Payment Chasing Toolkit

Turn late-payment follow-up into a calm weekly process with a private invoice register, ageing dashboard, chase log and ten editable reminder messages.

The Excel toolkit calculates balances, days overdue, ageing bands, action stages, next-action dates and priority across up to 200 invoices. A linked customer view, chase log and validation checks keep the process consistent. The editable Word pack supplies factual wording from pre-due reminder through payment confirmation and dispute acknowledgement.

Included:

• 200-row invoice register

• Automatic balance, overdue-day, ageing and priority calculations

• Customer payment view

• Chase and promise log

• Weekly dashboard and integrity checks

• Ten editable Word reminder templates

• Private, local files with no account or subscription

Requirements: Microsoft Excel 2019 or Microsoft 365 and an application able to edit DOCX files. This is not accounting, invoicing, debt-recovery or legal software.