Dental practice with insurance lag
A dental office needs an AR log separating patient balances from insurance receivables, with aging buckets so the office manager knows what to send to collections.
Accounts Receivable Tracker
Tier 2 · Accounting & Finance · $100 · 5-6 hrs · 10 day turnaround
Listed price is the project base price. A 3% payment processing fee is added at checkout. The full total is charged upfront when you place your order.
Build an accounts receivable log with client names, invoice dates, amounts, and 30/60/90 day aging columns from provided data.
You'll get a working accounts receivable spreadsheet that organizes your unpaid invoices by client, invoice date, and amount, then automatically sorts them into 30-, 60-, and 90-day aging buckets so you can see exactly which customers owe you money and how overdue they are. A summary dashboard tab shows totals by aging category and basic trend charts. This cuts the manual work of tracking down late payments and gives you a snapshot of cash flow risk in minutes instead of hours.
Deliverables
- AR tracking spreadsheet
- 30/60/90 day aging columns
- Summary dashboard tab
What's included
- Up to 100 invoice rows
- Aging formulas
- Basic charts
Not included
- Live accounting integration
- Automated email reminders
- Multi-entity consolidation
What you'll get
A spreadsheet, CSV file, or email list containing your invoice records: client name, invoice date, invoice number (if available), and amount due. Up to 100 rows. Include any notes about payment terms (Net 30, Net 60, etc.) if they vary by client.
The student will structure your data into a clean AR log, build formulas that automatically calculate how many days each invoice is overdue, sort invoices into 30/60/90 day aging buckets, create a summary dashboard that totals outstanding receivables by aging band, and add basic column and bar charts showing aging distribution and total outstanding balance by age category.
One Excel or Google Sheets file with three tabs: an 'AR Log' tab with your invoices and aging formulas, a 'Summary Dashboard' tab with totals and charts, and a 'Notes' tab documenting any data cleanup or assumptions the student made.
Your $100 payment stays in escrow until you confirm the aging formulas are calculating correctly and the dashboard reflects your actual outstanding receivables.
Common use cases
B2B graphic-design studio cleaning up Net 30s
A 3-person design studio has $40k tied up across 25 invoices and needs an AR tracker grouped by client with aging buckets to prioritize follow-up calls.
Construction sub with progress billing
An electrical sub needs an AR log that tracks progress-billing invoices by GC, retainage held, and aging from the date invoices became due.
SaaS company reconciling quarterly billings
A B2B SaaS firm bills 60+ monthly recurring customers on staggered dates. The finance admin has invoices scattered across email and a legacy billing platform but no single view of what's overdue. The AR tracker consolidates them into one sheet, flags accounts hitting 60+ days overdue, and lets the revenue team prioritize collection calls.
Freelance writer tracking client advances
A writer works with publishing houses and content agencies on Net 45 terms but doesn't have a system to track which contracts are approaching 60 days unpaid. The tracker shows which clients' invoices are aging and helps the writer decide when to pause new work until payment clears.
E-commerce wholesale distributor managing bulk orders
A small wholesale distributor sells to 40+ retail shops on Net 30 or Net 60 terms. At month-end, they need a fast, clear view of which shops are current, which are 30 days behind, and which are bleeding into 90+ days to know when to tighten credit limits.
Frequently asked questions
What happens if I have invoices that are older than 90 days overdue?
The aging columns will show them in the 90+ day bucket. The student can add a separate '90+ Day' column if you'd like, or note truly stale invoices (120+ days) separately on the summary for write-off review.
Can the student pull live data from my accounting software like QuickBooks or Xero?
No. This project is out of scope for live API integrations. You'll need to export your invoice data as a CSV or paste it into the spreadsheet, and the student will build the tracker from that snapshot.
What file format will the final tracker be in, and can I edit it myself after delivery?
The tracker will be delivered as an Excel (.xlsx) or Google Sheets file (your choice). All formulas are standard DATE and IF functions, so you can edit client names, amounts, or dates yourself without breaking the aging calculations.
If I discover missing invoices after the student finishes, can they add rows and recalculate?
Yes, but that counts as a revision. The initial delivery includes structure and formulas for up to 100 rows. Adding significant new data after approval may incur a small additional fee; contact support for details.
Do the aging formulas account for payment terms like Net 30 or Net 60, or do they just count calendar days from invoice date?
The base project counts calendar days from invoice date (so a 30-day bucket starts 30 days after invoice date). If your customers have different payment terms, note that in your data and the student can adjust the cutoff dates per client, but that requires explicit instruction upfront.
Ready to get your project started?
Select a scope and let your Shamrck PM handle the rest. Pay the full total upfront at checkout, then review and approve the completed deliverable. Approval does not trigger a new charge.
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