The weekly AR aging checklist
A 20-minute routine for your aging report, a follow-up schedule from day 1 to day 90, and the reminder emails to send at each step. Free and printable.
What’s inside
- A 20-minute weekly routine, step by step, with how long each step should take.
- What to look at in the aging report: the handful of numbers worth writing down every week, and what a bad trend looks like.
- A follow-up schedule for invoices 1, 7, 14, 30, 45, 60 and 90 days past due.
- Seven ready-to-copy reminder emails, one for each stage, from friendly to firm.
- How to handle disputes and short pays without letting the rest of the invoice stall.
- When to stop chasing and escalate, and the options you have when you do.
- A one-page tracker to print and fill in each week.
Who it’s for
Owners, office managers and bookkeepers at US small businesses who send invoices on terms (net 15, net 30 and so on) and don’t have a full-time person chasing them. If you open the aging report, sigh and close it again, this is for you.
Rather not do it yourself? Dull is a done-for-you service, not software. We can run this routine for you.
Get the checklist
Free. It opens on this page as soon as you send the form.
Thanks, it’s yours.
Open it now, then print it or save it as a PDF.
Open the AR aging checklistWould rather someone else ran this every week? Book a 15-minute call and we’ll tell you honestly whether Dull can take it on.
Frequently asked questions
Is the checklist really free?
Yes. Leave your name and email and the full checklist opens on the page straight away. You can print it or save it as a PDF. There's nothing to buy.
Does it work with QuickBooks, Xero or other software?
Yes. The routine works from any accounting system that can run an AR aging report, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite and Sage. It's a routine and a set of email scripts, not software.
Can Dull run this routine for me?
Yes. Dull is a done-for-you service, not software. We send the reminders, match payments and keep notes in your own accounting system, and a person checks the work. It's a flat monthly fee, quoted on a 15-minute call, month to month. Book a call.