{"product_id":"betalningsplan-faktureringsplan-entreprenad-2026-2027-word-pdf-excel","title":"Payment Plan \u0026 Invoicing Schedule Construction 2026\/2027 – Installments, Approval \u0026 Excel | Word\/PDF\/Excel","description":"\u003csection lang=\"en\" class=\"mb-product-copy\" style=\"color:#17364a;line-height:1.72\"\u003e\n\u003ch2\u003ePayment Plan and Invoicing Schedule for Construction Contracts 2026\/2027 – Word, PDF, and Excel\u003c\/h2\u003e\n\n\u003cp\u003eDo you need a clear \u003cstrong\u003epayment plan for construction contracts\u003c\/strong\u003e including installment payments, invoicing milestones, approval\/sign-off, and tracking of actual payments? This professionally designed template package helps contractors, clients, project managers, site managers, and financial officers document \u003cstrong\u003eplanned installment payments, issued invoices, approved changes, and paid amounts\u003c\/strong\u003e in a coherent workflow.\u003c\/p\u003e\n\n\u003cp\u003eYou receive \u003cstrong\u003e15 downloadable files: 7 DOCX (Word), 7 searchable PDF, and 1 XLSX (Excel) with nine tabs and a dashboard\u003c\/strong\u003e. The package includes five main Swedish templates, one Swedish user guide, and a separate English User Guide. A one-time purchase with digital ZIP delivery – no physical shipping or subscription.\u003c\/p\u003e\n\n\u003cnav aria-label=\"Product page content\" style=\"padding:13px 16px;margin:18px 0;background:#eef6f6;border-radius:11px\"\u003e\u003cstrong\u003eGo directly to:\u003c\/strong\u003e \u003ca href=\"#mb-innehall\"\u003ePackage contents\u003c\/a\u003e · \u003ca href=\"#mb-filfor\"\u003eWhat the files contain\u003c\/a\u003e · \u003ca href=\"#mb-excel\"\u003eExcel dashboard\u003c\/a\u003e · \u003ca href=\"#mb-steg\"\u003eHow to use the templates\u003c\/a\u003e · \u003ca href=\"#mb-juridik\"\u003eTerms and VAT\u003c\/a\u003e · \u003ca href=\"#mb-faq\"\u003eFAQ\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"padding:17px 19px;margin:18px 0;background:#e9f4ef;border:1px solid #d1e3db;border-left:5px solid #207e80;border-radius:12px\"\u003e\n\n\u003cstrong\u003eLegal and tax source review: October 14, 2026.\u003c\/strong\u003e\u003cp style=\"margin:8px 0 0\"\u003eThe template has a Swedish context and assumes that every payment and invoicing right must be verified against \u003cstrong\u003ethe actual contract\u003c\/strong\u003e. AB 04 and ABT 06 are standard agreements that only apply if incorporated. The Swedish Tax Agency states that \u003cstrong\u003ereverse charge VAT\u003c\/strong\u003e may apply to certain construction services and certain buyers in the construction sector. When these rules apply, the buyer's VAT number and the text “Reverse charge” must be stated on the actual invoice. The conditions must be assessed for each transaction.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-innehall\" style=\"padding:21px;margin:21px 0;background:#e9f4f4;border:1px solid #cddfe3;border-radius:14px\"\u003e\n\n\u003ch2 style=\"margin:0 0 11px;font-size:1.32rem\"\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp style=\"margin:0 0 12px\"\u003e\u003cstrong\u003e15 purchase files in one ZIP – eight separate work documents and tools:\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 Word (DOCX)\u003c\/strong\u003e – five main Swedish templates, one Swedish user guide, and one English User Guide.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 searchable A4-PDF\u003c\/strong\u003e – corresponding documents for reference, printing, and archiving.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e1 Excel (XLSX)\u003c\/strong\u003e – nine tabs with pre-filled headers, data validation, formulas, and ten KPIs.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp style=\"margin:0\"\u003e\u003cstrong\u003eLanguage:\u003c\/strong\u003e Swedish main templates and a separate English guide – no English invoices or main contracts. \u003cstrong\u003eVersion:\u003c\/strong\u003e 1.0, 2026\/2027. \u003cstrong\u003eDelivery:\u003c\/strong\u003e Digital ZIP file.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-filfor\" style=\"padding:21px;margin:22px 0;background:#fff;border:1px solid #d3e2e6;border-radius:14px\"\u003e\n\n\u003ch2 style=\"margin:0 0 13px;font-size:1.32rem\"\u003e02. What the files contain – file by file\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"width:100%;border-collapse:collapse;font-size:.95em\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#17364a;color:#fff\"\u003e\n\n\u003cth style=\"padding:12px 10px;text-align:left\"\u003eFile\u003c\/th\u003e\n\n\u003cth style=\"padding:12px 10px;text-align:left\"\u003eWhat you can document\u003c\/th\u003e\n\n\u003cth style=\"padding:12px 10px;text-align:left\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e01. Payment plan – contract appendix\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003eAgreed installment payments with performance conditions, milestones, amounts excluding VAT, authorized representatives, and documented decisions.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e02. Invoicing schedule \u0026amp; invoice basis\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003ePlan item ID, verified performance, invoice references, invoice amounts, due dates, and separate VAT assessment.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e03. Performance reconciliation \u0026amp; approval\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003eChecking of actual completed work, minutes, proof of delivery, punch list items, approval, and authorized decision reference.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e04. Change order (ÄTA) \u0026amp; price adjustment appendix\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003eContractual basis for changes, price adjustments, expressly approved amounts, cost reservations, and checks against double billing.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e05. Final settlement \u0026amp; payment reconciliation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003eContract sum, approved changes, issued invoices, credit notes, received payments, and open disputes.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e06. Swedish User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003eNine steps from contract conditions to invoice checking, payment, change orders, and final reconciliation, plus legal sources.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e07. English User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003eEnglish guide to the main Swedish templates, contract authorization, invoice ID, payment reconciliation, and reverse charge VAT.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003e\u003cstrong\u003e08. Excel – payment plan and dashboard\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 11px;border-bottom:1px solid #d8e6e9;vertical-align:top\"\u003eNine tabs: Overview, Payment Plan, Invoices, Payments, Milestones, Change Orders, Retentions, Deviations, and Read Me.\u003c\/td\u003e\n\n\u003ctd style=\"padding:12px 10px;border-bottom:1px solid #d8e6e9;vertical-align:top;white-space:nowrap\"\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003cp style=\"margin:11px 0 0\"\u003e\u003cstrong\u003eNumber of files:\u003c\/strong\u003e Documents 01–07 come in Word and PDF (14 files), document 08 in Excel (1 file). Total of \u003cstrong\u003e15 files\u003c\/strong\u003e. No fictitious invoices, payments, or approvals are pre-filled.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-excel\" style=\"padding:21px;margin:21px 0;background:#f0f7f8;border:1px solid #d3e5e7;border-radius:13px\"\u003e\n\n\u003ch2 style=\"margin:0 0 12px;font-size:1.32rem\"\u003e03. Excel with dashboard – nine tabs\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eOverview · Payment Plan · Invoices · Payments · Milestones · Change Orders · Retentions · Deviations · Read Me.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003eRegister \u003cstrong\u003epayment item IDs\u003c\/strong\u003e, agreed performance, and amounts in the payment plan. Then fill in actual \u003cstrong\u003einvoice IDs, invoice dates, due dates, and issued amounts\u003c\/strong\u003e. Booked\/received payments are recorded separately in the Payments tab and linked to invoices via invoice ID.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eAutomatic calculations:\u003c\/strong\u003e paid amount per invoice, remaining invoice amount, and open\/overdue status for invoices. The overview contains ten KPIs, including planned, invoiced, paid, unpaid, overdue, approved change order items, and agreed retentions. In the Change Orders tab, only amounts with the explicit status \u003cstrong\u003e“Approved according to contract”\u003c\/strong\u003e are summarized. Empty registers show 0.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eImportant amount principle:\u003c\/strong\u003e the workbook’s comparable amount columns are intended for \u003cstrong\u003eSEK excluding VAT\u003c\/strong\u003e. If an actual bank payment includes VAT, it needs to be correctly normalized to the invoice's ex-VAT amount before being included in the comparisons. Excel is a register – not an accounting or invoicing system.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"mb-steg\"\u003eHow to use the payment plan – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck the contract.\u003c\/strong\u003e Determine the contract sum, payment model, agreed milestones, due date terms, authorized signatory, and applicable contract appendices.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCreate payment plan.\u003c\/strong\u003e Use file 01 for installment payments, performance conditions, and correct party decisions before the plan is used as a contract appendix.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePrepare every invoice.\u003c\/strong\u003e Use file 02 to link the invoicing item to the correct plan item and basis; ensure that work according to the contract is eligible for invoicing.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eVerify performance.\u003c\/strong\u003e Use file 03 for control documentation, proof of delivery, punch list items, and authorized approval. A note about completed work is not automatically an invoice payment.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eHandle change orders (ÄTA) and price adjustments separately.\u003c\/strong\u003e Use file 04 and link the amount to the explicit contract decision. Avoid double billing.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRecord invoices and payments.\u003c\/strong\u003e Fill in unique invoice IDs in Excel and match received payments. Check credit notes, VAT, disputes, and reminders in the accounting system.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePerform final reconciliation.\u003c\/strong\u003e Use file 05 for checking contracts, invoices, payments, agreed securities\/retentions, and open issues. A calculation result does not mean that final settlement has been agreed.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"mb-juridik\"\u003eAB 04, ABT 06, and reverse charge VAT in the construction sector\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eThe payment plan is governed by the terms actually agreed upon by the parties.\u003c\/strong\u003e AB 04\/ABT 06 are contractual terms and do not apply automatically. Check the wording of the contract, administrative regulations, any changes, approval mandates, invoicing basis, and security conditions. A Word template or a new status in Excel does not independently change the payment obligation or the contract sum.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eSwedish Tax Agency:\u003c\/strong\u003e Reverse charge VAT for construction services may apply when a seller provides a covered construction service to a buyer who meets the rules. It does not apply to all consulting, project management, or equipment rental services, nor automatically to all customers. Under reverse charge, the seller should not charge output VAT on the invoice, but must include the buyer's VAT registration number and the text “Reverse charge”. \u003cstrong\u003eVAT must be assessed before each actual invoice is issued.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cdiv style=\"padding:17px 19px;margin:20px 0;background:#fff5e7;border:1px solid #eadac3;border-left:5px solid #b67b37;border-radius:12px\"\u003e\n\n\u003cstrong\u003eImportant limitations\u003c\/strong\u003e\u003cp style=\"margin:8px 0 0\"\u003eThe product is a general template package for \u003cstrong\u003eadministrative project and financial coordination\u003c\/strong\u003e. It does not contain a completed tax assessment, a complete accounting invoice, an automated debt collection or invoicing system, legally binding approvals, guaranteed payment claims, or copies of copyright-protected BKK contract terms. The buyer must fill in relevant project details and check relevant rules themselves or with expert assistance.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eRelated document templates\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/mangdforteckning-mangdreglering-2026-2027-word-pdf-excel\"\u003eBill of Quantities \u0026amp; Quantity Regulation 2026\/2027\u003c\/a\u003e – separate measured quantities, unit prices, and financial reconciliation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/ata-blankett-register-2026-2027-word-pdf-excel\"\u003eChange Order (ÄTA) Form \u0026amp; Register 2026\/2027\u003c\/a\u003e – documentation of additions and alterations.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/byggtidplan-produktionsplanering-2026-2027-word-pdf-excel\"\u003eConstruction Schedule \u0026amp; Production Planning 2026\/2027\u003c\/a\u003e – milestones, phases, and work planning.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/hinderanmalan-tidsforlangning-entreprenad-2026-2027-word-pdf-excel\"\u003eNotice of Obstruction \u0026amp; Time Extension 2026\/2027\u003c\/a\u003e – document time-related claims separately from invoicing.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"mb-faq\"\u003eFrequently asked questions about the construction payment plan\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is a payment plan for construction?\u003c\/h3\u003e\n\n\u003cp\u003eIt is a document that specifies agreed payment items, times, or performances that trigger payment, and the amounts for each item. Validity and effect are determined by the contract.\u003c\/p\u003e\n\n\u003ch3\u003eDoes it include an invoicing schedule and approval?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Separate Word and PDF templates are included for invoice basis and performance reconciliation with authorization and approval boxes.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel calculate outstanding and overdue amounts?\u003c\/h3\u003e\n\n\u003cp\u003eYes, for recorded issued invoices with unique invoice IDs, correctly stated amounts excluding VAT, and related payments. The result is administrative support, not a bank or accounting receipt.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel calculate VAT and create invoices?\u003c\/h3\u003e\n\n\u003cp\u003eNo. VAT treatment is indicated as a category after manual assessment. Actual invoices need to be issued in a separate system that meets accounting and invoicing requirements.\u003c\/p\u003e\n\n\u003ch3\u003eDoes reverse charge VAT apply to all construction contracts?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Both the nature of the service and the buyer's circumstances are decisive. Check current Swedish Tax Agency rules and invoice formalities in each individual case.\u003c\/p\u003e\n\n\u003ch3\u003eCan the payment plan be used without signing the contract?\u003c\/h3\u003e\n\n\u003cp\u003eAs a work draft – yes. But if it is to become a binding contract appendix, the parties' agreements and authorization requirements must be met.\u003c\/p\u003e\n\n\u003ch3\u003eAre the main templates available in English?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Five main templates are in Swedish and the package includes a separate English User Guide.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.skatteverket.se\/foretag\/moms\/sarskildamomsregler\/byggverksamhet\/omvandskattskyldighetinombyggsektorn.4.47eb30f51122b1aaad28000545.html\" target=\"_blank\" rel=\"noopener\"\u003eSwedish Tax Agency – Reverse charge VAT in the construction sector\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.skatteverket.se\/foretag\/moms\/sarskildamomsregler\/byggverksamhet\/omvandbetalningsskyldighetinombyggsektorn\/avdragsrattfaktureringochredovisning.4.19b9f599116a9e8ef36800022270.html\" target=\"_blank\" rel=\"noopener\"\u003eSwedish Tax Agency – Right of deduction, invoicing, and reporting\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.skatteverket.se\/foretag\/moms\/sarskildamomsregler\/byggverksamhet\/omvandskattskyldighetinombyggsektorn\/tjanstersomomfattasavomvandskattskyldighet.4.19b9f599116a9e8ef36800022231.html\" target=\"_blank\" rel=\"noopener\"\u003eSwedish Tax Agency – Services covered\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/foreningenbkk.se\/\" target=\"_blank\" rel=\"noopener\"\u003eFöreningen BKK – Standard agreements AB 04\/ABT 06\u003c\/a\u003e.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003eEdition 1.0 · Source review 2026-10-14 · Svenska Dokumentmallar, Mallbutiken.se · Self-produced general materials – not individual legal or financial advice.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55752484061526,"sku":"BETPLAN-ENTR-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/betalningsplan-2027-hero.png?v=1791997475","url":"https:\/\/mallbutiken.se\/en\/products\/betalningsplan-faktureringsplan-entreprenad-2026-2027-word-pdf-excel","provider":"Mallbutiken","version":"1.0","type":"link"}