Invoice preparation · manual review

Retainer minute rollover ledger

Trace an agreed time-budget surplus or deficit across several service periods. Compare carry-forward policies without turning a budget balance into an invoice amount.

Free to use · Fictional examples · Local calculation

Review entered records

One client/service, periods in agreed order. Use whole minutes. Each row: period_code | new_allowance | approved_used | positive_carry_cap. Cap applies to positive carry only. No dates, money, automatic expiry or rate inference.

Confirm the scope, then run the review.

Worked example: a deficit is a budget record

With a fictional 600-minute new allowance each period, P1 uses 480 minutes and carries 120. P2 therefore has 720 available; 780 used gives a 60-minute deficit. Under signed carry, P3 starts at−60, adds 600 and uses 540, ending at zero. Under positive-only carry, P2 passes zero forward and P3 ends with 60 unused minutes.

The ledger does not price that 60-minute deficit or decide whether it should be billed. Summing successive deficits can count the same carried shortfall twice.

Read the sequence, not just one month

For each row, available budget is opening carry plus the new allowance. Raw closing balance is available minus approved use. The selected rule determines the next opening: signed rules preserve a negative balance, positive-only rules pass zero for a deficit, and no-carry rules pass zero in every case. Positive carry is limited by that row’s entered cap; excess unused minutes are shown separately.

Period codes must be unique and input order is the agreed sequence. The calculator does not infer chronological order or automatically import late approvals. A revised earlier usage figure recalculates later openings; retain the earlier source records and confirm any manual adjustments separately.

Time budgets and invoicing remain separate

Productive’s documentation explicitly separates rollover monitoring from invoice calculations. TrackingTime also describes agreements where manual rollover is needed. These are examples of different workflows, not ABN Invoice features or universal commercial terms. The positive cap in this independent review is your supplied policy, not a vendor default.

This is not an expiring credit-lot ledger, prepaid money account, time tracker or recurring-billing service. No fixed retainer fee, excess-time charge, tax, refund or already-billed amount is calculated. A negative available budget remains a working deficit rather than becoming negative work or a debit automatically.

Verify before preparing a document

Reconcile the period budgets with approved time records. Any customer document must follow its independently verified billing terms; a carried budget balance alone is not a new charge.

Inputs are processed locally without upload, account storage or invoice-draft writes. Your browser may restore form values; protect your device and keep your own copy. Editing any input clears the prior result. A review download is working notes, not an invoice, receipt or successful invoice export.

Open the original tool for a verified document

Start the original tool without signing in. Free output has branding and usage limits. This review does not automatically create an invoice or submit a payment.

Sources and scope

Productive documents signed time rollover separately from invoicing. TrackingTime says agreed rollover may require manual accounting. This worksheet makes the entered budget policy visible and does not reproduce either product.

Sources and fictional examples reviewed 6 November 2026.