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What is Paymee?
Paymee is a free Excel-based billing tool that helps construction contractors create progress billings and payment applications. You enter the line-item detail on a schedule of values, and the summary sheet fills in automatically. It can print onto the AIA G702 paper form (sold separately by AIA) and is positioned as a customizable alternative to standard CCDC and AIA G702/G703 formats.
Its practical value is in repeatable monthly billing: once the schedule of values is set up, updating quantities and amounts for each application is faster and less error-prone than rebuilding forms by hand. Templates cover American-style applications, Canadian CCDC billing, and a "Plus" version for EU formats that accommodates VAT, taxes, GST, and overhead-and-profit adjustments. It also supports unit-price line items and can be used simply to produce a schedule of values for accounting.
The main trade-off is that it is an Excel workbook, not a hosted platform: it requires Microsoft Excel (any version since Excel 2000), though no formula-writing or Excel expertise is needed. It suits small to mid-sized contractors and consultants who want control over form layout without paying for cloud billing software; teams needing multi-user access, approvals, or integrated accounting would likely outgrow it.
As a next step, check whether your client or lender requires an exact AIA G702/G703 or CCDC form. If so, confirm the template and printing setup match that requirement before adopting it for a live project.
How do I print a completed progress billing form onto AIA G702 paper?
Print the completed billing from the Paymee workbook onto AIA G702 paper using its American Style (no charts) template, which the site says supports printing onto AIA Document G702. The G702 paper itself is sold separately by AIA, so the software supplies the data and layout; the form is your own stationery.
Practical steps
- Download Paymee and open it in Excel (any version since Excel 2000 is supported; no formulas to write).
- Choose the American Style (no charts) template — the site ties G702 printing to this template specifically.
- Enter your line items on the detail sheet; the summary sheet is generated automatically from the detail.
- Customize text, columns and sections to match your project, removing anything that does not apply.
- Load the AIA G702 paper into your printer and print the summary sheet. Run a single test copy first to check alignment against the preprinted fields.
What to check before you print
- Alignment: preprinted forms are unforgiving; confirm that amounts and dates land in the correct boxes, adjusting margins or scaling in Excel's print settings.
- Template choice: the Canadian (CCDC) and European Union (VAT/tax) templates are for different form conventions, so do not expect G702 alignment from them.
- Unit prices: if your schedule of values uses quantity × unit price, confirm those line items carry through correctly to the summary before printing.
Deciding whether this fits
Paymee suits contractors who already bill in Excel and want a low-cost way to produce G702-compatible applications without retyping figures. If your client requires the official AIA G703 continuation sheet as well, check that your detail sheet output matches what they expect, since the site's G702 claim is specific to the summary. For broader context on AIA form conventions, the AIA's own site, American Institute of Architects, is the authoritative reference for the documents themselves.
Can Paymee generate a schedule of values for accounting purposes without submitting a payment application?
Yes. According to the page, Paymee can be used simply to create a schedule of values for billing or accounting purposes, separately from submitting a payment application. You enter the detail lines and the summary is generated automatically, so the same schedule can serve as an internal record even when no application for payment goes out.
How this works in practice
- Accounting-only use: A contractor or bookkeeper can build the schedule of values to track contract amounts and line-item breakdowns, then keep it on file rather than print it to an AIA G702 form.
- Billing support: The same schedule can later become the basis for a progress bill, so you avoid rebuilding the breakdown.
- Template choice: The American Style template suits schedules consistent with U.S. construction practice; the Canadian template follows CCDC conventions; the Plus template adds adjustments like VAT, taxes, GST and overhead/profit for EU-style formats.
Decision criterion
If your goal is a clean line-item breakdown for internal accounting, use Paymee's schedule-of-values function directly. If you also need a formal payment application, note that printing to the AIA G702 paper form requires that form separately, as the page states.
For related official references, see The American Institute of Architects on AIA contract documents and Canadian Construction Documents Committee on CCDC forms.
Which template should I choose for Canadian CCDC billing versus American AIA billing?
Choose the Canadian Template for CCDC billing and the American Style template for AIA billing. Both are Excel-based templates in the same Paymee package, so the choice is about matching the form your client expects, not about picking a different product.
How they differ in practice
| Your situation | Choose | Why |
|---|---|---|
| Project is in Canada, contract references CCDC | Canadian Template | Built to produce Payment Applications and Schedules of Values consistent with CCDC formats |
| Project follows US practice, or the client wants AIA G702/G703 | American Style (no charts) Template | Designed for American construction formats and supports printing onto AIA G702 paper |
| Contract includes VAT, GST, fees, or overhead and profit adjustments | Paymee Plus Template | Explicitly allows these adjustments |
| You only need a schedule of values for accounting | Any template | The site notes Paymee can be used just to create a schedule of values |
The American template is the one tied to AIA printing: the page states that Paymee supports printing onto AIA Document G702 when using this template. The G702 paper form itself is sold separately by AIA, so the software generates the printed output rather than supplying the official form.
A quick way to decide
Ask the party reviewing your payment application which form they will accept. If the answer is a CCDC-style application, use the Canadian Template; if it is an AIA G702/G703 package, use the American Style template. For a Canadian project with tax lines, check whether the Canadian Template already covers your tax presentation before switching to the Plus Template, since Plus is described as aligned with European Union formats and adjustment lines rather than CCDC.
One practical note: because the templates are customizable, you can rename or remove sections that do not apply to your project. That flexibility helps when a client wants a hybrid format, but it also means the printed result depends on your configuration. Whichever template you pick, produce one sample application and have the reviewer approve it before the first billing cycle.
The official CCDC and AIA documentation is the authority on form requirements: Canadian Construction Documents Committee and AIA Michigan (check your regional AIA chapter for G702/G703 guidance).
How does Paymee handle VAT, GST, overhead, and profit adjustments in European Union formats?
Paymee handles VAT, GST, overhead, and profit through its "Paymee Plus" template, which the site describes as producing Payment Applications and Schedules of Values consistent with European Union formats and allowing adjustments for "VAT / Taxes / Fee's / GST / Overhead & Profit." A screenshot labeled "Billing with VAT" illustrates one such configuration. Beyond that, the page evidence does not detail how each adjustment is calculated, where it appears on the form, or whether rates are entered per line or per summary—so treat "supports these adjustments" as the confirmed claim and the mechanics as unspecified.
What this means in practice
The Plus template is aimed at contractors billing under EU-style contracts where tax and margin lines must appear separately from the base contract work. Someone billing a German or Dutch client, for example, would use it to keep net work value, VAT, and any overhead/profit line distinct on the same application for payment. The page also notes that text, data columns, and sections can be customized or removed, which matters if your client's form uses different labels (e.g., "USt." instead of "VAT").
Decision criteria
- If your contract requires tax shown as a separate summary line, the Plus template is the relevant starting point; confirm the layout against your client's required form before relying on it.
- If you bill under AIA or CCDC conventions instead, the American and Canadian templates are the matching options—mixing conventions is the main risk.
- If you need per-line tax treatment (mixed-rate or zero-rated items), verify this directly before committing, since the page doesn't describe line-level tax logic.
A sensible next step is to download the freeware, open the Plus template, and enter one sample invoice with your actual VAT rate and overhead percentage to see whether the summary calculates as your contract requires. For the underlying form conventions, see The American Institute of Architects for G702/G703 context and CCDC for Canadian documentation. Microsoft Excel (version 2000 or later) is required, per the site.
Do I need Excel formulas or prior Excel experience to use Paymee?
No. Paymee is built so that you enter the detail and the summary is generated automatically, and the page states plainly that no formulas need to be written and no Excel experience is required. The only hard requirement is that Microsoft Excel is installed (any version since Excel 2000).
That matters most for a small contractor or office administrator who currently rebuilds a payment application by hand each month. The practical workflow is: fill in the detail sheet or payment schedule line by line, then let the summary sheet populate and print it to the AIA G702 form (the paper form is sold separately by AIA). Because the templates are customizable, you can remove columns or sections that don't apply to your project rather than fighting a fixed layout.
A sensible check before committing: download it, open the American Style template, and enter three or four line items from a real project to confirm the summary totals appear where you expect. If you also bill under CCDC or need VAT and overhead adjustments, test the Canadian or Plus template the same way, since those change which fields you fill in.
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