Ready-to-Use Accounts Receivable Template in Excel

Streamline your accounts receivable (AR) process and stay on top of your cash flow with our free, customizable Accounts Receivable Template. Designed for businesses of all sizes, this easy-to-use template helps you manage customer invoices, track payments, and identify overdue accounts—all in one place.

Why Use an Accounts Receivable Template?

Managing accounts receivable efficiently is critical to ensuring a healthy cash flow. A robust AR system can help you:

• Stay organized by consolidating all outstanding invoices.
• Track payment statuses and identify overdue payments.
• Reduce the risk of bad debt and missed follow-ups.
• Improve your cash collection cycle and financial stability.

What’s Inside the Accounts Receivable Template?

Our downloadable template includes:

1. Customer Information: Quickly identify who owes.
2. Invoice Date: Track when your customers were billed.
3. Invoice Number: Keep invoices organized with unique IDs.
4. Invoice Amount: See the total amount due for each invoice.
5. Payment Terms: Know how long your customers have till the invoice is due.
6. Due Date: Stay on top of payment deadlines.
7. Payment Status Dashboard: A simple status column to indicate if payments are overdue, paid, or pending.
8. Aging Summary: Track overdue invoices with clear breakdowns into 30, 60, or 90+ day periods.
9. Customization Options: Add your company logo, customize currency formats, or add new columns based on your business needs.
10. Built-in Calculations: Automatic formulas for outstanding balances and total receivables.

How to Use the Template?

1. Download the Excel template.
2. Input your customer details and invoice information.
3. Update payment statuses regularly.
4. Monitor due dates and cash flow with automated formulas and filters.

Once you’ve downloaded the template, don’t forget to explore how Peakflo’s AR automation software can take your accounts receivable process to the next level. From automated reminders to real-time reporting, Peakflo helps you focus on what matters most: growing your business.

Need more help? Check out our blog on AR best practices or book a demo with one of our experts today!