Submit your payment application with the amount and details.
Financial template · 14 fields (12 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable
Set up your payment application
Submit your payment application with the amount and details.
Contractors submit one application per billing period. Compare percent complete against your schedule of values and site progress before approving. Connect Stripe and add a Payment field in the editor if you pay or collect online.
The form separates contractor company name, project name and number, application number, period from into labeled questions. Review the choices and required fields for your organization before sharing it.
Best practices
Contractors submit one application per billing period. Compare percent complete against your schedule of values and site progress before approving. Connect Stripe and add a Payment field in the editor if you pay or collect online.
Customize the contractor company name and project name and number questions to match your records and terminology.
Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
Keep uploads limited to relevant supporting material. Use your approved private process for sensitive records and verify response access before sharing.
Every field, explained
Contractor contact name (Name, required)
Email address (Email, required)
Contractor company name (Short text, required)
Project name and number (Short text, required)
Application number (Number, required) — Start at 1 and go up by one each billing period.
Period from (Date, required)
Period to (Date, required)
Original contract amount (USD) (Number, required)
Approved change orders to date (USD) (Number, required)
Work completed this period (USD) (Number, required)
Overall percent complete to date (%) (Number, required) — Across the whole contract, for example 45.
Retainage withheld (USD) (Number)
Supporting documents and lien waivers (optional) (File upload)
Contractor signature (Signature, required)
Frequently asked questions
What does this payment application template collect?
Alongside contact details, it asks for contractor company name, project name and number, application number, period from, period to, original contract amount (usd), approved change orders to date (usd), work completed this period (usd), overall percent complete to date (%), retainage withheld (usd), supporting documents and lien waivers (optional), contractor signature. You can rename questions, change choices and remove fields that your workflow does not need.
How should I use this payment application form?
Contractors submit one application per billing period. Compare percent complete against your schedule of values and site progress before approving. Connect Stripe and add a Payment field in the editor if you pay or collect online.
Can I customize the acknowledgment and signature fields?
Yes. Provide your complete reviewed instructions or terms before collecting signatures. The signature field records input; it does not verify identity or guarantee legal effect. You can edit the form and print a copy.