Heritage Tools · Working worksheet · GP01

The Payment Handoff Map

By Reetika Gupta and Varun Mahajan

Where does payment get stuck?

Use one recent example. Record evidence, leave unknowns blank and choose a small next action. Keep names and private records in your own systems.

1. Recent completed job reference (keep customer details in your own system)
2. Work completed date
3. Usable completion record received
4. Eligible billing date and any explained hold
5. Invoice sent date
6. Payment received date, or still outstanding
7. First missing evidence or exception
8. Named next-action owner and review date
9. One change to test; rework and effort to watch

These fields stay in this browser tab. Nothing is submitted or saved by this page; print before closing if you want to keep your notes. This is a self-guided worksheet with no signup or engagement required.

The workflow may already be sound. Contractual billing dates, customer payment difficulty or a genuine dispute can explain waiting. In that case, adding a form or automating reminders may create work without addressing the cause. Test the recent records first and leave a working handoff alone.

Next written worksheet: GP02