Module 04 of 12 · 31 capabilities
Get paid at
every stage.
Deposit, booking-fee, progress, final-account and retention invoices, all linked to the project. Customers pay by bank transfer from a secure deposit page — no card-gateway fees. Variations are priced, approved by the customer and invoiced without losing the thread.
A schedule customers understand
Deposit status moves from setup required to ready, requested, partly paid and paid — alongside the full payment schedule and the outstanding balance.
Variations with a paper trail
Each variation records its reason, labour and material cost, customer price and programme impact in days. It links to the original quote and sales order, then is approved, activated, invoiced and settled.
No card-gateway fees
Payment requests carry clear bank transfer instructions, and receipts are tracked against every invoice.
Credit control built in
Receivables, outstanding invoices and customer balances, with a credit-control workflow to follow up what's owed.
In the platform
Deposits, stage invoices, variations.
Deposit status moves from setup required to ready, requested, partly paid and paid — alongside the full payment schedule and the outstanding balance.
Book a walkthroughPayment schedule · 14 Elm Road
Illustrative screen — names and figures are fictional.
Billing & Variations
Everything in Billing & Variations.
All 31 capabilities in this module, numbered as they appear in the full feature index.
Deposits & Customer Billing
13 capabilities- #069Deposit invoice
- #070Booking fee invoice
- #071Progress invoice
- #072Final account invoice
- #073Retention release invoice
- #074Bank transfer payment instructionsRequest payment without paying for an expensive card gateway.
- #075Secure deposit payment and information portal
- #076Deposit statusSetup required, ready, requested, partially paid or paid.
- #077Payment schedule
- #078Project billing records
- #079Invoice to project link
- #080Payment receipt tracking
- #081Customer outstanding balance
Variations & Additional Works
13 capabilities- #198Project variation
- #199Variation linked to original quote
- #200Variation linked to original sales order
- #201Variation reason
- #202Variation labour cost
- #203Variation material cost
- #204Variation customer price
- #205Variation customer approval
- #206Variation rejection
- #207Programme impact days
- #208Variation activation
- #209Variation invoice
- #210Variation settlement tracking
Credit Control
5 capabilities- #366Customer receivables
- #367Outstanding invoice monitoring
- #368Customer balance
- #369Credit control workflow
- #370Payment follow-up foundation