Step by step

Money → Invoices → AIA G702/G703 → New AIA contract. Enter the contract, or auto-load a Schedule of Values from a won estimate or a project.
The SOV is one line per scope section with its scheduled value; edit lines inline as needed.
Click New pay application each period — it creates the next numbered application and seeds it from prior progress.
On the application, enter This Period and Materials Stored per SOV line; MEPSub computes % complete, retainage, earned-less-retainage, previous certificates, and current payment due (G702) plus the full G703 continuation sheet.
Download the branded G702/G703 PDF to submit; the application flows into A/R and aging like any invoice.

Tip: Retainage carries forward automatically from one application to the next — you don’t re-enter it each period.

Tips

Retainage % is set on the contract and applied to completed + stored work automatically.
Use “Bill with AIA” from an estimate or project to skip manual SOV entry.

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