What Payment Notices are
A Payment Notice (PN) is a formal notification of payment that applies MCD (main contractor's discount) and retention deductions against an approved Application. It records the certificate value, calculates deductions, and tracks remaining amounts.
Viewing Payment Notices
Open a project and click Payment Notices in the sidebar under Contract Management. The table shows all Payment Notices with their number, reference, status, and financial values.
Creating a Payment Notice
- 1
Click Create Payment Notice in the top-right corner.
- 2
Enter a Reference.
- 3
Enter the Payment Value — the certificate amount before deductions.
- 4
Enter the MCD Value and Retention Value — the amounts to be deducted.
- 5
Set the Retention Split percentage (defaults to 50%).
- 6
Optionally set the Payment Received Date, Practical Retention Date (defaults from the project), and Final Retention Date (auto-calculated as one year after the practical retention date).
- 7
Click Create. You are taken to the Payment Notice detail page.
The form checks for approved Applications on the project. If no approved Applications exist, a warning is shown.
Summary cards
The detail page shows three summary cards at the top:
| Card | Shows | Colour |
|---|---|---|
| Certificate Value | The payment value with remaining amount to apply | Green (positive) |
| MCD Value | The MCD deduction with remaining MCD to apply | Red (negative) |
| Retention Value | The retention deduction with remaining retention to apply | Red (negative) |
When a remaining value reaches zero, a badge shows "No Remaining Value", "No Remaining MCD", or "No Remaining Retention".
Auto-applying values
Click Auto Apply Values in the header to automatically distribute the Payment Notice values across the project's Applications. Once applied, the button changes to "Values Auto Applied".
Status workflow
| Status | Meaning |
|---|---|
Pending | Created but not yet submitted |
Submitted | Formally issued |
Cancelled | Cancelled |
Applying to the project
Use the Apply To dropdown to push values into budgets or across the project.
Other actions
From the Actions dropdown you can:
- Modify — edit the Payment Notice details
- Duplicate — create a copy
- Link with Issue — associate with a project action
- Cancel — cancel the Payment Notice
Next steps
- Invoices — generate Invoices from Payment Notices.
- Applications — create the payment claims that Payment Notices reference.