Can you really afford to not track progress payments accurately?

Progress Payment Certificate Template

Progress Payment Certificate Template
+
Free Invoice Register Template
+
Free Variation Order Request Template

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Free Invoice Register Template ✔
Free Variation Order Request Template ✔
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Give your client full confidence to approve payments

Tracking and recording where money is being spent is crucial to any project. If you don’t track payments accurately from day 1 of your project, you are likely to blow the budget and it will quickly turn into a mess.

This could then turn into a dispute with your client and contractor. Avoid disputes at all costs.

Can you really afford to not track payments accurately?


Evidence that work has been verified and completed

A Progress Payment Certificate, a Payment Certificate, a Progress Claim or a Certificate for Payment. These are all names for the same type of document.

So what exactly is this type of document?

A Progress Payment Certificate is a document that provides evidence that work has been verified and completed.

If you are creating a certificate, it needs to be accurate and professional. It provides an approval for the Client to make a payment to the contractor, so you are verifying that work has been completed.

It allows you to track all expenses including agreed contract sums as well as variations.

Can you risk losing track of payments for the project you are working on?


An affordable way to track payments easier

Tracking payments can be a difficult process if you don’t keep on top of things. You need to understand the original contract as well as variations and track the approval and payment of these through the Payment Certificate.

Variations can be complicated

Tracking payments can be a complicated process particularly when variations start to occur. Unless you are a mathematician, you can make easy mistakes.

Using a template saves a colossal amount of time. Reinventing the wheel is simply a waste of time.

Required by law

Depending on where you operate or what country or territory your business operates in, a Certificate of Payment to approve payments between the Client and Contractor could be required by law. Make sure you find out so you can be confident you have met minimum standards.

The last thing you need is a government department chasing you down because you are not meeting regulations.


5 valuable reasons you should track payments accurately

Tracking progress payments accurately is part of providing a professional service. Below are 5 valuable reasons it is a good idea to ensure you track payments in a professional manner.

1. There will be less disputes

The last thing you want is a dispute between your Contractor and Client. Disputes waste time and degrade relationships. Tracking things accurately avoids disputes.

2. You will be more organized

It will force you to do your job properly, to be organized and to understand all aspects of the budget for the project.

3. You will have more confidence

You will be able to answer questions with confidence about cost overruns or approved changes.

4. You will look more professional

It will make you look more professional which in turn should bring you repeat work. Improving your professionalism brings many benefits such as better revenue and profit.

5. A Certificate of Payment will reduce stress

Knowledge of the detail allows you to relax more. Ever been stressed about an issue, and then when you looked into the detail the stress disappears almost instantly? The unknown is the part creating the stress.

You will be able to sleep at night knowing where money has been spent and be able to answer to your Boss or Client.


Huge time saver template

Use a template and save a significant amount of your valuable time. If you don’t have time to create your template from scratch, you can simply download this template and add your figures and details quickly and easily.

This template is produced in both Microsoft Excel and also Microsoft Word format. It can be easily be amended to suit your business or project. There are no Digital Documents Direct watermarks on the templates.

Progress Payment Certificate Template – Microsoft Excel Format

Progress Payment Certificate Template
Progress Payment Certificate Template | Microsoft Excel

This is the same certificate but has been created in Microsoft Word. Refer to below.

Progress Payment Certificate Template – Microsoft Word Format

Progress Payment Certificate Template
Progress Payment Certificate Template | Microsoft Word

Free Bonus – Additional Templates

When you purchase the Progress Claim Template above we also include the following two templates free.

1. Invoice Register Template

and

2. Variation Order Request Template.

Review the templates below.

Invoice Register Template

This can be used for tracking your own invoices or sub-contractors invoices. This template has been created in Microsoft Excel. Review it below. You can click the image to enlarge.

Invoice Register Template

Variation Order Request Template

Obtaining approval for variations is an important step in ensuring you maintain a professional service to your Client or Customer. Use a Variation Order Request to ensure you have all variations approved before you commence work.

Review the template below.

Variation Order Request Template

What is Included?

Master Template File Types
Microsoft Excel .xlsx and Microsoft Word.docx

Progress Payment Certificate Master Template
File Count
2
Microsoft Excel and Microsoft Word

Invoice Register Master Template
File Count
1
Microsoft Excel

Variation Order Request Master Template
File Count
1
Microsoft Excel


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Time Saving Templates

Our Master Templates are simple to use and put into action. Use Microsoft Word to find and select the relevant information to customize them to your needs.

Red Highlights Allow you to Customize in Minutes

To assist you in quickly and easily customizing our Master Templates, all items that require customization are highlighted in red.

Simply use Microsoft Word’s Find and Replace tool (Ctrl+H) to identify and replace all relevant items in a single hit, or scroll through and change the items highlighted in red.

Find, Select and Replace in Word
Find, Select and Replace | Customize in Minutes

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Furthermore, if you are dissatisfied for any reason, we will refund your money without question. Our templates are designed to help you save time when creating documents.
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Can you really afford to not track financial aspects of your project or business accurately? There are so many valuable benefits of using a Progress Payment Certificate. Don’t cutting corners and risk mistakes. Track all payments accurately to ensure your project runs efficiently and profitably.

Using templates saves a huge amount of time.

All the best with your project.

Regards,

Signature

David


Frequently Asked Questions

Is this complicated Software or Subscriptions?

No. This is not complicated software requiring an ongoing subscription or annual fee. It is a one off payment. There is no huge learning curve either. Just purchase, download and get on with the task of creating your documents quickly, easily and with no fuss.

Do I need a Paypal account to purchase?

No, you do not need a Paypal account to purchase our products. You can pay with Paypal or use your credit card.

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Yes, you can use a credit card to purchase our products. We use Stripe.com as our credit card merchant. Or you can use your credit card through Paypal.com.

I tried to download the file but there is nothing there

The file you need to download is a .ZIP file. As soon as you purchase, it will immediately be emailed to you. All the templates are in the .ZIP file and you need to unzip the file to use them. Read more here. How to Purchase and Download

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Yes. As soon as you have paid for your purchase, you will immediately receive a download link via email. However, please remember to also check your ‘Junk Email’ as if you have not received your link immediately as the email could be in your ‘Junk Email Inbox’.

Should you not receive the download link, please contact us immediately and we will get back to you as soon as we can. Please note, the time zone of your country may effect our response time, however we will respond as soon as we can. Our business is located in Australia.

AEST – Australian Eastern Standard Time.

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Yes, you can shop with full confidence. We promise to deliver to you and stand by this promise with a 90 day 100% full refund policy. Further to this, Paypal guarantees your transaction so you can shop with full confidence.

Can I make changes to the templates and add my own information?

Yes. The majority of the templates are Microsoft Word or Microsoft Excel files. They are easy to download and easy to use. You can easily add or remove content and customize the templates to suit your needs. A lot of the templates also have an automated Table of Contents. It is simple to make changes and then update the Table of Contents field so your Table of Contents is also updated. In addition, if you have any problems we can assist.

Will unexpected fine print charges be added to my order without my knowledge?

No. There are no further charges. No monthly subscriptions either. You have the right to use the templates within our terms of agreement of purchase. There are no monthly fee or hidden charges. Similarly, what you see above is the only and final fee.

Will anyone respond if I have problems after buying?

Yes. However, there may be a delay in our response. Depending on your country timezone, we will respond as soon as we can. Please note, we aim to respond to your requests within the shortest possible time.

Will it be easy to dispute or cancel my transaction?

Yes. If you are not 100% satisfied with your purchase, we will refund your money 100%. However, we would love some feedback from you so we can improve our product should you believe it could be better.

I did not receive a download link after paying

Please do not panic. e-Junkie is a reliable document delivery system and it is unlikely this will occur. The file you are downloading is a .ZIP file. However, if you have any issues, we will email you the download link as soon as we can.

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