See the open cases
Use the Excel recovery tracker to organize overdue invoices and the actions that need attention.
03 / FOLLOW UP WITH CLARITY
Late Payment Recovery Kit
Give every overdue invoice a clear next action. Keep follow-ups, payment promises and disputes in a working record instead of piecing them together from memory.
See the current price and purchase on Etsy. Digital files; software is not included.
The kit combines an overdue-invoice tracker with editable follow-up documents.
WHAT IT HELPS YOU DO
Keep overdue invoices and follow-ups under control
Prepare the conversation
Adapt the Word email templates and call script to the client and the situation.
Record what happens next
Keep payment promises, proposed plans and dispute responses tied to the same case.
The dashboard preview shows open cases, money at risk, recovered amounts and overdue actions. Case balances and pending payment promises help you see what still needs attention.
Open image to view the workbook details. On a phone, zoom after opening.
INSIDE THE FILES
A recovery tracker and editable follow-up templates
A five-sheet Excel tracker: Start Here, Dashboard, Recovery Cases, Action Planner and Setup. Includes editable Word follow-up documents and a Quick Start PDF.
Who it is for
Freelancers and service-business owners who already have overdue invoices and need a consistent way to organize their follow-up.
Files & compatibility
Excel and editable Word files, a PDF quick-start guide and text instructions. Designed for Microsoft Excel and Microsoft Word. Software is not included; replace the example data and bracketed template fields before use.
Operational templates, not legal or debt-collection advice. The kit does not send reminders automatically or guarantee payment. Adapt communications to your business and local requirements.
A SIMPLE WORKING ROUTINE
Give each overdue invoice a next action
- Create a case when an invoice becomes overdue.
- Choose the next action and personalize the relevant template.
- Record the response, any payment promise and the next follow-up.
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