Payment Stage

The Stage number helps you order the payment stage in the required position.

Select the Payment Stage name from the drop-down list, or select the Setup button to add or edit default payment stages to selection from in the drop-down list.

This will show on the Sales Invoices.

This is for you to enter the Description of the Payment Stage and or the works complete.

This will show on the Sales Invoice.

This is the percentage of the Contract Total you want to claim for this Payment Stage.

This will show on the Sales Invoices.

The Claim Amount is calculated from the % Claimed of the Contract Total. You can override the Claim Amount manually by entering a Claim Amount and by deselecting the % Claimed Show tick box.

This will show on the Sales Invoices.

This option is only available in the first and final Payment Stages. Typically, this feature is used on Lump Sum and Cost Plus claim method contracts to help keep cash flow positive.

The Notes field is only used for internal business use only. It does not appear anywhere else in SoloAssist.