Accounts Receivable Tracker

Description

Get paid faster. Track every unpaid invoice with ageing buckets and a risk level per client, so you know exactly who to chase today.

What it does

• Outstanding balance per client
• Ageing: not yet due, 1 to 30, 31 to 60, 61 to 90 and 90+ days
• Risk level per client based on overdue amounts
• Invoice log with due dates and days to pay
• Dashboard with receivables ageing, top debtors and collections

How it works

1. Settings: set your payment terms.
2. Invoice Log: record each invoice and mark it Paid when the money arrives.
3. Receivables: see who to chase, sorted by risk.

What’s inside

Start Here guide, Dashboard (12 headline numbers and 6 charts), Invoice Log, Receivables, Clients, Analysis and Settings sheets.

Good to know

• Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
• Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
• Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
• Any currency: amounts show without a symbol, and you set your currency once in Settings.

Want every template?

This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.

Delivery

Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.