Finalize, mark complete and mark paid

• Finalize locks the billing and makes the final PDF. It becomes the starting point for next month. Choose to sign with your saved signature (set it up in Company settings) or leave the line blank to sign by hand. Notary lines are left blank for notarizing by hand.
• Then follow the numbered steps below it: lien waiver, additional documents, Build print package, and Email to contractor. See Package and send.
• Mark complete when you've sent it to the GC. It records the date.
• Mark paid (optional) when payment arrives.

Found a mistake after finalizing? Click Unlock to correct, fix it, and finalize again. Unlocking clears the package approval, so rebuild the package after.

Only the newest pay app on a project can be deleted, because later ones depend on earlier ones.