Payment notices

Open this screen in Saral/projects/notices

The one door for every payment notice, certificate and pay-less notice to a package subcontractor. A subcontract month valued on Subcontracts → Applications is issued here; a notice against a posted invoice is drafted here from the ledger and the package's terms. Every figure on the notice is derived; you type only the assessment and, on a pay-less notice, the basis.

You enter

Which notice — payment notice, certificate or pay-less notice
A gross valuation to date only where it differs from the pre-fill, and any deductions with a reason each
On a pay-less notice: the sum previously notified and the basis of calculation (required by s.111(4))
A notice sent outside Saral — its kind and date — so the month locks without a second notice

Saral fills in

The invoice list from the ledger — unpaid first — with due date, notice-by, pay-less-by and final date from the package's terms
The gross valuation pre-filled from the confirmed subcontract month, previously certified from earlier notices, retention at the package rate, VAT at the invoice rate
The sum previously notified on a pay-less notice, from the earlier payment notice
The ladder as it will print, and a live PDF preview that rebuilds as you type

It produces

A numbered, filed PDF on the contracting entity's letterhead — an issued notice cannot be withdrawn
The draft as PDF and Excel with formulas, never emailed as if it were the notice
An email of the filed notice through the one send door, logged on Correspondence

Recorded as sent outside Saral

On a subcontract month, 'Record a notice sent outside Saral' takes the kind and the date and locks the month without producing a document. A record like that can be cleared; an issued notice cannot. A month flagged as issued outside Saral on the Applications tab links its original here and is never re-issued.

Contract letters

The second view on this page composes the letters the registers call for — to subcontractors and the client — from the same records. Each register's 'Issue the letter' link lands here with the letter pre-selected.

Where the figures come from

The subcontract month's gross comes from the confirmed valuation on Subcontracts → Applications; the ledger invoice, its net and VAT rate from Xero; the dates from the package's terms on Procurement; retention from the package, the payment schedule or the account default, in that order.

Next screen: /projects/valuation

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