A/R Control Desk Basic

Excel Accounts Receivable & Collections Management Toolkit

Less time organizing invoices. More time getting paid.

Managing outstanding invoices shouldn't require juggling multiple spreadsheets, scattered notes, and endless follow-up reminders.

A/R Control Desk Basic is an Excel-based accounts receivable management toolkit designed to help small businesses, bookkeepers, and office managers organize outstanding invoices, monitor past-due balances, and stay on top of customer collections.

Whether you're managing a handful of overdue accounts or hundreds of open invoices, this toolkit helps you bring structure and consistency to your collections process.

What's Included

• Accounts Receivable Dashboard: View outstanding balances, past-due totals, and aging summaries in one place.
• Bulk Invoice Import: Copy and paste up to 500 invoices from a supported Excel or CSV report instead of entering them individually.
• Flexible Column Mapping: Match different report headings to the toolkit's required fields.
• Customer Balance Summary: Review outstanding balances and collection priorities by customer.
• Payment Promise Tracking: Monitor customer payment commitments and identify missed promises.
• Collections Activity Log: Keep track of follow-ups, customer communications, and next steps.
• 12 Ready-to-Use Email Templates: Professional, editable messages covering payment reminders, overdue invoices, payment arrangements, credit holds, and more.
• Quick-Start Guide & Demo Workbook: Easy-to-follow instructions and fictional examples to help you get started.

Who Is This For?

Perfect for small businesses, wholesalers, suppliers, bookkeepers, accounts receivable staff, and business owners who need a more organized approach to collecting outstanding payments.

Why Choose A/R Control Desk?

✔ One-time purchase — no monthly subscription.

✔ No complicated accounting software required.

✔ Organize invoices and collection activity in one system.

✔ Identify overdue accounts and prioritize follow-ups.

✔ Save time on repetitive collection communications.

✔ Download instantly and work at your own pace.

Important Information

• Microsoft Excel 365 desktop is recommended.
• Designed for clean, invoice-level Excel or CSV exports.
• Financial data must be updated by the user; this is not a live accounting-system integration.
• Importing uses a bulk copy-and-paste process with column mapping.
• Does not automatically send emails or process payments.
• Digital download only. No physical product will be shipped.

Take control of your receivables and put a stronger collections process behind your business.

Need Something More Customized?

Custom A/R Management Solutions — Starting at $249+

Not every business operates the same way, and not every aging report comes in the same format.

I also offer customized Excel-based accounts receivable tools tailored to your business's specific needs, including:

• Custom aging report imports and data mapping
• Personalized A/R dashboards
• Specialized payment-plan and collections tracking
• Custom reporting and workflow features

Starting at $249+, with final pricing based on the complexity of your project.

Interested? Use the Contact page on my store to tell me what you're looking for and request a personalized quote.

Custom projects are quoted and approved before any work begins.

Jessika Griffith — Business tools with a backbone.