Payment Applications

Track payment applications from submission through approval to payment, with retention calculation and full audit trail.

Retention tracking
Configurable retention percentage per application with automatic retention amount calculation.
Approval workflow
Track invoice date, approval date and payment date for every application with a complete timeline.
Full audit trail
Every submission, approval and payment is logged with dates, amounts and comments for complete traceability.
Export ready
Export payment summaries to Excel and Word for monthly reporting and finance submissions.

What are Payment Applications?

Transform how you manage payment applications with Morta's integrated solution, designed to bring clarity, accuracy, and efficiency to a process that is often complex and time-consuming. Traditional methods rely on disconnected spreadsheets, emails, and manual checks, which create unnecessary delays and risks. Morta replaces these with a single source of truth, ensuring every payment application is consistent, transparent, and fully traceable.

With Morta, your team can prepare, submit, review, and approve payment applications in one unified environment. Structured templates, automated workflows, and real-time reporting reduce administrative burdens and eliminate errors, while clear visibility helps strengthen trust between contractors, subcontractors, and clients.

Equip your organisation with tools that make payment applications faster, more transparent, and more reliable. Morta helps you reduce disputes, improve cashflow certainty, and strengthen collaboration across the supply chain.

Frequently asked questions.

Common questions about this template and how it works.

Does Morta track retention?

Yes. Every payment application includes a configurable retention percentage and automatically calculates the retention amount.

Can I see the full approval timeline?

Yes. Each application logs the invoice date, approval date and payment date, giving your team a complete timeline for every payment.

How are deductions handled?

Deductions are reflected in the difference between invoice amount and approved amount, with comments explaining any adjustments.

Can subcontractors view their payment status?

Yes. Morta supports permission-controlled views that allow supply chain members to see the status of their own payment applications.

Start tracking payment applications.

Copy this template for free and customise it to match your payment workflow.