🟡 Intermediate 15 minintermediate path

Accounts Receivable: Getting Paid Faster

Accounts Receivable (AR) covers everything from invoicing customers to applying payments to writing off bad debt.

Learning objectives

  • Issue clean invoices customers pay quickly.
  • Age receivables and manage collections politely.

Step-by-step

1. The invoice

Every invoice needs a unique number, date, due date, itemized description, taxes, total, and remittance instructions. Ambiguity delays payment.

2. Terms

Net 15/30/60 sets the clock. Offer early-payment discounts (2/10 net 30) when cash matters more than margin.

3. Aging and collections

Weekly aging report. Friendly reminder at day 5 past due, second at day 15, phone call at day 30, escalation at day 60.

4. Write-offs and allowance

Uncollectible balances are written off against an allowance for doubtful accounts — protects the balance sheet from surprise losses.

Key takeaways

  • Issue clean invoices customers pay quickly.
  • Age receivables and manage collections politely.

Lesson complete

Nice work! Continue on to the next lesson.

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