Reading payment stages

The payment schedule shows staged amounts for the project, including deposit, progress and final claim items when those stages are present. Each stage has a label, percentage, amount and status.

Due

The next stage is ready to issue.

Issued

An invoice has been created for the stage.

Paid

The stage has been reconciled as paid.

Pending

The stage is waiting behind an earlier unpaid stage.

Issuing a progress claim

1. Open the project and go to Financials.
2. Review the next due schedule item.
3. Add a due date when required.
4. Issue the claim to create the linked invoice.
5. Review the invoice and payment status after payment is recorded.

Keeping schedule and invoices aligned

Payments recorded against project invoices can update the schedule status. When a stage is paid, Fencify reconciles the related invoice and schedule item so the remaining project balance stays clear.