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Application Details

Job^*

Application Number^*

Status^*

Valuation Period

Valuation Date^*

Application Date^*

Statutory notice dates auto-calculate from this date on save.

Amounts

Applied Amount^*

£

Certified Amount

£

Update once the Payment Certificate is received.

Payer Response — Payment & Pay-less Notices

Record the notices received from the payer. A notice served after its deadline is ineffective under the Construction Act, so the full applied sum remains due.

Payment Notice Issued

Date the payer served their payment notice.

Notified Sum (£)

£

The sum the payer says is due.

Pay-less Notice Issued

Only if the payer intends to pay less than the notified sum.

Pay-less Sum (£)

£

The reduced amount the payer intends to pay.

Pay-less Grounds

The basis on which the sum is calculated (required for a valid notice).

Construction Act Statutory Dates

Auto-calculated from the application date and job contract type. Override manually if needed.

Due Date

Payment Notice Deadline

Last date the payer can issue a payment notice.

Pay-less Notice Deadline

Last date the payer can issue a pay-less notice.

Final Date for Payment

The date payment must legally be made.

Notes

Date Paid

Set via "Mark as Paid" action, or enter manually.

Amount Paid (£)

£

The sum actually received (may differ from the certified amount).

Notes

Payment Applications

A Payment Application is your interim valuation — what you're claiming for work done in a period. Bidix tracks the full cycle the Construction Act expects: what you applied for, what was certified, the notices due, and what was finally paid — and it derives every statutory date for you so nothing becomes time-barred. Find them on the job's Payment Applications tab.

The cycle

Submitted → Certified → Paid (or Overdue if the final date passes)

Field	Meaning
Applied amount	The gross value you're claiming this period
Certified amount	What the payer certifies as due
Retention	Deducted automatically per the job's terms (override if needed)
Paid amount / paid date	Recorded on settlement

The statutory dates

Set the application date and Bidix derives the rest from the job's contract type (you can override any of them). The day counts are:

Contract	Payment due	Final date for payment	Pay-less notice
JCT / SBCC	application + 14 days	due + 17 days	final − 7 days
NEC4	application + 21 days	due + 14 days	final − 7 days
Standard	application + 30 days	due + 14 days	final − 7 days

The payment notice is due 5 days after the payment due date in all cases.

Worked example — JCT, applied 15 Jun 2026:

Payment due: 29 Jun (15 Jun + 14)

Payment notice due: 4 Jul (due + 5)

Pay-less notice due: 9 Jul (final − 7)

Final date for payment: 16 Jul (29 Jun + 17)

The list flags applications overdue against the final date for payment (with the number of days), and warns when one is due soon (within 7 days).

Notices and what's legally payable

This is where the Construction Act bites. Bidix works out the notified sum — the amount that must legally be paid — from the notices served and whether they were served on time:

 1Notified sum =  pay-less notice amount   (if a valid pay-less notice was served)
 2             →  else payment notice amount (if a valid payment notice was served)
 3             →  else the full applied amount   (the payee's right under the Act)

A notice served after its deadline is ineffective, so the amount falls back down the list. From the notified sum:

 1Shortfall    = max(0, applied amount − notified sum)     (what the payer is withholding)
 2Net payable  = max(0, notified sum − retention)          (what's due after retention)
 3Outstanding  = max(0, net payable − paid amount)         (still owed)

Why it matters: if the payer misses both notice deadlines, the full applied amount becomes payable — the "smash-and-grab" right. Bidix tracks those deadlines precisely so you know where you stand.

Cadence

The expected interval between applications is configurable (monthly by default), and Bidix can suggest the next application date from the job's most recent one.

How it feeds the rest of the system

Applied and certified values drive Value Earned in the CVR.
Certification and payment dates feed the Cashflow Forecast.
Retention deducted here flows through to retention release — see the Retention guide.

Tip: Enter the application date and let Bidix calculate the deadlines — then act on the pay-less notice date in particular. For a payer, missing it can mean paying the full claim; for a payee, it's the date your entitlement crystallises.

Retention

Retention is the percentage a payer withholds from each valuation as security, released in two halves — once at practical completion, and once at the end of the defects period. Bidix calculates it automatically on every Payment Application and tracks the running position and release dates for you.

The job's retention terms

Two settings on the job drive everything (set them on the job's Details):

Setting	What it does	Default
Retention %	The percentage withheld from each certified valuation	5%
Limit of retention %	A cap on total retention, as a % of the contract sum	3%
Practical completion date	When the first half is released	—
Defects liability (months)	Months after PC until the second half releases	12

How it's deducted on each application

For each payment application:

 1This application's retention = valued amount × retention %

where the valued amount is the certified figure if entered, otherwise the applied figure. The running total is then capped so total retention never exceeds the limit:

 1Cap (£)        = contract sum × limit %
 2Retention kept = max( 0 , min( this application's retention , cap − already held ) )

Worked example — £500,000 contract, 5% retention, 3% limit:

Cap = £500,000 × 3% = £15,000.

Apps 1–3 would withhold £5k + £9k + £10k = £24k at 5%…

…but the cap stops it at £15,000 total. Once £15k is held, later applications withhold nothing further.

You can always override the retention figure on an individual application if a one-off arrangement applies.

How it's released

Retention is released in two equal halves (moieties):

Release	When	Amount
First half	Practical completion date	Half of total held
Second half	PC + defects liability months	The remaining half

 1Outstanding retention = total held − released so far

If no practical completion date is set, no release is scheduled yet — the full amount stays outstanding.

Continuing the example: £15,000 held → £7,500 released at practical completion, £7,500 at the end of the 12-month defects period.

Where it shows up

The net payable on each payment application is after retention is deducted — see the Payment Applications guide.
The two release tranches appear as cash-in events in the Cashflow Forecast, dated to PC and the end of defects.
Outstanding retention is carried into the Final Account settlement.

Tip: Set the practical completion date as soon as it's known. It's what schedules your retention release — and a meaningful sum of cash usually rides on it.