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BUSINESS ยท FREE WORKSHEET

Know what to follow up.
And what to leave alone.

See unpaid balances, keep disputes and payment promises visible, and prepare a reminder you can review. Nothing is sent.

Your follow-up plan

CONTAINS EXAMPLE DATA

USD only. No account, upload or automatic saving. Save a worksheet file to return to it later. Starting your own worksheet or resetting the example replaces the rows currently here.

Save your work or reopen a worksheet

Keep your entries in a file on your device. Reopening shows a preview before replacing anything. Files are not sent to our server.

Save or cancel unfinished invoice entries first. The file contains your invoice details in plain text; store it somewhere private. Limit: 128 KiB.

Add an invoice

Save or cancel an edit before generating reminders or exporting the plan.

What these numbers mean

Outstanding is the unpaid balance after recorded partial payments. Overdue means the due date is before the selected review date; due today is not overdue. Ready to review is overdue balance without a recorded dispute or an unexpired payment promise. These are overlapping views of the same invoices, not money recovered. A payment promise does not change the original due date.

Overpayments are flagged for allocation review and never reduce another invoice's balance. No fees, interest, credit scoring, legal notices or automatic collection actions are calculated. Up to 100 invoices, each from $0 to $9,999,999.99. Duplicate invoice IDs are rejected, including case variants. Enter already-agreed invoice totals; this tool does not calculate tax.

Entered payments must reflect the selected review date; this tool cannot reconstruct historical balances. Record only business invoice details you are authorized to use. There is no account synchronization, payment verification or collection service here. Downloaded files contain your entries and remain your responsibility. Reloading or closing this tab discards unsaved work. Use Save worksheet to download a copy you can reopen here; the follow-up report is a separate, non-editable export. Normal hosting access logs may exist; worksheet contents are not sent to the site's server. Privacy details.

A clear next step for each invoice.

The example has $2,450 overdue, but only $1,000 ready for reminder review. One invoice is disputed; another has an unexpired promise. That distinction prevents a blanket reminder from going to everyone.

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