Check what is ready and what still needs a fix before you pay contractors. Entries stay on this page and are lost when it closes. Download your list to keep it.
Use your own reference codes. Keep bank details, tax IDs, passwords and private client or contractor details in the secure system you already use.
Before you pay
Contractor payment tracker
This starts with a made-up example. Clear it before adding your own codes. You choose each status; the tool cannot check if a payment was made.
Payments to check
Your reference code
Approved amount ($)
Due date
Status
Next step / who will do it
Remove
What will you do next?
Write one next step, who needs to agree, and when to check back.
Notes stay on this page. Print before closing to keep them.
Need a closer look?
Your free tool
Use this checklist and your notes to find payment steps that still need work. Save your results to help plan the project.
This tool uses your entries. Jacob has not checked your records or advised you on this project.
A review with Jacob
We check what was agreed, invoice codes and recorded approvals for up to ten items. We show who passes work to whom, look into problems with you, and suggest who should do what next.
Jacob leads the review and talks through the findings with you. You get a written summary, a 30-day plan with the first steps in order, and one round of factual fixes from a single list.
WHEN YOUR PROJECT NEEDS A CLOSER LOOK
Payment Workflow Review
Get help when approvals are missing, no one knows who should act or contractor payments keep getting stuck.
What you receive: A map of one process from contractor setup to payment approval, a list of problems with suggested people to fix them, and a plan of next steps. Includes a written summary and a 30-day plan.
Reviews start at $1,500. Before we start, we agree in writing on the work, price and dates.
Growth includes a plan for cash over the next 13 weeks, a list of up to ten open payment or vendor items, a monthly review and one planned follow-up round. If this keeps coming up, explore Growth support: from $1,750 per month, setup from $750 and a six-month starting term. Your books must be up to date and checked against your accounts. Bookkeeping costs extra and is priced separately.
Your entries stay on your device. They are not sent when you get in touch. Tell us about the project, dates and choice you need to make. Agree on a safe way to share records first. Sending a request does not book a meeting.
Use this as a planning checklist. Check the records and agreed terms before acting. Entries stay in your browser.
