Skip to content
English - United States
Contact Support
  • There are no suggestions because the search field is empty.

How to use the Monthly Payment Cover Sheet Template

Set up and use the Monthly Payment Cover Sheet template to send batch payment recommendations to your client

The Monthly Payment Cover Sheet template lets you put multiple payment recommendations into one letter for your client. You do not need to send individual Payment Certificates or Schedules. The template uses data that you already have in Mastt.

Before You Start

  • Make sure that you have payment data in Mastt for the applicable month

Adding the Payment Cover Sheet Template

The Payment Cover Sheet is a Dashboard Template. You must create a new dashboard and select the template.

  1. Go to your project dashboard
  2. Click + New Dashboard
  3. Select the Browse Templates tab
  4. Search for Payment Recommendation Letter (Payment Cover Sheet)
  5. Select the template
  6. Click Use Template

Set Up the Payment Cover Sheet

  1. Examine the payment cover sheet layout
  2. If your workspace logo does not show, refer to How to Add Logos to Mastt
  3. Set the options that apply to your project
  4. Click Save

On the payments table, use Aggregation Options to select which total shows at the bottom of the letter. There is no tax-inclusive total. The total shows exc. Tax only.

You must do the initial setup before you can use the template. After the setup, there is very little work each month. Refer to the video below for more instructions.

 

 

Use the Payment Cover Sheet Each Month

  1. Enter all payments for the month
  2. Go to your Payment Cover Sheet dashboard
  3. Change the Month and Year fields to the current period
  4. Click the Share button in the top right corner
  5. Select one of these options:
    • Share Link — Makes a link that you can send to stakeholders. See How to Share a Dashboard Link for more information.
    • Download PDF — Saves the dashboard as a PDF file that you can send to your client

Your monthly payment cover report is now ready.

You can save your changes as a template that only your organisation can see. Refer to How to Add Custom Dashboard Templates. 

Troubleshooting & FAQs

Q: Does the cover sheet update automatically when I add new payments?

Yes. The cover sheet uses live data from your project. When you add or change payments, the data shows the next time you open the dashboard.

Q: Can I make more than one cover sheet for the same project?

Yes. Make a separate dashboard for each cover sheet. For example, you can make one per contract or one per client.

Need Help?

Contact Mastt Support for help with the Monthly Payment Cover Sheet template.