Stage Payment Schedules: Recommended Milestones by Job Type and Legal Framework
Quick Answer: A stage payment schedule splits a job's price into milestone payments tied to defined points of progress (deposit → first fix → second fix → completion → retention release), protecting your cash flow without front-loading risk onto the customer. For domestic work the schedule is a contractual term you agree in writing before starting; for construction contracts the Housing Grants, Construction and Regeneration Act 1996 (as amended by the Local Democracy, Economic Development and Construction Act 2009) gives a statutory right to interim/stage payments and a payment-notice regime on most "construction operations" over 45 days. Always put the schedule in the written contract, link each stage to objective completion criteria, and never let your work-done outrun your payments-received.
Summary
Cash flow kills more trade businesses than lack of work. A tradesperson who completes a £20,000 job and only invoices at the end has funded £20,000 of labour and materials out of their own pocket for weeks — and carries the full risk if the customer can't or won't pay at the end. Stage payments solve this by matching money in to work done, so you're never more than one stage "out of pocket". They also protect the customer, who only pays for progress they can see rather than handing over a lump sum up front.
The art of a good schedule is choosing milestones that are objective, visible, and roughly cash-neutral — points where the customer can verify what they're paying for, and where the value of work done plus materials on site is at least covered by payments received to date. A vague schedule ("50% to start") invites disputes; a precise one ("£X on completion of first-fix plumbing and electrics, inspected") doesn't.
This guide gives recommended schedules by job type (small jobs, kitchens/bathrooms, extensions, full refurbishments), explains the legal framework — the Construction Act payment rights, deposit protection, and consumer law — and shows how to write a schedule that holds up if a dispute reaches adjudication or the small claims court. For deposits specifically see deposit requests; for the end-of-job money see retention payment guide.
Key Facts
- Stage/interim payment — a payment due at a defined point of progress, not just at the end
- Construction Act — the Housing Grants, Construction and Regeneration Act 1996 (HGCRA), amended by the LDEDC Act 2009, gives a right to stage payments and a payment-notice regime for "construction operations" lasting more than 45 days
- Residential occupier exemption — a contract with a residential occupier (homeowner having work on their own home) is exempt from the Construction Act's payment provisions, but the parties can (and should) still agree a payment schedule in the contract
- Payment notice / "pay less" notice — under the Act, the payer must serve notices to withhold payment; absent a valid notice, the notified/applied sum becomes due
- Deposit — typically 10-30%; should cover initial materials/mobilisation, not pure profit; protect via written terms
- Retention — a small percentage (commonly ~2.5-5%) held back at completion and released after a defects/snagging period; see retention payment guide
- Front-loading — structuring stages so early payments exceed work done; protects the trade but unfair to the customer and disputable
- Objective milestones — each stage tied to a verifiable event (first fix complete, watertight, plastered), not a date or a vague %
- Written contract — the schedule must be in the agreed written terms before work starts (consumer contract law, contracts)
- Consumer Rights Act 2015 — work must be done with reasonable care and skill; a customer can withhold payment for defective work, so milestones should reflect satisfactory completion of each stage
- Late payment — the Late Payment of Commercial Debts (Interest) Act 1998 applies to B2B (e.g. subcontracts); consumer late payment is governed by the contract terms and county court interest
- VAT on stage payments — a VAT-registered trader accounts for VAT at the tax point of each stage payment/invoice
Quick Reference Table
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Try squote free →| Job Type | Typical Stage Schedule |
|---|---|
| Small job (1-3 days, < £2k) | Often nil deposit; payment on completion. Materials deposit if bespoke |
| Medium job (£2k-£10k) | 20-30% deposit (materials) → balance on completion (or 50/50) |
| Bathroom / kitchen (£8k-£25k) | Deposit (materials) → first fix → units/suite fitted → completion → small retention |
| Single-storey extension (£40k-£90k) | Deposit → DPC/slab → walls to plate → roof watertight → first fix → plaster → second fix → completion → retention |
| Full refurbishment | Deposit → strip-out → first fix → plaster → second fix → decoration → completion → retention |
| Long contract (>45 days, non-residential) | Monthly interim payments under Construction Act payment regime |
Detailed Guidance
Why Stage Payments — and Why Not Front-Load
The purpose of a stage schedule is to keep money-in roughly level with work-done-plus-materials-on-site, so neither party carries excessive risk:
- For you: you're never funding more than one stage of unpaid labour and materials. If the customer defaults, you down tools at the next missed stage having lost at most one stage's value.
- For the customer: they pay for visible progress, not promises, and they retain leverage to ensure the job finishes (you still have money to come).
The temptation is to front-load — take a big deposit and structure early stages to exceed the work actually done. Resist it. Front-loading destroys the customer's protection, is a red flag that worries good customers, and is hard to defend if challenged. The honest principle is that at any point, the payments received should roughly equal the value of completed work plus unfixed materials on site — never far ahead of it.
Recommended Milestones by Job Type
Small jobs (1-3 days): usually no deposit; invoice on completion. Take a materials deposit only where you're buying bespoke or non-returnable items (made-to-measure, special order) so you're not out of pocket if the customer cancels.
Medium jobs (£2k-£10k): a deposit of 20-30% to cover materials and mobilisation, balance on completion. For jobs at the upper end, a midpoint stage ("50% on completion of [defined point]") smooths cash flow.
Bathrooms and kitchens (£8k-£25k): the natural milestones follow the trade sequence:
- Deposit (covers the suite/units order — often the biggest single material cost)
- First fix complete (plumbing/electrics roughed in, walls/floor prepared) — inspected
- Units/suite installed and tiling done
- Completion (commissioned, working, snagged)
- Optional small retention released after a short defects period
Single-storey extension (£40k-£90k): the classic milestone roof:
- Deposit (mobilisation, initial materials)
- Foundations / DPC / slab complete (Building Control inspected)
- Brickwork up to wall-plate / blockwork complete
- Roof on and watertight (a major, visible, de-risking milestone)
- First fix (electrics, plumbing, carpentry) complete
- Plastered
- Second fix complete
- Practical completion (everything finished, customer walkthrough/snag)
- Retention released after defects period (e.g. 1-6 months)
Full refurbishment: strip-out → first fix → plaster → second fix → decoration → completion → retention.
For larger jobs, tie milestones to Building Control inspection stages where relevant (foundations, DPC, drains, structure) — these are objective, third-party-verified points that both parties trust.
Writing Milestones That Don't Cause Disputes
A schedule fails when stages are vague or tied to dates rather than progress. Each stage should be:
- Objective and verifiable — "on completion of first-fix electrics and plumbing" not "halfway through". The customer can see and confirm it.
- Tied to satisfactory completion — not just "done" but "done correctly". Under the Consumer Rights Act 2015 the customer can withhold for defective work, so define the stage as satisfactorily completed.
- Costed in advance — the contract states the £ amount (or %) for each stage, the total, and what's included.
- Time-bounded for payment — state the payment terms ("payable within 7 days of stage completion") and what happens if late.
- Linked to a simple sign-off — a quick stage sign-off (even a photo and a text confirmation) creates a record that the stage was reached and accepted.
Put the whole schedule in the written contract the customer agrees before work starts. A schedule sprung mid-job, or only verbally agreed, is weak if it comes to a dispute. See contracts and written contract guide.
The Legal Framework
The Construction Act (HGCRA 1996, as amended 2009): for most "construction operations", a contract longer than 45 days must provide for stage/interim payments, and the Act imposes a payment-notice regime: the payer must issue a payment notice stating what's due, and a valid "pay less notice" if they intend to pay less — fail to serve notices and the applied/notified sum becomes the notified sum that must be paid (the basis of "smash and grab" adjudications). The Act also gives a right to adjudication to resolve disputes quickly and a right to suspend for non-payment.
The residential occupier exemption: a contract with a residential occupier — a homeowner having construction work done on their own home to live in — is excluded from the Act's payment and adjudication provisions (HGCRA s.106). This means most domestic jobs are not automatically covered, so your contractual payment schedule is what governs. You don't get the statutory notice regime or adjudication by default — making a clear written schedule even more important. (Some standard domestic contracts voluntarily incorporate adjudication/payment terms.)
Consumer law: the Consumer Rights Act 2015 requires services to be performed with reasonable care and skill, within a reasonable time, and for a reasonable price if not agreed. A customer can lawfully withhold payment for work not done to that standard — which is exactly why stage payments should be tied to satisfactory completion of defined work. Distance/off-premises contracts also carry cancellation rights (consumer rights).
Late payment and recovery: between businesses (e.g. you as a subcontractor), the Late Payment of Commercial Debts (Interest) Act 1998 gives statutory interest and compensation. For consumer customers, recovery is via the contract terms and, if necessary, the county court (small claims for sums under £10,000). See payment chasing and getting paid.
Deposits and Retention Within the Schedule
The deposit is the first stage payment and should be sized to cover what you'd lose if the customer pulled out before you started — primarily non-returnable materials and mobilisation. 10-30% is normal; a deposit much larger than your at-risk costs is hard to justify and worries customers. Where you buy a large bespoke item (kitchen units, a special-order suite), it's reasonable for the deposit to cover that specific order. See deposit requests.
Retention is the mirror image at the end: a small percentage (commonly 2.5-5%) the customer holds back at practical completion and releases after a defects/snagging period, giving them comfort that you'll return to fix any snags. On domestic work retention is optional and negotiable; on larger jobs it's common. Make the release trigger and timescale explicit so the final payment doesn't drift. See retention payment guide.
Frequently Asked Questions
How much deposit should I ask for?
Typically 10-30%, sized to cover your at-risk costs if the customer cancels before work starts — mainly non-returnable/bespoke materials and mobilisation, not pure profit. For jobs with a large special-order item (kitchen, bathroom suite), it's reasonable for the deposit to cover that order. Asking for a deposit far larger than your at-risk costs is hard to justify and tends to put good customers off.
Are stage payments a legal right?
For most "construction operations" lasting more than 45 days, yes — the Construction Act (HGCRA 1996, amended 2009) gives a statutory right to stage payments and a payment-notice regime. BUT contracts with a residential occupier (a homeowner having work on their own home) are exempt from those provisions, so on most domestic jobs your contractual schedule is what governs. Always agree the schedule in writing before starting.
What happens if a customer won't pay a stage payment?
First, check you served any required notice/invoice and that the stage was satisfactorily completed (the customer can withhold for defective work under the Consumer Rights Act 2015). If the work is sound and payment is genuinely overdue, you can suspend further work (the contract should reserve this right) and pursue the debt — via the contract terms and, if needed, the county court small claims track for sums under £10,000. Keep your stage sign-offs and records; they're your evidence. See payment chasing.
Should I tie stages to dates or to progress?
Always to progress, never to dates. A date-based stage ("£X on 1 June") becomes due even if the job is delayed by weather, the customer's decisions, or supply issues — and is unfair and disputable. A progress-based stage ("£X on completion of first fix") is objective: the customer can verify it and only pays for work actually done. Tie milestones to visible, verifiable events, ideally Building Control inspection points on larger jobs.
Can I charge VAT on each stage payment?
Yes, if you're VAT-registered. Each stage payment (or the invoice/request for it) creates a tax point, and you account for VAT on that payment in the relevant period. State clearly in the contract whether stage figures are inclusive or exclusive of VAT to avoid disputes. See vat for trades.
Regulations & Standards
Housing Grants, Construction and Regeneration Act 1996 (HGCRA) — stage payment and adjudication rights for construction operations
Local Democracy, Economic Development and Construction Act 2009 — amended HGCRA payment-notice regime ("pay less" notices)
Scheme for Construction Contracts (England and Wales) Regulations 1998 (as amended) — default payment/adjudication terms where the contract is silent
HGCRA s.106 — residential occupier exemption from payment/adjudication provisions
Consumer Rights Act 2015 — reasonable care and skill; right to withhold for defective service
Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 — cancellation rights for off-premises/distance contracts
Late Payment of Commercial Debts (Interest) Act 1998 — statutory interest for B2B late payment
JCT / FMB domestic building contracts — standard form contracts with stage payment provisions
GOV.UK — Housing Grants, Construction and Regeneration Act 1996 — payment and adjudication rights
GOV.UK — Consumer Rights Act 2015 — services standard
FMB — Building contracts for homeowners — standard domestic contract templates
Citizens Advice — Problems with builders — consumer payment rights
GOV.UK — Make a court claim for money — small claims recovery
deposit requests — sizing and protecting the deposit
retention payment guide — holding and releasing end-of-job retention
getting paid — invoicing and payment discipline
payment chasing — chasing overdue payments
contracts — putting the schedule into a written contract