Step 01 of 04 · Invoice & GST Ledger
Enter every invoice or RA bill you raised on this project
Include all Running Account (RA) bills and tax invoices — even ones that were only partially paid or are being disputed. Each invoice is calculated separately so nothing is missed in your final claim total.
- Invoice Ref / RA No. — the number printed on your invoice, or the RA bill number the client issued. Example: INV-2024-042 or RA-07.
- Invoice Date — the date you raised the invoice, not when the client approved it. This starts the MSMED Act 45-day payment clock.
- Invoice Value (excl. GST) — the base amount before tax. The tool adds GST separately based on the rate you select.
- GST Rate — most construction services attract 18%. Select 12% for affordable housing or works contracts where applicable.
- Payment Received — the actual amount credited to your bank against this invoice. Leave at zero if nothing was paid.
- Payment Date — the date the payment cleared. If multiple tranches, use the last payment date. Leave blank if nothing received.
- TDS Deducted — Tax Deducted at Source under Section 194C or 194J. This appears on your Form 26AS. Enter the deducted amount, not what you received net.
Step 01
Invoice & GST Ledger
Every invoice you raised. Record partial payments against each one separately.
No invoices yet. Click + Add Invoice to begin.
If you have multiple invoices on the same project, add each one separately — the tool totals them automatically.
If you have multiple invoices on the same project, add each one separately — the tool totals them automatically.
Step 02 of 04 · Retention Tracker
Track the money the client is holding back as retention
Retention is a percentage of your contract value held back until the Defect Liability Period (DLP) ends. It should be released automatically when the DLP expires. In practice, most clients hold it indefinitely. Once the DLP date has passed, every day of non-release accrues MSMED interest in your favour.
- Project Name — the name or reference you use for this project.
- Contract Value — the total value of your contract.
- Retention % — the percentage withheld per your contract. Typically 5% or 10%. Check your LOA or work order.
- DLP End Date — when your Defect Liability Period ends. Usually 12 months from practical completion. Check your LOA.
- Total Retention Held — cumulative amount withheld across all your RA bills.
- Retention Released So Far — if the client released part of the retention, enter that here. Zero if nothing released.
- Status — Overdue means the DLP has ended and the balance has not been released. Interest accrues from that date.
Step 02
Retention Tracker
Track every project where the client is holding retention money.
No projects yet. Click + Add Project to track retention.
If you have no outstanding retention on any project, skip this step and go directly to Step 03.
If you have no outstanding retention on any project, skip this step and go directly to Step 03.
Step 03 of 04 · Disputed Deductions
Record every amount the client deducted that you did not agree to
Clients often apply deductions unilaterally — Liquidated Damages, quality penalties, back-charges — without your written acceptance. Deductions you accept are excluded from your claim. Deductions you dispute form part of it.
- Liquidated Damages (LD) — penalties for alleged delays. If you were delayed by the client's own actions, LD deductions may not be enforceable.
- Quality / Defect Deduction — amounts withheld for alleged defects. If no formal defect notice was issued in writing, this is disputed.
- Back-Charge — costs the client claims to have incurred on your behalf and deducted without your prior agreement.
- Against Invoice Ref — link this deduction to the specific invoice it was applied against.
- You accept this deduction? — mark as Accepted if you agree it is fair. Only disputed deductions roll into your recoverable total.
If the client has applied no deductions at all, leave this tab empty and proceed to Step 04.
Step 03
Disputed Deductions
Unilateral debit notes, LD claims, back-charges. Each one is a separate line in your claim.
No deductions recorded.
If the client has applied no deductions, leave this empty and click Next → to see your summary.
If the client has applied no deductions, leave this empty and click Next → to see your summary.
Step 05 · Ready Reference
Data Checklist
Use whichever section matches your product. Tick items off as you gather them — nothing is saved.
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Your side (Claimant)
Buyer / Client side
Contract details
Money owed
Retention · Letter 5 only
Context
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0 of 7 documents ready
You share one Google Drive folder — we build everything from what's in it. Messy is fine; organising it is the job. The checklist below tells you what to put in that folder before sharing the link.
Essential documents — put these in your Drive folder
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