Worksheet

Dealer balance review sheet

Each open order gets one line. Columns hold dealer, order number, order date, advance received, cheque status, returns credited, balance due, credit limit and age band, giving accounts every figure for the weekly call. The final column names the follow-up owner. A promised date sits beside it.

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 “Dealer and contractor balances hard to read: what to track”, www.gullysystem.com/blog/dealer-and-contractor-balances-hard-to-read-what-to-track