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Accounts Receivable Ledger Template

Track money owed by customers. Monitor invoices issued, payments received, and overdue amounts.

Download Free Template Free download, no signup required

File format: .xlsx (Microsoft Excel, Google Sheets, LibreOffice compatible)

What is it?

What is an Accounts Receivable Ledger?

An Accounts Receivable (A/R) Ledger tracks money your customers owe you. Every invoice you issue on credit gets recorded here, along with payments received and amounts still outstanding. It shows who owes what, how long they have owed it, and which invoices are becoming a problem — essential for managing cash flow and chasing payments.

Common use cases:

  • Tracking invoices issued to customers who pay on credit terms
  • Recording customer payments as they come in
  • Identifying overdue invoices that need chasing
  • Calculating total money owed to you at any point in time
  • Producing an ageing report for your accountant or bank

When to use this template

  • You issue invoices and customers pay later (30, 60, or 90-day terms)
  • You need to know who owes you money and how much
  • You want to chase late payments systematically
  • You need to report receivables for loan applications or year-end accounts
What's included

What Your Template Contains

Everything you need, pre-built and ready to use. Just enter your data in the blue cells.

Per-Customer Invoice Tracking

Record every invoice by customer with invoice number, date, amount, and due date. See the full history per client.

Payment Recording

Log partial and full payments against each invoice. The template shows the remaining balance automatically.

Days Overdue Calculation

Auto-calculates how many days each invoice is overdue. No manual counting — the template does it from the due date.

Aging Summary (30/60/90 Days)

See total receivables broken down by how overdue they are. Critical for cash flow forecasting and credit control.

Total Receivables Dashboard

Instant view of total money owed, total overdue, and total within terms. Your cash position at a glance.

Notes for Chase Calls

Add notes per invoice: promised payment date, dispute details, or chase call history. No more relying on memory.

Benefits

How This Template Helps Your Business

Get Paid Faster

Businesses that track receivables systematically get paid 20-30% faster. You cannot chase what you do not know is overdue.

Protect Your Cash Flow

Unpaid invoices are the single biggest cause of small business cash flow problems. This template shows exactly where the risk is.

Professional Credit Control

Walk into any bank or accountant meeting with a professional ageing report. It signals that you run your business properly.

How to use

Get Started in Minutes

No accounting knowledge required. Follow these simple steps and you'll be tracking your finances in no time.

Download Template
1

Download the template and open in Excel or Google Sheets

2

Enter your business details and credit terms on the cover sheet

3

Each time you issue an invoice, add a row: customer, invoice number, date, amount, due date

4

When a payment comes in, record it against the invoice: date, amount, method

5

Review the ageing summary weekly to identify invoices needing chase calls

6

Use the notes column to record chase call outcomes and promised payment dates

FAQ

Frequently Asked Questions

Quick answers about this template

Ready to Get Started?

Download this free template and take control of your business finances today.

Free download, no email required. Works in Excel and Google Sheets.