Once you’ve received payment for a pay app, you will need to mark the pay app as paid in Siteline to generate, sign, and submit the unconditional progress lien waiver to your general contractor.
Siteline also automatically pulls into the exceptions area any values that have not been marked as paid as exceptions on your conditional progress. If you have only received a partial payment and mark as paid, the remaining balance will appear in AR aging until update how much you received or mark the balance closed.
Marking a pay app as paid has a double whammy effect - your unconditional progress is generated AND your future conditional progress waivers have the correct exceptions amounts and dates!
Video guide
Step-by-step instructions
From the
Billingmodule homepage, click on the project that you’ve received payment for.In the
Pay Appstab for that project, find the relevant pay app and clickMark as paid.An unconditional progress lien waiver will be created. Verify that the amounts shown are correct or enter them as needed. Editable fields will have a light blue outline around them.
Click the blue
Get startedorNext fieldbutton in the upper-right corner to complete all required form fields.When all required fields on the form are entered, the button in the upper-right corner changes to
Submit. ClickSubmitto continue.Complete the fields in the
Submit Unconditional Progress lien waiverdialog that appears. ClickSubmitto send the submission email.You can add any additional recipients by clicking
Add recipientand entering the requested information.Siteline will send the unconditional lien waiver to the recipient(s) selected in step 6 and you will receive a copy of the PDF in your email. The pay app will now show as paid in Siteline and you will no longer be able to edit the pay app or revert it to draft. Don’t forget to request lower-tier lien waivers as needed!
Managing Partial Payments
If you have only been paid some of the outstanding amount due, we will continue to track the remaining balance in AR Aging until you indicate that it has been paid in full or you mark the balance closed.