bill (3:31)

• How to export the application template (4:52)

• How to import incoming applications (6:52)

• How to manually input an application (8:16)

• How to review and approve incoming applications (9:38)

•  How to add variations and payments on account (13:06)

• How to view previous applications (17:31)

Test your learning

Now that you have learned more about fixed costs ordering and invoicing, try it out for yourself. The following activity documents contain practice examples to apply what you've learned.

• Supply & fit (page 12)

Want to know more?

• Previous topic: Project-specific quotes for supply & fit
• Learning programme activities