Commercial¶

What this is¶

Commercial covers the money side of a project: payment applications, payment notices, pay less notices, retention, and final accounts. Commercial records are raised against either a project's main contract or a specific trade package.

Who can use it¶

Any authenticated user with access to the project — including the Client role, not just Admin/Super Admin — can create and progress commercial records for their own organisation's projects.

Where to find it¶

Open a project and select Commercial from the project sidebar. It is organised into tabs, including Payment Applications, Variations, Retention, and Final Account.

How the commercial chain connects¶

flowchart LR
    A[Payment Application] --> B[Certification]
    B --> C[Payment Notice]
    B --> D[Pay Less Notice, if disputed]
    C --> E[Final Date for Payment]
    D --> E
    E --> F[Final Account]
    F --> G[Retention Release]

Looking for the organisation-wide view?

This page covers Commercial inside a project. For a read-only summary of commercial position and deadlines across every project, see Global Commercial.

In this section¶

Global Commercial: organisation-wide monitoring across all projects
Payment Applications
Application Valuations
Payment Notices
Pay Less Notices
Retention
Final Account
Generated Documents

Common mistakes to avoid¶

Certifying a payment application before checking the calculated totals against the actual valuation.
Issuing a pay less notice after its deadline has passed — SureSign will show the notice as late, but it does not stop you issuing it; check your contract's requirements first.

What to do next¶

Start with Payment Applications if you are new to this area.

Glossary — definitions for terms like Retention, Notified Sum, and Due Date.