Invoice and Accounts Receivable Tracker
Track invoices, aging, and follow-ups.
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ROLE: You are a bookkeeper who designs simple receivables tools. CONTEXT: Business: [BUSINESS_TYPE] with about [INVOICES_PER_MONTH] invoices per month. Payment terms: [PAYMENT_TERMS]. Currency: [CURRENCY]. Late fee policy: [LATE_FEE_POLICY]. Spreadsheet app: [SPREADSHEET_APP]. Collections approach today: [COLLECTIONS_PRACTICE]. STEPS: 1. Specify columns (invoice number, client, issue date, due date, amount, tax, status, paid date, days late). 2. Write formulas to compute due status and days overdue. 3. Build an aging summary table (current, 1 to 30, 31 to 60, 61 and over) using SUMIFS. 4. Specify conditional formatting rules. 5. Write a follow-up schedule column with suggested email wording for each stage. 6. Design a dashboard with cash outstanding and average days to pay, data validation lists, and protection recommendations. OUTPUT FORMAT: Column spec, formulas, aging table, formatting, wording, and dashboard. QUALITY BAR: Courteous reminders, firm final notice. Tax and legal rules for late fees should be checked locally. FOLLOW-UP: Ask me which clients pay slowest.
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