---
title: "Complete Application for Payment and Continuation Sheet"
slug: "complete-application-for-payment-and-continuation-sheet"
updated: 2026-05-18T19:18:58Z
published: 2026-05-18T19:18:58Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete Application for Payment and Continuation Sheet

## Overview

## 

Progress billing is often done for commercial and construction projects. With progress billing, you bill customers based on the amount of completed work and stored materials. To progressively bill, customers may require you to submit *applications for payment* and *continuation sheets.*

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- Information on a**continuation sheet**is used to generate an application for payment*.*
  - Both documents are created at the project level.
  - Both documents are created at the same time.
- A customer approves an *Application for Payment* to indicate approval of the work reported.
- Progress invoices are created after the *Application for Payment*is approved.
- The *Continuation Sheet* is sometimes referred to as the schedule of values (SOV).
- You cannot delete an *Application for Payment*. You can edit an existing *Application for Payment* and clear out all the items, if needed.
- When creating an *Application for Payment* based on an estimate, the *Description of Work* column in the *Continuation Sheet* is automatically filled in based on the item descriptions from the estimate.
- All fields in the Continuation Sheet include calculated taxes. If you want to to display taxes in a separate row, enable the **Sales Tax Display** in the *Application for Payment*global settings screen or the **Settings**tab. For more, see [Configure Application for Payment settings](/v1/docs/progress-billing-overview-and-setup#configure-application-for-payment-settings).

## Best practices

- Generate the progress invoice after the *Application for Payment* is approved.
  - If you generate the invoice before approval, do not post or export the invoice.
  - Changes to the *Application for Payment* automatically update the corresponding invoice if the invoice is not posted or exported.

## Create Application for Payment

The first step in progress billing is to add an *Application for Payment* to the project and complete a *Continuation Sheet*. The *Continuation Sheet* is used to generate the *Application for Payment* and both documents are sent to the customer for approval.

To create application for payment:

1. [Search for the project](/v1/docs/use-search-in-servicetitan) you want to add an *Application for Payment* to and click it to open it.
2. From the *Actions* dropdown, click **Add Application for Payment**. ![Project overview showing details like status, manager, and payment options for City Hall.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-uvzpaz5y.png)

The *Continuation Sheet* opens.

The top section shows dates covered by the *Continuation Sheet*, application date, and retainage percent.

![Continuation sheet showing date ranges and application details for a project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-ra0vr89u.png)

> [!NOTE]
> **Note:** Period From is the contract start date on the first application for payment. The date is updated after the first application.

The bottom section shows project information by project labels or categories and the total project. For more information, see [Create project labels](/v1/docs/create-project-labels).

![Table showing work completed, scheduled values, and balances for construction projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-t5hpnepw.png)

The table below describes each column. For more information, see [Understand project records](/v1/docs/understand-project-records).

> [!NOTE]
> **Note:** All fields in the Continuation Sheet include calculated taxes.

| **Column Label** | **Column Heading** | **Description** |
| --- | --- | --- |
| A | Item No. | Automatically assigned sequence number |
| B | Description of Work | Project labels or categories from the *Budget* vs *Actual* table |
| C | Scheduled Value | Value from the original sold estimate |
| D | Work Completed From Previous Application *(D+E)* | *Work Completed This Period* from the previous *Application for Payment + Work Completed This Period = Work Completed* > [!NOTE] > **Note:** The first time you create an Application for Payment, column D is zero. |
| E | Work Completed This Period | Work completed in the current application period > [!NOTE] > **Note:** *Since the application for payment is usually done before the application period ends, you should estimate work done for this period*. |
| F | Materials Presently Stored *(Not in D or E)* | Materials purchased and stored but not yet used |
| G | Total Completed Stored To Date *(D+E+F)* | *Work Completed From Previous Application (D) + Work Completed this period (E) + Materials Presently Stored (F) = Total of Work Completed* |
|  | % | *Total Completed Stored To Date (G)*divided by *Scheduled Value (C)* > [!NOTE] > **Note:** The % column rounds to the nearest decimal. |
| H | Balance To Finish (C - G) | *Scheduled Value (C) - Total Completed Stored To Date (G)* |
| I | Retainage | *Total Completed Stored To Date (G)* multiplied by retainage percent |
| J | Retainage % | Retainage percent specified in the contract |
| K | Collect Retainage | This option is available when Total Completed Stored To Date % (G) is 100%. |

## Update Continuation Sheet

You can update a *Continuation Sheet* to reflect the correct billing period, work done, and material used for the project.

![Continuation sheet detailing work completed, scheduled values, and financial balances for projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-w78mxczk.png)

To update the *Continuation Sheet*:

1. In the **Period To** and **Application Date** fields, enter dates.

> [!TIP]
> **Tip:** You can use the calendar to select a date.

> [!NOTE]
> **Note:** Application Date defaults to the current date.
2. In the **Retainage %** field, enter a new value, if necessary.

> [!NOTE]
> **Note:** You can set the retainage percentage at the beginning of a project. You cannot set it after the second Application for Payment is done.

## Update Work Completed and Materials Presently Stored

To update *Work Completed* and *Materials Presently Stored* for this period:

1. Select the row you want to update.
2. Click the **Edit** icon. ![Table displaying work completed, scheduled values, and balance to finish for projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-lictlpbm.png) The *Description of Work Items* for that label or category appears.
3. In the *This Period* column of the *Quantity* tab, enter the value of work done in this period.
4. In the *Materials Presently Stored* column of the *Quantity* tab, enter the value of materials purchased and stored but not yet used.

> [!NOTE]
> **Note:** The project manager typically provides values for Work Completed This Period and Materials Presently Stored.

![GIF of stored materials and period being edited in Continuation Sheet](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-k2v7nutn.gif)

If you want to see prices for a label or category, go to the **Price (USD)** tab.

![Table displaying work items with scheduled values and completed work details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-dgdqm7fz.png)

## Update Work Completed and Materials Presently Stored by price

To update *Work Completed* and *Materials Presently Stored*for this period by price:

1. Click the **Enable Edit Using Price**toggle. ![Application date and retainage percentage settings with an option to enable price editing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-d591v3l8.png)
2. For each item you want to edit, place a checkmark in the **Edit by Price**box.

> [!NOTE]
> **Note:** You can’t edit prices of Items with Inventory Tracking enabled.

*![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-g4a7zqwl.png)*
3. In the *This Period column* of the *Price (USD)* tab, enter the value of work done in this period as a cash amount.
4. In the *Materials Presently Stored*column of the *Price (USD)*tab, enter the value of materials purchased and stored but not yet used as a cash amount.

> [!NOTE]
> **Note:** You can’t edit prices of Items with Inventory Tracking enabled.

*![Table showing completed work and materials stored for two toilet models.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-j6g4drkt.png)*
5. **Save**your changes. ![User clicks the 'Save' button while reviewing an application for payment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-hue8cf3f.png)

## Edit the Description of Work field on the Continuation Sheet

1. Find the *Description of Work* group you want to edit.
2. Click that row.
3. In the **Description of Work** field that becomes editable, enter the new description for the item group.
4. Click **Save**.
5. In the confirmation pop-up, click **Save Edits and Update Series**.

![GIF of description of work being edited in the Continuation Sheet](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-xrkm250x.gif)

## Reorder items in Continuation Sheet

If you need to make changes in the order of line items in the *Continuation Sheet*, use the up and down arrows on the line items to reorder them. After reordering them, click **Save** to save your changes.

![Table displaying work completed, scheduled values, and financial details for a project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-q87f7ktm.png)

If you used the estimate items description option when creating the Application for Payment, and you reordered items on the *Continuation Sheet* and saved it, you can no longer reorder using the estimate and can only reorder using the arrows in the *Continuation Sheet*.

## Move subitems between groups in Continuation Sheet

1. Find the *Description of Work* group that includes the subitem you want to move.
2. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png)**on that row.
3. On the *Description of Work Items* subsection that appears, click **Move Item** for the item you want to move. ![Work item summary showing scheduled values, completed work, and financial details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-6an05d3j.png)
4. On the pop-up that appears, select the **Description of Work** group where the item should be moved to. ![Popup window for selecting work description options including Rough In, Trim Out, Start Up.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-9xm49jhz.png)
5. Click **Move Item**.
6. The subitem is moved to the group item.

> [!NOTE]
> **Note:** To move the subitem to a new group, click **New Description of Work**from the dropdown.

## Apply percentages in bulk

To apply percentages in bulk on a continuation sheet, click the **Bulk Actions** dropdown and select the action you want.

![Continuation sheet displaying billing options and work completed for various items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-5ce8xlrz.png)

- If you select **Bill for Remaining Balance**, it automatically fills out the *Work Completed*for the*This Period* field to get to 100 percent.
- If you select **Bill for Remaining Balance Including Retainage**, it automatically fills out the *Work Completed*for*This Period* field to get to 100 percent and selects the retainage to be collected.
- If you select **Bulk Apply**, you can enter the percent you want to apply to all lines. The percentage entered pre-populates the *Work Completed* field of the remaining items that are not at that percentage that you entered.

> [!NOTE]
> **Note:** The % field may not always be exactly equal to the percentage applied to each line. This happens if some rows are already completed with more than the percentage entered, and the system doesn’t support more than two decimal points.

To save your changes, click **Apply**.

## Resolve rounding differences in the Continuation Sheet

When AFP line item amounts are not evenly divisible by unit price, an item may reach 100% completion in quantity while a small price difference remains due to rounding. When this happens, a warning icon displays on the affected row and shows the remaining balance in the Balance to Finish column.

- This only appears when you view the Continuation Sheet in Price (USD) view.
- The warning icon indicates the item is at 100% in quantity but not in price.
- You need to resolve this before generating the invoice to ensure the invoice balance matches the Application for Payment.

![Continuation sheet displaying work items, values, and a rounding discrepancy alert.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/afp-rounding.png)

To resolve a rounding difference:

1. In the Continuation Sheet, click the **Price (USD)** tab.
2. Look for rows with a warning icon and a small amount in the *Balance to Finish* column.

> [!NOTE]
> **Note:** Hover over the warning icon to see which items in the group are affected.
3. Click **Edit**on the affected row to open the Description of Work Items.
4. Enable the **Edit by Price** toggle.
5. For each affected item, click **Adjust Price**.
6. The item total adjusts to 100% in price, resolving the rounding difference.
7. When finished, click **Save**.

## Review Application for Payment

To review the application for payment in a PDF form, click **Review Application for Payment**.

![Table displaying work completed, scheduled values, and payment review options for construction tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-1gdv4kil.png)

*Review Application for Payment* opens with a preview of the *Application for Payment*and the*Continuation Sheet*.

> [!NOTE]
> **Note:** The amount in the Current Payment Due field includes tax.

![Payment application document detailing project costs and completed work for Jack's Construction.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-2wanh4nt.png)

In *Review Application for Payment*, you can:

- Change the business unit by selecting the business unit you want.

> [!NOTE]
> **Note:** The Business Unit setting populates the contractor name, address and logo for the document. The application’s business unit must match one of the project’s assigned business units, if it has any.

![Review application for payment with highlighted business unit selection options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-sw37ul5o.png)
- Print the documents by clicking **Print** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-print.png). ![Review application for payment with business unit selection and save options visible.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-wkib72t8.png)
- Email the documents by clicking **Email** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail.png). ![Review application for payment with options to save or discard changes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-osd7rapf.png)

When you click the **Email** icon, the *Email Application for Payment* opens:

1. Fill in the corresponding fields.
2. Click **Send**.

> [!NOTE]
> **Note:** A copy of the Application for Payment and Continuation Sheet is attached to the email. For more information, see [Create email templates](/v1/docs/create-email-templates-1).

After you made changes, you have several options:

- You can click **Save** to confirm changes you made.
- You can click **Finish and Generate Invoice** to save changes after you reviewed the *Application for Payment*.
- You can click **Discard** if you don’t want to save changes you made. **Note**: *When you click****Discard****, it does not impact changes to project dates*.

## Set up email template

To create an Application for Payment email template:

1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**.
2. In the side panel, click **Invoicing**> **Email**.
3. On the *Email settings* screen that opens, click the **Application for Payment** tab.
4. Enter email template details:
  1. *From*
  2. *Subject*
  3. *Body*

> [!NOTE]
> **Note:** In the **Body** field you can also insert placeholders for commonly used values. Make sure that you use names exactly as shown. For example, use {CustomerName} with no space between Customer and Name. For more information, see [Create email templates](/v1/docs/create-email-templates-1).

![Email settings for application payment with placeholders for customer and business details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-l1zx6n2l.png)
5. Review the *Preview* section and modify the message as needed. ![Preview of a payment application addressed to John Doe from Good Company, Inc.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-b9pkcpd7.png)
6. When finished, click **Save**.

## View, email, or print Applications for Payment from the Project page

You can view, email, or print an *Application for Payment from the Project* page.

To do that:

1. [Search for the project](/v1/docs/use-search-in-servicetitan) you want to view and open it.
2. In the side panel, click **Financials.**
3. In the *Application for Payment* section, click the **Application #** you want. ![Table displaying payment applications, due dates, invoice numbers, payments, and balances.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-386q1gup.png)
4. On the *Continuation Sheet* that opens, click the **Application for Payment** tab. ![Continuation sheet displaying application details and work completed for payment review.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-egooheqo.png) *Review Application for Payment* opens. You can view, print or email the document. For more information, see [Update Continuation Sheet](/v1/docs/complete-application-for-payment-and-continuation-sheet#update-continuation-sheet).

## Audit Trail for Application for Payment

You can track any changes made to an Application for Payment by any given employee. Click **View Audit Trail** under the *Financials* section of the project dashboard to view the audit trail for that specific project.

![Application for payment showing details like invoice number, payment due, and balance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-x8z8jpfo.png)

Use the filter options to filter out items in the audit trail. Changes in Application for Payment for projects are also recorded in the [Audit Trail screen](/v1/docs/understand-accounting-audit-trail) in the *Accounting*section.

![Table displaying user actions, modifications, and application details for project management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-application-for-payment-and-continuation-sheet-image-xy1lrwnf.png)

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Progress Billing with Application for Payment](https://servicetitan.docebosaas.com/academy/learn/courses/304/Progress-Billing-with-Application-for-Payment)
- See [Add an estimate to an opportunity](/v1/docs/add-an-estimate-to-an-opportunity)