Source: https://www.quantsurv.com/library/tools/payment-application-checklist
Content format: Markdown version of the public page.
Content reviewed: 2026-10-14

# Payment application checklist

Check the valuation date, required format, recipient, attachments and submission evidence before sending an application.

by [Jack Butler-Kettle](<https://www.quantsurv.com/about#jack-butler-kettle>) · About 2 min readShare

## How to use it

Complete against the actual contract requirements for that cycle. Leave a check open if its source or evidence is missing.

### Payment application checklist

Complete against the actual contract requirements for that cycle. Leave a check open if its source or evidence is missing.

[Download blank Word template](<https://www.quantsurv.com/downloads/library/payment-application-checklist.docx>)

Free blank template for your own project. The completed example is shown below. No email address required.

View the completed example

Completed fictional example

Westhaven refurbishment · 14 October 2026 · Version 1.0

#### Payment application checklist

Scroll across if needed to read the whole record. A dash means no value has been entered.

Payment application checklist: completed fictional example
| Check | Completed example | Status / evidence |
| --- | --- | --- |
| Correct cycle and version | APP-10 r1; valuation to 20 Oct 2026 | Checked against payment schedule P rev 2 |
| Valuation and arithmetic | £120,000 gross less £6,000 retention and £90,000 previous assessment | £24,000 current application; reviewed by QS |
| Required attachments | Measurement MW-10; change summary CH-10 | All listed in covering email |
| Recipient and timing | Portal and accounts inbox specified in signed schedule | Upload planned before 20 Oct 12:00 |
| Proof of issue | Keep submitted workbook, PDFs and portal receipt | Open until receipt is saved |

The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.

## Understanding your results

The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.

## How it works

The Word file provides an unpopulated working structure to complete for your project. The completed fictional example stays on this page.

Read the [related guidance](<https://www.quantsurv.com/underpaid/tips/follow-the-format>) for the context and checks behind this template.

If you need help preparing or reviewing the project records, our [quantity surveying services](<https://www.quantsurv.com/quantity-surveying>) explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

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