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Get the invoice out.
Keep the payment moving.

Check the invoice, follow the unpaid balance and give every next action an owner. A working pack for the jobs you’ve finished but haven’t been paid for.

Invoice worksheets + payment planning + business interest estimate Free

What you get

  • A 14-page payment workbook with an illustrative job, receipt reconciliation and cash-plan scenarios.
  • A simple editable non-VAT invoice worksheet with totals and part payments.
  • A manual VAT invoice worksheet for one ordinary UK taxable line, with official checks and exclusions.
  • A checklist to make an invoice ready to pay.
  • Four messages for invoices, overdue balances and payment promises.
  • An editable tracker with due dates, replies and next actions.
  • An uninvoiced-job sheet to find finished work still waiting to be billed.
  • A manual four-week cash forecast with receipts, commitments and a fallback plan.
  • A deposit and stage-payment planner for the amounts you have agreed.
  • A supplier commitment sheet to track orders, invoices, returns and credits.
  • A monthly accountant handover checklist, folder plan and missing-records sheet.
  • A worked example showing part payments and a missing purchase order.
  • A business late-payment estimate for one unchanged private-business debt, using your verified day count and reference base rate.
  • A dispute handover sheet and links to current official guidance.

These are admin templates. Formal recovery, statutory charges and disputed work need separate checks before you act.

Get your free copy.

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Get my free payment pack

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How to use it

  1. Start with one finished job

    Use the invoice checklist to find what is missing. Check the agreed price, extras, customer details and payment terms.

  2. Give the unpaid balance a next action

    Fill in the tracker. Check payments and the last reply before adapting a reminder. Record part payments and disputes.

  3. Keep a copy of your work

    Print or save a PDF before closing the pack. Your entries are not saved automatically or sent to us.

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