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How to use Contract Standards and Payment Letters

Learn how to take advantage of Mastt's new Contract Standards and Payment Letters, providing one click generation of Payment Certificates or Schedules!

 

Creating a Contract using a Contract Standard

When creating a new Contract (or editing an existing Contract), you can select the Contract Standard that is being used. This will add the correct Payment Clause to the Payment Certificate and Schedule, and will allow you to define the Contract Roles.

  1. Navigate to the Contracts tab within the Cost Module.
  2. Click on the + Add Contract button to create a new Contract, or click on the Action button (...) next to the Contract you would like to edit and click Edit Contract.
  3. Select the Contract Standard using the dropdown menu. This will enable Contract Roles and Set Up & Configuration menus.
  4. Fill in the details under Contract Roles.
    1. Some information, like Principal/Client and Project Manager will be copied across from other contracts within the Project. 
  5. You can set either the Principal/Client or Project Manager as the Superintendent by toggling the option under the respective Contract Role. 
  6. Fill in the details under Set Up & Configuration:
    1. If you have amended the Contract Standard and the Payment Clause has changed, you can edit the clause by toggling on the Custom? option.
    2. The Security of Payment Act Jurisdiction can be set at a Project or Contract level. 
    3. GST % can be set at 0% if it is a GST-Free Contract.
  7. Finalise the Contract (adding a Title, adding the Contract to a Budget, adding Line Items). You can learn how to create a Contract through this Support Article.

Adding Attachments to your Payment

You can upload supporting attachments—such as QS Reports, invoices, or approval letters—directly to your payment in Mastt.

To attach files:

  1. On the Payment form, scroll to the Attachments section.

  2. Click on the box that says, "Click to upload or drop your attachments here."

  3. Select the file(s) you want to upload from your device.

  4. After entering all the required payment details and uploading your attachments, click Add to save the payment.

Downloading a Payment Certificate, Recommendation or Schedule

Once the Contract has been set up correctly, you can use the Payment Certificate, Recommendation, and Schedule. 

 

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If you would like to learn how to add a Payment into Mastt, please follow the instructions on this Support Article.

  1. Navigate to the Payment tab in the Cost Module.
  2. Click on the Action button (...) next to the Payment you would like to download the Certificate, Recommendation or Schedule for and click Payment Certificate, Payment Recommendation, or Payment Schedule.
  3. The Payment Certificate, Recommendation, or Schedule will download to your Computer.

Downloading Attachments with a Payment Letter

If you have uploaded attachments to your Payment, you will get the option to download these attachments with your Payment Letter. After selecting Payment Certificate, Payment Recommendation or Payment Schedule, you can select which attachments you would like attached to the Payment Letter. 

In the pop-up, select the attachments you would like to add by clicking on the Checkbox next to the file. You can reorder the downloads by dragging the attachments in the right pane, and then click Continue when you are ready to download the Payment Letter

Download Multiple Letters at Once

You can download multiple payment certificates at once, which will be compiled into a .zip file for easy access and sharing.

How to Use:

  1. Go to the Payments register.

  2. Select the checkboxes next to the payments you want to include.

  3. At the top, click the Letters button.

  4. Choose which documents you’d like to download:

    • Payment Certificate

    • Payment Schedule

    • Payment Recommendation

  5. Mastt will generate a .zip file containing all the selected letters for your chosen payments.

This is especially useful when you need to send or archive multiple certificates in one go.