Collections Templates

6 Must-Have Digital Payment Formats For Mid-Sized Businesses

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 seamless processing. Download the infographic to understand the trends and how they are impacting mid-sized businesses.

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21 Credit & Collection Email Templates

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

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6 RFP Templates for Order-to-Cash Vendor Evaluation

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

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Free Account 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.

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Collection Email and Dunning Automation with The 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.

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