Generate a payment form document

Generate a payment form when you want a document that has more information than what is supplied in the payment form download. Payment form documents are saved in the Payment forms Supporting documents tab.

You must have templates with the template type Payment Form. If no templates of this type are available, you can click the Settings icon in the payment forms wizard to go to the Contract templates page of the project settings to add templates.

1. From any page in a payment form, expand the Actions menu, and then select Generate Payment form. The Payment forms wizard opens.

2. Select the Payment form templates you want to use from the Available templates column and move them to the Selected templates column.

   

   Use the up and down arrows to the right of the Selected templates column to change the order of the templates, if needed.

3. In the Contract template details section, choose one of the following in the Generate document as field:

   • Individual documents to get a separate PDF or template file type document for each template you selected.

   • Merged document (PDF only) to merge the templates into a single PDF document.

4. Use the toggle to indicate whether to save the contract document in the Supporting documents tab for the payment form. If you choose to save in the Supporting documents tab, add the name of the document.

5. Select the watermark text. If the organization-level settings require a watermark and the end watermark event has not occurred, the Select watermark stamp field is required. If the end watermark event has occurred, the watermark is optional.

6. Click Next. The Review templates page shows the templates in the order you selected them.

7. Choose the template you want to review from the Review templates list. The template tags show as fields in the display area. The message, "No general tags found in this template" in the display area can indicate that the table consists of only collection tags. If the Allow users to edit the document during creation toggle in the template details is set to No, the fields on the Review page are disabled.

   The Review templates dialog box lets you edit or add information to the fields that populate the document after it is generated. Any field that is blank is not added to the document, and you cannot add information later.

8. Make changes and additions to the payment form information. Use the Review templates list to select the next template, and then make changes. Changing data in Review contract fields updates the data published in the contract document but does not update the data field in Contract.

9. After you have reviewed all changes, you can click Preview document to see a preview of your document. The preview opens in a separate window with the tags filled in. If you used collection tables in any of your templates, you can view them in the preview document. The content of the preview varies as follows:

   • If you selected Download as a PDF document when you generated the document, the preview contains all the templates in the order you specified.

   • If you selected Download as individual documents when you generated the document, the preview contains only the template that showed when you clicked Preview document. You can preview other documents by selecting the file from the Review templates list, and then clicking preview document.

10. Click Finish. If you created a merged document, Contract writer downloads a PDF that includes all the templates. If you created individual documents, Contract writer downloads a PDF or original file type for the selected template only.

If you chose to save the document to the Supporting documents tab, the document is saved to the Payment forms Supporting documents tab with type Payment request. It is not saved to the project- and contract-level Supporting documents tabs.