Sheets
8
Review overdue pace first
Finance Excel template
Last ned malen for kundfordringsoppfølging gratis. Håndter fakturaer, forfallsdatoer, forfalte poster og innkrevingsnotater i én arbeidsbok.
Konsultasjon
Hvis du vil tilpasse fakturavolum, forfallsdatoer, antall forsinkede dager og innkrevingsregler til arbeidsflyten din, kan vi hjelpe deg å avgjøre hva som blir i Excel og hva som flyttes til nett. Vi kan også justere kolonneoppsettet slik at det passer det nåværende kundfordringsarket ditt.
Vi kan tilpasse kolonnene slik at de passer innkrevingsflyten.
En gratis Excel-mal som samler fakturaer, forfallsdatoer, forfalte poster og innkrevingsnotater i én arbeidsbok.
Free download
Invoices
Due dates
Collections
Workflow
Traceable
Best for invoice-level follow-up
Input
Shareable
Easy to sync with sales
Input example
Lock in the collection forecast baseline
Align invoice number, due date, expected collection amount, and forecast status first, then track the monthly collection trend.
Invoice number
INV-2401
Due date
2026-04-18
Expected collection
320,000 JPY
Forecast status
Updated this week
Free download
Se først hva som ligger i Excel-versjonen
A free Excel template that brings customer master data, receivables detail, receipt logs, disputes and collections, aging analysis, and a dashboard into one workbook.
File
Mal for kundfordringsoppfølging.xlsx
File name：finance_accounts_receivable_tracker_template_en.xlsx
Sheets
8 sheets
Purpose
Customers, receivables, receipts, aging, disputes
Keeping invoice numbers, due dates, and customers aligned helps reduce missed follow-ups.
Overdue items and collection notes stay in one workbook, so status checks are easier.
The same flow can keep contact history for finance and sales handoff.
Start by organizing the invoice and collection assumptions.
How Excel is used
How to run receivables collection in Excel
The overview screen surfaces receivables and overdue items first, while the settings screen keeps collection rules consistent.
Step 1
Register invoices
First define the invoice number and customer, then align the monthly review checkpoints.
Step 2
Update due dates
Update due dates and expected payment dates so delays can be spotted early.
Step 3
Check overdue items
Log overdue items and reminder status so the next action is always clear.
Step 4
Monthly review
Bundle the month-end results and expected collections into a format you can reuse next month.