Staged Payments Module
Flexible Payment Scheduling. Automated Invoicing. Less Admin.
Ideal for companies with:
Sage 200 Professional users who manage large or phased sales agreements
Project-based businesses requiring milestone billing
Service providers offering payment plans or deposits
Finance teams looking to reduce manual processing and errors
Simplify complex sales with Staged Payments for Sage 200 Professional
Staged Payments enables businesses to manage sales orders with flexible, staged payment schedules
Say goodbye to tedious manual entry and admin. Whether you’re invoicing in phases, collecting deposits, or managing final balances, this module streamlines the entire process, saving you time and effort.
This product integrates and sits seamlessly within Sage 200. Built by our expert team, the Staged Payments Module is quick and easy to deploy and has a massively reduced entry price point compared to what you would invest in a bespoke integration. This provides an immediate and tangible return on investment for our clients.
Key Software Features:
- Seamless integration with Sage 200 Sales Order Processing
- Create custom Staged Payment Types (fixed value, percentage, or final balance)
- Automate the creation of multiple staged orders to invoice at each stage
- Instantly generate invoices per stage and record payments
- Save time and reduce errors with automated processing
- View and manage the full sales schedule with clear visibility
- Set Due Dates to be the same as Invoice Dates
- Single view enquiry screen for Staged Payments Orders and associated invoices
Contact us today to find out how Staged Payments Module can benefit your business!
General Enquiries
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How Staged Payments works for you
Set up payment types
Start by creating your own Staged Payment Types to calculate staged payment values
Add lines against orders
Enter Staged Payment Line types against Sage 200 Full Sales Orders
Track relationships between payments
Visibility of Staged Payment relationships for overall Sales Schedule
Through to invoice
Ability to process Staged Payments straight to invoice
Staged Payments for Sage 200
The smart way to handle complex sales agreements with ease and accuracy
If you are currently using Sage 200 and need to collect payments in stages, you are no stranger to tedious administration work and multiple moving parts when it comes to invoicing payments.
But, with our Staged Payments Module for Sage 200 Professional, you can break down a main sales order into multiple staged payment orders with lines and orders automatically linked; as well as automating payment and immediate invoice processing.
No business is the same, and neither are their financial processes. That is why the Staged Payments Module has the functionality to create different ‘Staged Payment Types’, aiding users to calculate Staged Payment amounts, based on the Main Sales Order value.
Options are available to enter a specific value, calculate based on a ‘Percentage of Total Order’ or calculate ‘Final Balance’ remaining.
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What our clients have to say...
Blue Diamond STL has partnered with [PKF] Smith Cooper for a number of years and has always received a top level of service and support. [PKF] Smith Cooper has provided a wealth of knowledge and understanding when supporting the wide range of Sage products and add-ons that we use. I would certainly recommend [PKF] Smith Cooper to any other business as a number one Sage partner.
Rod Paterson
IT Manager at Blue Diamond STL
[PKF] Smith Cooper was amazing at ensuring that we had as many consultations as we needed to ensure the package was right for our business and our workforce.
Rachel Coates
Retail Operations Manager at Dicksons
PKF Smith Cooper Systems consistently impress with their technical expertise and professional approach. Whether we bring them a new idea or a complex challenge, they deliver innovative, reliable solutions – and always with outstanding support throughout implementation.
Michael Dixon
at Entrepreneurs Forum