[{"data":1,"prerenderedAt":326},["ShallowReactive",2],{"navigation":3,"\u002Fdocs\u002Fpayments-guide":40,"\u002Fdocs\u002Fpayments-guide-surround":321},[4,8,12,16,20,24,28,32,36],{"title":5,"path":6,"stem":7},"Getting started","\u002Fdocs\u002Fgetting-started","1.docs\u002F1.getting-started",{"title":9,"path":10,"stem":11},"Core concepts","\u002Fdocs\u002Fcore-concepts","1.docs\u002F2.core-concepts",{"title":13,"path":14,"stem":15},"Sales & CRM guide","\u002Fdocs\u002Fsales-crm-guide","1.docs\u002F3.sales-crm-guide",{"title":17,"path":18,"stem":19},"Construction progress guide","\u002Fdocs\u002Fconstruction-progress-guide","1.docs\u002F4.construction-progress-guide",{"title":21,"path":22,"stem":23},"Payments & collections guide","\u002Fdocs\u002Fpayments-guide","1.docs\u002F5.payments-guide",{"title":25,"path":26,"stem":27},"RERA compliance guide","\u002Fdocs\u002Frera-compliance-guide","1.docs\u002F6.rera-compliance-guide",{"title":29,"path":30,"stem":31},"Reports & exports","\u002Fdocs\u002Freports-and-exports","1.docs\u002F7.reports-and-exports",{"title":33,"path":34,"stem":35},"Roles & permissions","\u002Fdocs\u002Froles-permissions","1.docs\u002F8.roles-permissions",{"title":37,"path":38,"stem":39},"Frequently asked questions","\u002Fdocs\u002Ffaq","1.docs\u002F9.faq",{"id":41,"title":21,"body":42,"description":315,"extension":316,"meta":317,"navigation":318,"path":22,"seo":319,"stem":23,"__hash__":320},"docs\u002F1.docs\u002F5.payments-guide.md",{"type":43,"value":44,"toc":306},"minimark",[45,50,59,62,131,134,148,152,164,182,186,193,201,205,223,226,230,233,251,254,258,264,293,296],[46,47,49],"h2",{"id":48},"payment-plan-templates","Payment plan templates",[51,52,53,54,58],"p",{},"Before you can collect against a booking, your organisation needs at least one ",[55,56,57],"strong",{},"payment plan\ntemplate",". These live under Settings → Payment Plans and are shared across projects.",[51,60,61],{},"A template has:",[63,64,65,73,128],"ul",{},[66,67,68,69,72],"li",{},"A ",[55,70,71],{},"plan type"," — Construction Linked (CLP), Down Payment (DPP), Time Linked (TLP), Flexi, or\nCustom — mainly for your own reference and reporting.",[66,74,75,76,79,80,83,84],{},"One or more ",[55,77,78],{},"milestones",", each with a name, a percentage of the total price, and a ",[55,81,82],{},"trigger","\nthat decides when it becomes due:\n",[63,85,86,92,98,104,110,116,122],{},[66,87,88,91],{},[55,89,90],{},"Booking"," — due as soon as the deal is booked.",[66,93,94,97],{},[55,95,96],{},"Agreement"," — due on signing the agreement for sale.",[66,99,100,103],{},[55,101,102],{},"Construction progress"," — due when a linked construction stage (for example, plinth or\nslab-casting) is reported and approved. This is what makes a plan \"construction-linked.\"",[66,105,106,109],{},[55,107,108],{},"Time-based"," — due a fixed number of days after a reference date.",[66,111,112,115],{},[55,113,114],{},"Possession"," — due at handover.",[66,117,118,121],{},[55,119,120],{},"Statutory approval"," — due when a specific approval (like the Occupancy Certificate) is\nrecorded.",[66,123,124,127],{},[55,125,126],{},"Manual"," — triggered by a team member when it's ready to be raised.",[66,129,130],{},"Milestone percentages must add up to 100%, and each milestone needs a unique code — the template\nform validates both before you can save.",[51,132,133],{},"You can mark a template as the default for a project type (Residential, Commercial,\nInfrastructure, Mixed Use), so it's pre-selected when someone generates a schedule for a matching\nproject.",[135,136,137],"blockquote",{},[51,138,139,142,143,147],{},[55,140,141],{},"Note:"," Payment plan templates are admin-configurable under Settings. If you don't see this\noption, your role may not include template management — see ",[144,145,33],"a",{"href":146},".\u002Froles-permissions",".",[46,149,151],{"id":150},"generating-a-payment-schedule-for-a-booked-unit","Generating a payment schedule for a booked unit",[51,153,154,155,159,160,163],{},"Once a ",[144,156,158],{"href":157},".\u002Fsales-crm-guide","deal is booked"," against a unit, open the deal's ",[55,161,162],{},"Payments"," tab to turn\na template into an actual schedule for that buyer.",[165,166,167,173,176,179],"ol",{},[66,168,169,170,147],{},"From the deal's Payments tab, choose ",[55,171,172],{},"Generate schedule",[66,174,175],{},"Pick a payment plan template. The picker shows how many milestones each template has.",[66,177,178],{},"Review the tax and fees breakdown (GST and any applicable statutory dues) that will apply on top\nof the base price, and confirm the GST collection approach for this deal.",[66,180,181],{},"Confirm to generate the schedule. Each milestone from the template becomes a line item on this\ndeal, with its own amount, trigger, and due date once triggered.",[183,184],"screenshot",{"id":185},"payment-plan",[51,187,188,189,192],{},"If a schedule already exists, you can ",[55,190,191],{},"replace"," it with a different template — Construvex shows\nyou how existing receipts will be reallocated across the new milestones before you confirm.",[135,194,195],{},[51,196,197,200],{},[55,198,199],{},"Tip:"," Percentages are fixed on the template, but the rupee amount on each milestone is\ncalculated from the deal's actual price, so the same template works across units at different\nprice points.",[46,202,204],{"id":203},"how-due-dates-are-driven-by-construction-milestones","How due dates are driven by construction milestones",[51,206,207,208,210,211,214,215,218,219,222],{},"For milestones with a ",[55,209,102],{}," trigger, the due date isn't set manually — it\nfollows what's actually happening on site. When the linked construction stage is reported and\napproved (see the ",[144,212,17],{"href":213},".\u002Fconstruction-progress-guide","), the milestone\nflips from ",[55,216,217],{},"pending"," to ",[55,220,221],{},"due",", and a due date is set from that point. This keeps collections\ntied to real progress instead of a fixed calendar, which is the point of a construction-linked\nplan.",[51,224,225],{},"Milestones tied to booking, agreement, possession, or a statutory approval work the same way —\nthey sit as pending until their triggering event happens, then become due.",[46,227,229],{"id":228},"recording-receipts","Recording receipts",[51,231,232],{},"When money comes in against a due milestone, record it as a receipt from the deal's Payments tab:",[165,234,235,242,245,248],{},[66,236,237,238,241],{},"Choose ",[55,239,240],{},"Record payment",". The amount defaults to what's currently outstanding, with quick-fill\nbuttons for 25%, 50%, 75%, or the full outstanding amount.",[66,243,244],{},"Select how it was received — cash, bank transfer, cheque, online transfer, or TDS (tax deducted\nat source) — and fill in the reference number, bank name, or cheque number as relevant.",[66,246,247],{},"Optionally attach a proof of payment (bank slip, screenshot, or similar) and add a note.",[66,249,250],{},"Save. The receipt gets its own receipt number and appears on the deal's payment history.",[51,252,253],{},"A recorded receipt can be edited later, and its status can be changed (for example, marked\nverified, refunded, or cancelled) by team members with the right permissions. Editing a receipt\nthat's already verified asks for a reason, which is kept on the deal's activity timeline for an\naudit trail.",[46,255,257],{"id":256},"tracking-collected-vs-due","Tracking collected vs due",[51,259,260,261,263],{},"The ",[55,262,162],{}," section (available at organisation, project, and customer level) gives you a\nrunning view of collections:",[63,265,266,269,287],{},[66,267,268],{},"A summary of total demand, amount collected, and outstanding amount.",[66,270,68,271,274,275,278,279,282,283,286],{},[55,272,273],{},"Demand"," tab listing schedule items that are due, with filters for ",[55,276,277],{},"Overdue",", ",[55,280,281],{},"Due this\nweek",", and ",[55,284,285],{},"All"," — each row links straight to the deal.",[66,288,68,289,292],{},[55,290,291],{},"Collected"," tab listing recent receipts as they come in.",[51,294,295],{},"On an individual deal, the payment summary shows a progress bar for that unit's collection status\n— on track, overdue, or fully paid — along with counts of paid vs pending milestones, so you can\ntell at a glance whether a buyer is current.",[135,297,298],{},[51,299,300,302,303,305],{},[55,301,199],{}," Because overdue items are flagged automatically from due dates, your collections team\ncan work the ",[55,304,277],{}," filter directly instead of chasing every deal manually.",{"title":307,"searchDepth":308,"depth":308,"links":309},"",2,[310,311,312,313,314],{"id":48,"depth":308,"text":49},{"id":150,"depth":308,"text":151},{"id":203,"depth":308,"text":204},{"id":228,"depth":308,"text":229},{"id":256,"depth":308,"text":257},"Set up payment plans, generate a collection schedule when a unit is booked, and track what's been received against what's due.","md",{},true,{"title":21,"description":315},"HhwJxJr3oKl-us2R_Xnyi4AkJdHy3C7f9v56nN3mzzo",[322,324],{"title":17,"path":18,"stem":19,"description":323,"children":-1},"Track real construction work — from setting up activities to seeing roll-up percentages at every level of the Project → Phase → Building → Unit hierarchy.",{"title":25,"path":26,"stem":27,"description":325,"children":-1},"Set up your organization's RERA categories, generate quarterly progress reports, and track both statutory approvals (OC, CC, and similar certificates) and progress approvals (site updates reviewed before they count) — all from one place.",1784127113511]