How do I create an Application for Payment in Socket?

You can create new Application for Payment forms and corresponding continuation sheets using the following instructions: 

1. Open the Socket application and log in using your ConstructionOnline username and password. 
2. Select the desired Project from the Left Sidebar. 
3. Once you've navigated to the desired Project, choose the "Application for Payment" tab.
4. Within the "Application for Payment" tab, locate and click the "AFP Wizard" option located underneath the green "Application for Payment" banner. 
5. This will open the "Application for Payment" wizard where you can begin creating your new application by entering the following application and project information:
   1. Application Number: This field is automatically generated based on the number of Applications previously created and cannot be changed.
   2. Period To: Enter the end date of the period for which the work or services are being billed in the current payment application. 
   3. Contract Date: Enter the date by which the original contract for the project was signed or executed. 
   4. Once you've filled in the appropriate details click the "Next>" button. 
6. Within the next step, select which QuickBooks Invoice(s) to include in the Application for Payment by marking the checkbox ☑️ next to the desired Invoice(s). 
   
   1. Invoice(s) must have been previously created in QuickBooks to appear within the table. 
   2. Any Invoice(s) that have been included on previous Applications will not appear within the table. 
   3. Once you've selected the desired Invoice(s), click the "Next>" button. 
7. Within the next step, select which Change Orders to include in the Application for Payment by marking the checkbox ☑️ next to the desired Change Order. 
   1. Change Orders must have been previously created in QuickBooks to appear within the table. 
   2. Any Change Orders that have been included on previous Applications will not appear within the table. 
8. Once you've selected the desired Change Orders, click the "Finish" button to generate the Application and Certificate of Payment along with the Continuation Sheet.
9. Once generated, the Application for Payment Summary will appear for your review and approval. There are a few different options you can select within this step: 
   1. View Certificate Details: Certificate Details can be viewed by clicking the blue hyperlinked "View Certificate Details" text in the bottom left corner of the wizard. 
   2. View Certificate: The Certificate can be viewed by clicking the "View Certificate" button. Socket will prompt you to review additional required information for the application including Customer Name & Address, Contractor Name & Address, Project Name & Address, and Architect Name & Address. 
      1. Once you've reviewed and approved these details, click the "Continue" button. Socket will automatically download & open the Application & Certificate Payment and Continuation Sheet documents in Excel. 
   3. Save to ConstructionOnline: The Application for Payment can be saved to your ConstructionOnline account by clicking the "Save to ConstructionOnline" button. Socket will prompt you to review additional required information for the application including Customer Name & Address, Contractor Name & Address, Project Name & Address, and Architect Name & Address.
      1. Once you've reviewed and approved these details, click the "Continue" button. Socket will automatically upload the Application for Payment within an "Application for Payment" file in the respective ConstructionOnline Project's Files. 
   4. Approve: Selecting the "Approve" option signifies the application has been approved.
      1. All Pending Applications must be approved or deleted before new Applications can be generated. 
   5. Delete: Selecting the "Delete" option deletes the current Application. 
   6. Close: Selecting the "Close" option closes the Application for Payment wizard and saves the Application as "Pending".
10. We highly recommending saving all Applications for Payment and corresponding documents to both your ConstructionOnline account and your local device to ensure information is safe, secure, and accessible. 

Click here for more frequently asked questions (FAQs) regarding Integrating with QuickBooks Desktop.