There are a few ways to create new pay apps in Siteline: Creating them in bulk from the Billing homepage, individually on Billing homepage, or from within a specific project. You can create pay apps for previous months or for modified billing periods at any time if needed.

If you are billing separately for progress and retention in the same month, you will need to go through steps 1-3 here for each pay app.

Pre-Siteline Pay Apps

If you're adding a project to Siteline that already has some submitted pay apps, you can track the aging of uncollected pay apps and generate unconditional lien waivers once you've been paid. If you'd like to track all of your paperwork in one place, you can uploaded completed pay apps and mark them as paid.

The option to add pre-Siteline pay apps will appear if while creating the project you indicate how many previous pay apps exist. If needed, you can adjust this number in the project settings.

To add your pre-Siteline pay app information, click Add Pay App, complete the information in the dialogue, and upload your completed pay app.

You can also drag and drop your completed pay app file and complete the related information later. After you’ve been paid for any outstanding pay apps, you can mark it as paid and generate an unconditional lien waiver if needed.