Invoicing & Accounts Receivable Follow-up
A 14-lesson invoicing course: quote-to-invoice flow, aging buckets, dunning cadence and cash-collection reporting.
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Lesson 01 · From deal won to cash in the bankThe receivables workflow that starts where the CRM ends (Stage 1 · Set Up the System; 30–40 min)Published 2026-09-29Lesson 02 · Customer terms, credit limits, and codesMaster data that every later formula trusts (Stage 1 · Set Up the System; 35–45 min)Published 2026-09-29Lesson 03 · Settings and the as-of dateWhy no formula in this workbook says TODAY() (Stage 1 · Set Up the System; 30–40 min)Published 2026-09-29Lesson 04 · Raising invoices: numbering and PO disciplineThirteen columns that make every later step automatic (Stage 2 · The Invoice Register; 40–50 min)Published 2026-09-29Lesson 05 · Due dates and terms mathNET 30 by formula, not by memory (Stage 2 · The Invoice Register; 30–40 min)Published 2026-09-29Lesson 06 · Paid, open, and the status ladderSUMIFS applies the cash; the ladder names the state (Stage 2 · The Invoice Register; 40–50 min)Published 2026-09-29Lesson 07 · Recording cash receiptsOne row per payment, always against an invoice (Stage 3 · Cash Receipts; 30–40 min)Published 2026-09-29Lesson 08 · Partial payments and application$2,000 + $1,200 against one invoice, and nothing breaks (Stage 3 · Cash Receipts; 35–45 min)Published 2026-09-29Lesson 09 · Days overdue on the registerOne number that drives aging, holds, and the cadence (Stage 4 · Aging & Credit Control; 30–40 min)Published 2026-09-29Lesson 10 · The AR aging reportBuckets that tell you where the collection risk sits (Stage 4 · Aging & Credit Control; 40–50 min)Published 2026-09-29Lesson 11 · Credit exposure and hold flagsDeciding who gets new work on credit (Stage 4 · Aging & Credit Control; 35–45 min)Published 2026-09-29Lesson 12 · The dunning cadenceFrom friendly reminder to escalation, on schedule (Stage 5 · Collections & Follow-up; 40–50 min)Published 2026-09-29Lesson 13 · DSO and collection metricsOne number the owner tracks every month (Stage 5 · Collections & Follow-up; 35–45 min)Published 2026-09-29Lesson 14 · The monthly collection reportRunning the close, rolling to October, and knowing the limits (Stage 5 · Collections & Follow-up; 35–45 min)Published 2026-09-29