Debtor follow-up tracker
Every overdue invoice tracked through the 7 / 14 / 30 / 45 escalation ladder-who owns each step, what was promised, and what happens next. Includes worked example rows and a stage reference.
Download tracker (CSV)FREE TOOLS & TEMPLATES
Practical credit control, free to use
Calculators and working templates you can use today-no email, no sign-up, no strings. If they show you a problem worth fixing, you know where to find us.
No email required
Works in Excel or Sheets
Built for NZ SMEs
CALCULATORS
Work out your number
Most owners have never calculated what late payment actually costs them. This takes under a minute.
TEMPLATES
Download and use
Spreadsheet templates that put the process on paper. Open them in Excel, Google Sheets, or Numbers and make them yours.
Credit control health checklist
Twenty-one checks across vetting, terms of trade, invoicing, follow-up, and measurement. Score each one Yes / No / Partly-anything that isn’t a clear Yes is somewhere your cash is leaking.
Download checklist (CSV)Free to use and share. General guidance only, not legal advice-your terms of trade should be drafted by a lawyer.
Found something worth fixing?
The AR Health Check does properly what these tools hint at: a one-week, fixed-fee, read-only Xero diagnostic with a prioritised 90-day action list.