Accounts Receivable – Downloads

Document Locking Instructions for Forms

doc Invoice Form Instructions
xls Invoice Simple
doc Invoicing Aging Report Instructions
xls Invoice Aging Report
pdf Business Credit Check Guideline
doc Business Credit Check Instructions
doc Business Credit Application
doc Credit Reference Form
pdf Ways to Improve Collections
pdf Collection Phone Script
doc Escalating Collection Letter Templates



zip Accounts Receivable Downloads

Note, most forms included in this kit are meant to be “locked” which means they are designed to be completed electronically, not hand written. When the document is locked, if opened, the Tab key will take you to each gray box that needs to be completed. The boxes will expand as necessary.

After the forms are edited to fit your company (logo ect.) just follow the following instructions to lock. Once locked, you can tab easily from one field to another. To edit any form, just simply:

  • Go to “Review” Tab on the top toolbar
  • Hit the “Restrict Editing” Icon
  • Click the box under #2 – Editing Restrictions
  • In the drop box select “Filling in Forms”
  • Under #3, click “Yes start enforcing Protection”

It is a good idea to always have the protection on so the document keeps its integrity