How to use the Monthly Payment Cover Sheet Template

The Monthly Payment Cover Sheet template helps you batch multiple payment recommendations into a single letter for your client. Instead of sending many individual Payment Certificates or Schedules, you can create one comprehensive batch payment sheet that uses information already entered into Mastt.

Before you start:

• Ensure you have payment data entered in Mastt for the relevant month

Steps

Add the Payment Cover Sheet Template

The Payment Cover Sheet is a Dashboard Template, so all you need to do is create a new Dashboard and select the Template:

1. Navigate to your project dashboard
2. Click + Add Dashboard
3. Give the dashboard a descriptive name

4. Choose the Monthly Payment Cover Sheet from the Template and click Create

Customize the Payment Cover Sheet

1. Review the payment cover sheet layout
2. If your workspace logo doesn't appear, submit a support ticket to have it added
3. Configure the customization options according to your project requirements
4. Save your customized template

The Monthly Payment Cover Sheet template requires initial customization before you can use it to its full benefit, but once set up, there is minimal additional work required each month.
Refer to the video below for detailed instructions on setting up the Payment Cover Sheet.

Use the Payment Cover Sheet Monthly

1. After entering all payments for the month, navigate to your Payment Cover Sheet dashboard
2. Update the Month and Year fields to reflect the current reporting period
3. Save the dashboard to apply your changes
4. Click Download to generate your monthly payment cover report

Result: You'll have a polished, branded monthly payment cover report ready to send to your client.