The essentials: who owes what, how late it is and who to chase next
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Every unpaid invoice is your money in someone else's bank account. This Lite edition keeps a simple register of your customers and invoices, records what has been paid against each invoice, ages the debt, checks credit limits and recommends the next chasing step for every overdue invoice – then prints a reminder letter in your own words. A one-page dashboard shows what you're owed, debtor days and who to chase today.
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 what's been paid, the balance, due date, ageing, status and the recommended next step. What you do: enter the yellow columns; update payments and chases.
Step 2
Every customer who owes you money, largest balance first, split by age, with limit check and next step. What you do: nothing to enter – print or filter it.
Step 3
A printable payment reminder for one customer, using your wording from Settings. What you do: pick the customer, then print.
Step 4
Your details, default terms, report date, chasing steps and the reminder letter wording. What you do: fill in once; change the report date to look at another date.
Who it is for
Quick start
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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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