Worksheet

Retailer collections tracker

A one-page tracker with a row per retailer. Columns: party name, city and state, oldest unpaid invoice, balance, days overdue, last call date, caller, promise date, promised amount, outcome and next action date. A header block lists the weekly review time and the escalation rule for broken promises.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Chasing out of state retailer dues: phone, Tally or software”, www.gullysystem.com/blog/chasing-out-of-state-retailer-dues-phone-tally-or-software