Templates

Choose the best accounts receivable software. Use our Excel-based software evaluation template to select the best AR solution.

Accounts receivable automation is a priority for many businesses. Use our assessment template to check how many AR functions you’ve automated. Get your AR score.

We present to you 11 best-in-class debt collection email templates used by professionals across 700+ leading order-to-cash teams. Just download, personalize, & send!

This Toolkit consists of 7 templates and tools required for any Accounts Receivable Manager whose main goals are to - monitor and improve operational performance…

Need Some Help? Understanding which KPIs hold the most strategic value for your current board room decisions and establishing a seamless process to track those…

The rapidly-changing economy is reshaping the B2B payment landscape and it’s important for Finance Leaders to understand the nuances of enabling digital payments and ensure…

Gain visibility into your cash & health of your receivables, and prioritize your collectors' worklist with this excel template tool for finance leaders.

Understanding the metric Days Sales Outstanding (DSO) and how to calculate DSO in Excel. Download our Excel-based DSO calculator here.

An easy step-by-step checklist that Fortune 500 Companies use to evaluate Credit Applications submitted by New Customers. It helps you ensure that your current Business…

An excel-based actionable summary that deep-dives into the top 55 KPIs you can’t do without for tracking the performance of the Order-to-Cash process of any…

Top performing email scripts used across 700+ leading order-to-cash teams, including Fortune 1000 companies.

An insightful summary of how Fortune 1000 companies & SMEs are evaluating their vendors for the digital transformation of their accounts receivable processes.

Use this Credit Scoring Model is for evaluating the credit score, risk class and credit limit of any New Customer, with no public financial information…

The aging report template gives you an intuitive aging dashboard of past due receivables. Additionally, we provide a self-prioritizing collections worklist template that could automatically…

This excel template has all the relevant information you need to know in order to roll out a surcharge program and welcome credit card payments.…

What do you need, to send out mass dunning email communication for collecting outstanding payments, at once? Some automation tools? Supernatural powers? No. All you…