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to work out?
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Dates & invoices
Find a payment date
ResultPayment and notice datesCheck an invoice
ResultInvoice preparation checklistFollow the payment chain
ResultAn Ontario payment-chain exampleRecords & payments
Review unpaid invoices
ResultInvoice payment summaryBuild a payment timeline
ResultPrintable event timelineWork out holdback
ResultA before-tax payment breakdownSee what each tool produces
TOOL STUDY / 01ILLUSTRATION
One starting point.
Two dates to understand.
Read the ordinary owner payment and notice windows together.
Proper invoice
Received by the owner
Received by the owner
14daysOwner notice window
28daysOrdinary owner payment
Ontario illustration · eligible proper invoices.
Statutory counting rules and qualifications apply.
TOOL STUDY / 02ILLUSTRATION
Before you press send.
Check what belongs.
Keep a preparation record of the information your invoice needs.
PROPER INVOICE
Who is being paid
Work and materials supplied
Amount and payment terms
Preparation, with the requirements beside you.TOOL STUDY / 03ILLUSTRATION
Every payment.
Its own starting point.
Follow an Ontario example from the owner to the next tier.
01Owner
Separate trigger02Contractor
Separate trigger03Subcontractor
TOOL STUDY / 04ILLUSTRATION
Bring the invoices together.
See the position.
Organize confirmed invoices, recorded payments and notices.
YOUR INVOICE RECORDENTERED STATUS
Invoice 01Unpaid
Invoice 02Paid
Invoice 03Disputed
Illustrative records. No finding of entitlement.TOOL STUDY / 05ILLUSTRATION
Put the events in order.
Keep the evidence close.
Build a printable chronology from your own records.
01
Proper invoice receivedReceipt evidence
02
Correspondence recordedEmail reference
03
Payment enteredPayment record
TOOL STUDY / 06ILLUSTRATION
Follow what is retained.
Understand the balance.
Work through before-tax retention, releases and payments.
BEFORE-TAX WORK VALUE
Balance of workRetained
- Retained
- Set your rate
- Released
- Enter releases
- Paid
- Record payments
A snapshot you can understand.
These tools do not monitor projects, send notices, certify invoices or preserve legal rights. Save your result to keep it.