Excel workbookOfficial Zeyto

Receivables Ageing and Chase Tracker

An Excel workbook for service firms, contractors and wholesalers that sell on credit and chase invoices themselves.

Know who to chase for payment today.

At a glance

  • FormatExcel workbook
  • DeliveryInstant download
  • In the box3 files, 128 KB
  • Works withMicrosoft Excel 2016 or later, Google Sheets or LibreOffice Calc

How it works

  1. BuyPay on Stripe’s secure page.
  2. DownloadYour order page opens at once with a secure link.
  3. Open and useOpen the workbook in Excel and start from the example.

What you get

  • Excel workbook with 7 sheets
  • Invoice register of 500 rows with automatic ageing
  • Chase stage and next action date per invoice
  • Summary by bucket and by customer with credit limits
  • Chase log and four-stage reminder wording
  • Worked example and sample CSV
Files and sizes (3)
  • receivables-ageing-and-chase-tracker.xlsx123 KB
  • invoices-sample.csv576 B
  • README.txt4.2 KB

3 files, 128 KB in total. You download them from your order page after payment.

What it does not do

  • You send every reminder yourself.
  • It links to no accounting software.
  • Get legal advice before any threat.

After you buy

  • Instant downloadYour order page opens right after payment with a secure link for each file. The link is emailed to you too.
  • A fresh link any timeLinks last 48 hours. Enter your order reference and the email you paid with and we will send a new one.
  • Help is one email awayWrite to support@zeyto.app with your order reference. The team answers every enquiry.
  • Fix, replace or refundIf a file is damaged, will not open, or is materially different from its listing, tell us within 7 days of the sale and we will fix it, replace it or refund you.
Full refund wording

Digital downloads (files, templates, skill packs, guides) are delivered straight away, so they are not refunded once downloaded. If a file is damaged, will not open, or is materially different from its listing, tell us within 7 days of the sale and we will fix it, replace it or refund you.

Applies to products sold by Zeyto itself. None of this takes away rights you have under UAE law.

About this product

Late payment is a process problem more often than a refusal.

Read the full description

Late payment is a process problem more often than a refusal. This workbook keeps a list of unpaid and part-paid invoices, works out the due date and days overdue from the as-at date, puts each invoice in an ageing bucket, tells you the chase stage and the next action date, and summarises the position by bucket and by customer, including credit limits.

What is inside:

  • A Setup sheet for the as-at date, bucket limits and chase stage days
  • An Invoices register of 500 rows with status options: Disputed, Promised, On hold, Written off
  • An Ageing Summary by bucket and by customer, with an over-limit flag
  • A Chase Log of 300 entries for calls, promises and next steps
  • A Chase Scripts sheet with starting wording for four stages, from a friendly reminder to escalation
  • A Worked Example with ten fictional invoices
  • invoices-sample.csv, the same ten invoices as a CSV, to show the layout
  • Instructions sheet and README

Who it is for: service firms, contractors, wholesalers and any business that sells on credit and chases invoices by phone, email or WhatsApp.

What it is not: it does not send reminders, and it does not connect to accounting software. Export your open receivables and paste the columns in. The chase wording is a starting point, not legal advice: take advice from a lawyer before sending any letter that threatens legal action. Enter amounts including VAT because that is what the customer owes.

Requirements: Microsoft Excel 2016 or later, Google Sheets or LibreOffice Calc.

Questions

Who is it for?
Service firms, contractors and wholesalers that sell on credit and chase invoices themselves.
What do I need to use it?
Microsoft Excel 2016 or later, Google Sheets or LibreOffice Calc.
How do I get it?
Pay on Stripe, then download from your order page at once. Links last 48 hours: ask for a fresh one with your order reference and email.
What if the file is wrong?
If a file is damaged, will not open, or is materially different from its listing, tell us within 7 days of the sale and we will fix it, replace it or refund you. Read the terms.

Receivables Ageing and Chase Tracker: AED 69

Pay once, download at once.

Damaged, will not open or not as listed? Tell us within 7 days and we fix it, replace it or refund you.

Questions before you buy? Contact the Zeyto team. This is sold by Zeyto (Emeron Infospace FZE) itself, not by an independent seller. See the marketplace terms.

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