Construction profitability and cash flow dashboard with worked examples
Download a multi-job Excel dashboard that separates agreed value, forecast contribution, issued Invoices, receipts and period cash movements.
Read the articleConstruction retention payments UK explained for small contractors
Use a dated reform-status summary and downloadable contract-review worksheet to identify retained amounts, release conditions and evidence.
Read the articleHow to record partial Invoice payments and outstanding balances
Download an Excel Invoice-and-receipt ledger with multiple payments, unmatched references and duplicate checks.
Read the articleLate payment reminder email templates for UK trade businesses
Download factual messages for overdue, queried and part-paid Invoices, with a balance check and communication log.
Read the articleBuilder Invoice template UK and required information checklist
Download editable non-VAT and VAT Invoice forms with a worked example, then review identity, supply details, amounts and payment information.
Read the articleBuilder payment schedule template with worked examples
Download an Excel stage-payment planner with allocation checks and an example cash forecast, then define the trigger and amount for each stage.
Read the articleConstruction cash flow forecast template for small contractors
Download an eight-week Excel forecast with a completed example and delayed-receipt scenario, then calculate when cash falls short.
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