Construction / Free editable template

Construction payment application process template

Getting paid on a construction contract follows a strict monthly cycle of applications, notices and deadlines. This board marks one month's key dates on a calendar, from the application and payment notice to the pay-less notice deadline and the final date for payment, shows how retention is held and released, and works through a valuation to the amount due.

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Preview the construction payment application process

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Construction payment application process example showing monthly payment calendar with key dates, retention held and released, worked valuation to amount due
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set your contract dates

    Replace the example days with the due dates, notice periods and final date for payment in your contract.

  2. Diary every notice

    Put the payment notice and pay-less notice deadlines in the diary. Missing them can change what is legally due.

  3. Track retention

    Record retention held on every valuation and diary the release dates at practical completion and the end of the defects period.

Questions about this template

Can I change the payment dates to match my contract?

Yes. Move the due date, payment notice, pay-less notice and final date markers on the calendar, and edit the retention percentage in the worked valuation.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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