Skip to main content
Signet® Knowledge Center

Record a payment

For Contractors

In this article:

See also:

Navigation

  1. Click a contract number from the Contracts page or click the link in your email reminder.
    • Note: The service sends reminder emails at certain intervals prompting you to act. Learn more here: Email notifications.
  2. Find the estimate you need and click Record payments.

Read on to learn how to record a payment using one of two options: by uploading a CSV file, or by entering it manually.

Record payments manually

Tips:

  • If you have a mix of CSV and manual payments, upload the CSV first, then add manual entries.
  • You can't mark a payment final if it includes general withholding or withheld retainage.
  • If a subcontractor fulfills more than one DBE role, record a separate payment for each role.

Steps:

  1. From the Record new payment screen, click Manually enter payments.
  2. Enter the payment information. Selecting a past date for a backdated payment will require a comment.
  3. If your payee is a DBE, a DBE type dropdown will appear automatically. Select the appropriate DBE type. If they fulfilled more than one DBE role, click Add another payment and record each role separately.
  4. If your payee is not a DBE but the DBE type dropdown appears, select Not for DBE credit.
  5. Click Add another payment for each additional payee.
  6. Select Final payment if this is the last payment to a payee.
  7. Check the box to certify the information is true and correct, then click Record payment.

Good to know:

  • Negative payments are allowed if you need to adjust a previous entry. See Correcting payment mistakes.
  • Use the comments section for negative amounts or anything needing clarification — the agency can see these comments for auditing purposes.
  • Mark a payment complete when you have no more downward payments to stop late payment notifications.

Can't find your payee?

  • If a payee doesn't appear, they may need to:
  • Have a current, correct email address on file with the agency
  • Be authorized to work on the project
  • Contact your agency to resolve this. See Agency Contacts and Information.

Record payments by uploading a CSV file

Tips:

  • Use a CSV file to record multiple payments for one estimate.
  • Format your file before uploading to avoid errors.
  • You can make corrections in Signet after importing.

Steps:

  1. From the Record new payment screen, drag your CSV into the upload area or click Browse.
  2. If your file has data in the first row (not column headers), turn off the First row is column headers toggle.
  3. In the Signet field column, match each CSV field to its counterpart in Signet. When all fields are mapped, click Import payments.
  4. Fields flagged in red need your attention. Fix them, then check the box to confirm your signature.
  5. Use Add another payment to add manual entries or Remove payment to delete an entry.
  6. When finished, click Record payment. Signet will record the payments and notify payees.