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Accounts Receivable Management Template
Good management of accounts receivable is extremely important for the financial health of your company. With this Excel spreadsheet template, you can organise all your accounting receivable data to track invoices and better manage payments from your customers.
Key Features
- Fully unlocked template
- Promptly identify overdue invoices and send reminders to customers
- Track and analyze changes to receivable indicators over time
- Multiple, easy-to-interpret reports available
- An effective dashboard to monitor accounts receivable indicators
- Status alerts for invoices (Overdue, next to date and Due Date Today)
- Estimated Delivery : Up to 4 business days
- Free Shipping & Returns : On all orders over $200
This effective template will help you to reduce the number of customer accounts receivable, send timely reminders to customers, and improve your company’s cash flow management.
Take a tour:
What is included?
- Two spreadsheets are available for download; one with sample data and another ready to receive your data.
Available reports:
- Accounts Receivable Dashboard
- Indicators History
- Accounts Receivable Turnover
- Summary Report by Customers
- Invoices List
- Overdue Invoices by Customers
- Kanban Invoice Status
- Kanban Invoice Overdue
Some of the indicators in the reports:
- Average Accounts Receivable Days
- % Invoices Overdue
- % Invoices Paid Late
- Accounts Receivable Age
- Receivable Accounts
Other Information
- Built for Excel 2010 or later
- Windows Only
- Licensed for Private Use Only (not for distribution or resale)
The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.
Contact
support@adniatemplates.com
3 reviews for Accounts Receivable Management Template
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Eshaan Ganguly –
Invoice status alerts have made customer follow-ups much easier to manage. I can quickly identify payments that are overdue or due soon, while the Kanban view keeps the collection process organized.
Kyle Brennan –
I was mainly looking for something that didn't overcomplicate the process. This does what I need without a lot of extra setup, which I appreciate.
Seraphina Vale –
This template made it much easier to see which invoices were overdue without checking every customer account separately. The dashboard is clear, and the alerts are useful for our weekly follow-ups.