Valuations and getting paid

Monthly valuations and payment applications

3 min read · Checked against the product 3 October 2026

Build a cumulative interim application on the project page, pull in instructed and completed variations, produce the s.110A application or a default payment notice, export for a portal and email it to the client.

Variations become money through the monthly application. On each project, Monthly Valuations holds every application: what was applied, certified and paid, the retention held and the documents that went with it. Monthly valuations are on the VariationFlow plans. A homeowner job is invoiced from its own Payments panel instead: see domestic jobs.

When to use it

Every valuation period, on or before the application date your contract sets. With a contract profile in place, the payment timeline on the same page shows when the next one is due.

Create the application

1. Open the project and, under Monthly Valuations, choose “Add valuation”. The number follows on from the last one; set the period end.
2. Choose how you are entering figures. Cumulative to date is the default, because UK applications usually run gross to date: enter the cumulative figure and the period’s movement is worked out and shown back to you. “This period only” takes the movement instead.
3. Tick the variations to include. Only Instructed and Completed variations are offered, and each moves to Included in Valuation when the valuation saves.
4. Check the retention percentage, which comes from the project. The gross, the retention and the net due are totalled underneath.
5. Leave certification and payment empty for now. They are recorded when the certificate arrives and when the money clears.
6. Attach supporting documents and, if you are ready, tick “Email this valuation to the client now” with a recipient, CC and a message. Documents go as secure links and you get an email receipt. Choose “Save & send”, or “Add valuation” to send later.

The documents

• Application / Notice (PDF): your application on your letterhead, stated as the payee’s notice of the sum considered due under s.110A of the Housing Grants, Construction and Regeneration Act 1996, with retention, the VAT or reverse-charge breakdown and the cycle dates.
• Default notice: the payee’s default payment notice under s.110B, for when the payer has not issued its own payment notice. Record the day you served it on the Payment notices tracker: served late, it postpones the final date and the pay-less deadline by the same number of days.
• Portal export: the application reshaped as a schedule-of-values claim for keying into a main contractor’s payment portal.
• Late-payment letter: offered while money on the valuation, less retention, is still unpaid.

What good looks like

• One valuation per period, numbered in sequence, with every instructed or completed variation either included or held back on purpose.
• The application emailed from VariationFlow, so the send is on the valuation’s audit trail.
• “Valid application made” ticked on the tracker once it has gone in on time and in form, so the s.111 check has something to work from.

Common mistakes

• Typing the period’s movement into the cumulative box. The form warns you when the new total falls below the previous one.
• Editing an older valuation cumulatively. Earlier valuations take the movement only; cumulative entry is for the most recent one.
• Leaving a completed variation out of every application until final account, where it is easiest to argue away.