Yes. The payment plan on a contract can be exported to Excel, for example to send it to the subcontractor. Open the contract, go to the Payment plan tab and export the plan.
How to do it
Go to Purchasing and open the contract.
Select the Payment plan tab. It sits next to General, Estimate, Invoice, Files and Supplier.
If the contract has no plan yet, click Add and enter the instalments, for example On-account 1, 2 and 3, with period, production value and withheld amount. Save.
Click Export to download the plan as an Excel file.
Send the file to the subcontractor.
Good to know
Invoice amounts and posted amounts are tracked against the plan, and you see the contract value and remaining amount.
The payment plan is also used in the liquidity view, so the contract is spread correctly over time instead of sitting as a single sum.
You'll find all payment plans on the project together under the Payment plans tab in Purchasing.