Worksheet

Overdue customer diagnosis sheet

One page, one row per overdue customer. Columns cover the oldest open invoice date, days overdue, average days late over twelve months and the count of disputed lines per account. Two tick columns record whether proof of delivery and a credit limit exist on file, followed by a cause code: habit, dispute, proof or limit. Last come owner and rule changed.

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 “Why the same customers are always overdue and what the ledger shows”, www.gullysystem.com/blog/why-the-same-customers-are-always-overdue-and-what-the-ledger-shows