Get paid on time – know who owes what, who to chase and what to say
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Late payment is one of the biggest causes of cash flow problems for small businesses. This workbook brings everything about the money you're owed into one place: customers with credit limits and terms, every invoice and payment, an aged debtors report, a chase log, a daily action list with the recommended next step for every overdue invoice, statutory late payment interest, printable statements and chase letters, and a dashboard showing debtor days and the cash you can expect.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every invoice with its due date, payments, balance, ageing, status, last chase and recommended next step. What you do: enter the yellow columns.
Step 2
Money received, matched to invoices. What you do: add a row for each payment.
Step 3
Every reminder, call, statement and letter, with the outcome and next action date. What you do: add a row each time you chase.
Step 4
Each customer's debt by age, largest first, with limit, risk, last payment, last contact and next step. What you do: nothing to enter.
Who it is for
Quick start
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We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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