Builder stage payment schedule
Connect each proposed stage payment to a measurable milestone, evidence, assessment and actual receipt.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Agree objective completion evidence and payment terms before work starts. Record whether a stage is complete rather than paying solely because its forecast date has arrived.
Builder stage payment schedule
Agree objective completion evidence and payment terms before work starts. Record whether a stage is complete rather than paying solely because its forecast date has arrived.
Free blank template for your own project. The completed example is shown below. No email address required.
View the completed example
Completed fictional example
Westhaven refurbishment · 14 October 2026 · Version 1.0
Builder stage payment schedule
Scroll across if needed to read the whole record. A dash means no value has been entered.
| Stage / trigger | Stage amount (£) | Assessed (£) | Paid (£) | Assessed balance (£) | Evidence / date | Status |
|---|---|---|---|---|---|---|
| Foundations complete | £15,000.00 | £15,000.00 | £15,000.00 | £0.00 | Inspection record F-01; 30 Sep | Complete and paid |
| Structure watertight | £25,000.00 | £20,000.00 | £10,000.00 | £10,000.00 | Inspection S-01; roof detail outstanding | Part assessed; clarify remaining scope |
| Practical completion | £10,000.00 | – | £0.00 | – | Completion evidence not yet available | Not yet assessed |
Example amounts exclude VAT. A stage amount is not automatically payable in full where the agreed trigger has not occurred. Apply the actual contract payment process.
Understanding your results
Example amounts exclude VAT. A stage amount is not automatically payable in full where the agreed trigger has not occurred. Apply the actual contract payment process.
How it works
The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed example stays on this page.
Read the related guidance for the context and checks behind this template.
If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.