Invoiceables can be loaded to the Progress Payment's/Payment Schedule's Payment Schedule section at any time. You can load these one at a time (as a basic or detailed invoiceable), or load list of invoiceables from a pre-saved template.  

NOTE: Any branch users with Edit Stageclaim permissions can load and save payment schedule templates.  

If your business is a franchise then stageclaim templates will usually be loaded at a support/head office level, so please check with them before adding or editing any payment templates. 


How to Load a Payment Schedule Template

To load a payment schedule template:

  • Click the ‘Load from Template’ button - at the centre of the Payment Schedule section

    This will open the 'Load from Template' pop-up - for you to select a template from the pre-saved template list

  • Select your desired payment schedule template by clicking the corresponding radio button, and clicking 'Load'

    This will load your payment schedule template - displaying a list of invoiceable descriptions each with a status, % of contract, an amount (inc GST), along with the invoiced to date, to be invoiced, and a paid to date amount columns. 


    NOTE: Your Payment Schedule line percentages should add up to 100%, the actual line dollar values (for each payment schedule line) will be calculated as follows:  

    [ (Signed Contract Price) – (the SUM of all Deposit and Other Items) ]     / divided by the invoiceable percentage value

TIP:  If the number of payment schedule lines, the descriptions, or the % and/or $ values do not match your Build Contract:

  1. Check you have loaded the 'correct' payment schedule template - if you have loaded the wrong template - delete these payment schedule entries (via the 'Remove all Stage Claim Payments' dropdown option) and load the correct payment schedule template

  2. If you have loaded the 'correct' payment schedule template - but the payment values or percentages do not match your Build Contract - check you have included ALL of your Deposit and Other Items lines

  3. If the details are still not right, manually edit each line as required.


How to Create (Save) a Payment Schedule Template

To save a payment schedule template:

  1. Click the 3 dot menu dropdown to the right of the Payment Schedule header
  2. Click on the 'Save as Template' option

    This will open the 'Save as Template' pop-up 

  3. Give your payment schedule template a name
  4. And click 'Save' to confirm

    Your new payment schedule template will now be available next time you select the 'Load from Template' button