📊 OVERVIEW
An editable Excel workbook designed to track customer invoices, payment history, and ageing balances across multiple instalments. Ideal for finance teams, bookkeepers, and operations managers managing receivables and credit control.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 🧾 Accounts receivable ledger with fields for invoice date, customer, terms, due date, and balance
• 📘 Payment tracking columns for up to 12 instalments
• 📈 Automated ageing report with current, 1–30, 31–60, 61–90, and >91 day buckets
• ✅ Formula-ready layout with clear section headers for client-side editing
🧠 USE CASES
• Weekly or monthly receivables reconciliation
• Client-facing documentation for audit prep or credit control
• Internal cash flow forecasting and overdue tracking
• Reusable format for any accounting cycle
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for invoice, payment, and ageing analysis
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available for immediate download—no waiting, no shipping. Perfect for finance professionals needing a clean, editable accounts receivable tracker
