- Regular Billing Cycles
- Bill on a consistent schedule (e.g., monthly).
- Do not skip application numbers.
- Maintain sequential numbering.
- Accurate Current Period Values
- Be conservative when estimating work completed.
- Document your basis for percentage complete calculations.
- Consider site visits or photos to support your billing.
- Stored Materials
- Only bill for materials properly stored on-site or off-site.
- Ensure stored materials are protected and insured.
- Follow contract requirements for stored materials billing.
- Review Before Finalizing
- Double-check all calculated values.
- Verify retainage calculations.
- Review the Application and Certification for Payment form total against your expectations.
- Preview the printed forms before finalizing.