Tracker Setup
Set the A/R review date and identify this receivables snapshot.
Aging buckets are calculated against this date.
Scope: Use one row for one customer, fleet, commercial, warranty, or other receivable invoice. The tracker calculates open balance and aging from the dates and amounts you enter. It does not post payments, calculate finance charges, predict collectability, assign credit risk, recommend write-offs, or replace your accounting system.
Accounts Receivable & Fleet Invoices
Enter each invoice, payments or credits already applied, and the next follow-up date when one is being tracked.
| Customer / Account | Fleet / Commercial | Invoice # | Job / RO (optional) | Vehicle / Unit (optional) | Invoice Date | Due Date | Original Invoice Amount | Payments / Credits Applied (optional) | Last Payment (optional) | Last Contact (optional) | Next Follow-Up (optional) | Disputed / On Hold | Follow-Up / Account Notes (optional) | Remove |
|---|
Up to 120 invoices per tracker. A blank Payments / Credits Applied field is calculated as $0.00.
Aging logic: Open balance = Original Invoice Amount − Payments / Credits Applied. Paid invoices are excluded from aging totals. Open balances are grouped as Current, 1–30, 31–60, 61–90, or 91+ days past due using the Due Date and As of Date. Disputed / On Hold invoices remain in A/R and aging totals.
Tracker Notes
Record collection context, billing contacts, statement timing, or other account-level follow-up notes.
Tool Actions
No saved tracker loaded.
A/R Aging & Fleet Invoice Status
Review total receivables, past-due exposure, fleet balances, aging buckets, account totals, and follow-up items.
Add receivable invoices, then select Update Aging.
Results will show open balances, aging buckets, account summaries, and follow-up items.
Total A/R Outstanding$0.00
Past Due Total$0.00
Fleet / Commercial Outstanding$0.00
Follow-Up Needed0
Current$0.000 invoices
1–30 Days Past Due$0.000 invoices
31–60 Days Past Due$0.000 invoices
61–90 Days Past Due$0.000 invoices
91+ Days Past Due$0.000 invoices
Open Invoices: 0
Paid Invoices Entered: 0
Disputed / On Hold Open: 0
Accounts with Open Balance: 0
Follow-Up & Attention
Customer / Fleet Account Summary
| Customer / Account | Fleet / Commercial | Open Invoices | Current | 1–30 | 31–60 | 61–90 | 91+ | Outstanding | Past Due | Follow-Up |
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A/R Aging Detail
| Customer / Account | Fleet / Commercial | Invoice # | Job / RO | Vehicle / Unit | Invoice Date | Due Date | Days Past Due | Original Amount | Payments / Credits | Balance Due | Aging | Last Payment | Last Contact | Next Follow-Up | Disputed / On Hold | Notes |
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Aging is calculated only from the invoice, due date, payment / credit, and As of Date values entered here. Disputed / On Hold balances remain included in receivables and aging. This tool does not predict collection probability, determine creditworthiness, calculate late fees, recommend legal action, or decide whether an invoice should be written off.