Creating a Payment Schedule

The “Client payments” tab in a Work Package contains tools for planning and tracking payments. Smetter automatically creates a Payment Schedule for each Work Package. To start working with it, open the “Client payments” tab.
Enter the payment terms, date, and amount of the upcoming payment.
Create a new scheduled payment
To delete a scheduled payment, click the delete button
To download the Payment Schedule and attach it to the contract, click “Export.”
  • To schedule payments for a Work Package, enter the payment terms, date, and amount of the upcoming payment in the “Payment Schedule” section (1);
  • Create a new scheduled payment by clicking “Add line” (2) and enter the required information;
  • To delete a scheduled payment, click the delete button (3). You cannot delete the only remaining payment;
  • If the total scheduled payments differs from the Work Package total, the system will notify you;
  • If the Work Package total changes, Smetter will automatically recalculate the payment amounts based on the shares you specified;
  • To download the Payment Schedule and attach it to the contract, click “Export” (4);
  • To download an invoice for a specific payment, click “Download invoice” in the scheduled payment row.
Payments received from the Client are shown in the “Payments Received” section.
To add a payment, click “Add/delete payment.”
Download a final invoice for the full remaining amount due under the Work Package.
  • To add a payment, click “Add/delete payment” (1). ou can also add payments on the Quotation tab or through the Payments module;
  • When registering a payment through the Payments module, specify its details, including the income category, Project, and Work Package. This is important for generating reports and tracking Project balances;
IMPORTANT: To ensure documents are generated correctly, assign Client payments to the “Payment from Clients” category;
  • o download a cash receipt voucher, click “Add payment,” select the required payment, and then click “Print cash receipt voucher.” You can also use the “Client payments” window on the Quotation tab;
  • You can download a final invoice for the full remaining amount due under the Work Package by clicking “Issue final invoice” (2). he final invoice amount is calculated as the difference between the current value of work performed and materials supplied under the Work Package and the total amount of Client payments for that Work Package.
Additional information:

  • The Client automatically receives access to view the Payment Schedule as soon as you invite them to collaborate on the Work Package;
  • The Client cannot make changes to the Payment Schedule;
  • The Client can download an invoice for a specific payment or the final invoice;
  • To help you track whether the Client pays on time, Smetter automatically compares scheduled and actual payments. Paid scheduled payments are marked with a checkmark in the “Payment Schedule” section.
Result:Planning future payments, tracking whether the Client pays on time, and conveniently exporting the relevant documents.
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