Staged Payment Template

Staged Payment Schedule Template

Make larger jobs easier to manage with a clear, professional staged payment schedule designed for trade and construction businesses.

This fully editable Microsoft Word template helps you break a project into agreed payment stages linked to measurable progress on site, so both you and the customer know what is due and when.

It includes sections for:

• Customer and project details
• Quotation reference
• Contract value and VAT
• Deposit or booking payment
• Stage-by-stage payment milestones
• Percentage share for each stage
• Amount due at each milestone
• Payment due dates
• Customer and contractor approval
• Worked staged-payment examples
• Guidance on choosing clear, measurable milestones
• Notes on reconciling previous payments before requesting the next stage

Ideal for larger projects such as garage conversions, extensions, renovations, garden rooms and other multi-stage work.

Simply add your project value, set the milestones and enter the amount or percentage due at each stage.

Format: Editable Microsoft Word document

Price: £5

Use: Edit, personalise and reuse for your own trade business.

Please note: This is a general business template and does not constitute legal, accounting or financial advice.