Worksheet

Project account tracker

One page per project. The top block holds the rate sheet with validity and agreed quantity, while the middle block lists stages with delivered quantity, billed amount, certificate number and invoice age. Retention sits at the foot. Disputes and call dates follow.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Project accounts that run long: billing builders in stages”, www.gullysystem.com/blog/project-accounts-that-run-long-billing-builders-in-stages