---
title: How to create a Payment Cover Sheet
description: Payment coversheet
---

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# How to create a Payment Cover Sheet

## The Payment Cover Sheet is an alternate PDF export for Payment entries. Instead of the standard document template layout, it produces a condensed, single-page summary — the "front page" of a payment application — showing the key financial totals, project details, and signatures needed for approval, without the full backup detail.

### **How to Export a Cover Sheet**

**![](https://support.facsware.com/hs-fs/hubfs/image-png-Sep-18-2026-05-10-37-1619-PM.png?width=195&height=228&name=image-png-Sep-18-2026-05-10-37-1619-PM.png)**

You can export a Cover Sheet from either the Payment log page or an individual Payment entry:

1. Select one or more Payment entries (from the log page) or open a Payment entry.
2. Click the **More** button.
3. Select **Export Cover Sheet**, located directly below the standard **Export** option.

The standard **Export** option produces the regular document template PDF — **Export Cover Sheet** is an additional option, not a replacement.

If you select multiple entries from the log page, the Cover Sheet PDFs are delivered by email the same way a standard multi-entry export is.

All users who can view a Payment entry can export its Cover Sheet — no additional permissions are required.

#### **File Naming**

Cover Sheet exports follow the same naming convention as other PDF exports, with "Cover Sheet" added after the template name:

`Date Created - Payment Cover Sheet - Creator Name.pdf`

For example, a Payment entry created September 1, 2025 by Greg Varni would export as:  
**09-01-2025 - Payment Cover Sheet - Greg Varni.pdf**

 

### **What's on the Cover Sheet**

**![](https://support.facsware.com/hs-fs/hubfs/image-png-Sep-18-2026-05-11-45-1384-PM.png?width=869&height=616&name=image-png-Sep-18-2026-05-11-45-1384-PM.png)**

The Cover Sheet is landscape-oriented and includes the following sections:

#### **Header**

Displays the page title **Payment Cover Sheet**, followed by a dividing line. References and Comments from the entry are not included in this export.

#### **Summary**

A three-column overview identifying the project and payment period:

| Company | Project | Payment |
| --- | --- | --- |
| Owner | Project Name | Payment Number |
| Engineer | Project Number | Payment Period (start - end) |
| Contractor | Contract Number | Contract Date (NTP) |

**Note:** The **Owner** field pulls from the **Project Owner** field on **Project Settings \> General** — if this hasn't been filled in yet, that field will be blank on the Cover Sheet.

#### **Payment**

A running calculation of the payment amounts for the period, including:

- Original Contract Price
- Net Change by Change Orders
- Current Contract Price
- Total Work Completed (including material stockpile to date)
- **Retainage**, broken into: 
    - Retained this period
    - Retained to date
- Amount eligible to date
- Less previous period
- **Amount due this period** (shown in bold)
- Balance to Finish, including Retainage

All dollar values are shown with two decimal places and a dollar sign.

#### **Remarks**

Displays the Payment entry's **Remarks** field below the Payment section. If the Remarks text is long enough to require a second page, the Header, Summary, and Footer repeat on that page, and the Remarks continue in landscape format using the full page width.

#### **Signatures**

Displays a signature block for each signature field configured on your account's Payment document template (the number of fields varies by account). For each one, the Cover Sheet shows:

- The field's label (in bold)
- **By:** — the signer's signature if signed, or a blank line if not yet signed
- **Date:** — the date signed (mm/dd/yyyy), or a blank line if not yet signed
- The signer's name, title, and company (only shown once the field is signed)

#### **Footer**

Matches the standard FACS export footer: a dividing line, followed by the Account and Project name and page numbering (Page n/n).

 

If you have any questions, or need additional assistance, please reach out to our support team at [support@facsware.com](mailto:support@facsware.com) and we will be happy to assist you.

 

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