Collections Templates
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3 Ready-Made Credit Note Templates [Free Download]
A credit note template is a ready-made document that can be utilized over and over again by the buyer to issue a credit to their clients.
Collections Maturity Model Template
B2B collections maturity model helps analyze, align & execute collections processes more effectively. Download this free tool to evaluate your maturity level!
23 S.M.A.R.T Credit and Collection Goals
Download this free checklist of 23 goals & objectives for credit and collections to ensure growth in A/R processes & overall business performance.
11 Collections Email Templates to Collect Past-Due Invoices
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!
AR Aging Analysis & Worklist Excel Tool
This tool focuses on assessing the aging of accounts receivables and helps you automate collections with a template-based worklist prioritization. Start now
DSO Calculation Excel Template
Understanding the metric Days Sales Outstanding (DSO) and how to calculate DSO in Excel. Download our Excel-based DSO calculator here.
21 Credit & Collection Email Templates
Top performing email scripts used across 700+ leading order-to-cash teams, including Fortune 1000 companies.
Free O2C Vendor Evaluation Templates
An insightful summary of how Fortune 1000 companies & SMEs are evaluating their vendors for the digital transformation of their accounts receivable processes.
Accounts Receivable Aging Report Excel Template
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 prioritize your accounts according to risk class, aging bucket and past due amount.
Collection Email Automation w/ Excel
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 need is your regular Microsoft Word & Excel Apps. Download this template package to understand how to send over 1000 personalized dunning letters and emails in less than 15 minutes.
