Looking for Freelance Account Receivable Manager Templates to download? See the main templates that a Freelance Account Receivable Manager would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Account Receivable Manager role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Account Receivable Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Invoice Template
2. Payment Receipt Template
3. Accounts Receivable Aging Report Template
4. Collection Letter Template
5. Credit Memo Template
6. Cash Flow Projection Template
7. Customer Statement Template
8. Bad Debt Write-off Template
9. Sales Report Template
10. Monthly Financial Summary Template
Reports are often prepared by a Freelance Account Receivable Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Aging Report
2. Cash Receipts Report
3. Bad Debt Report
4. Collection Activity Report
5. Customer Statement Report
6. Sales Report
7. Credit Memo Report
8. Invoice Aging Report
9. Payment Reconciliation Report
10. Delinquency Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Account Receivable Manager does and how they do it.
1. Invoice Generation SOP
2. Payment Processing SOP
3. Credit Check SOP
4. Collections SOP
5. Account Reconciliation SOP
6. Dispute Resolution SOP
7. Aging Report Analysis SOP
8. Bad Debt Write-off SOP
9. Customer Communication SOP
10. Month-end Closing SOP
Freelance Account Receivable Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Performance Report
2. Accounts Receivable Aging Analysis
3. Cash Flow Projection Presentation
4. Client Payment History Review
5. Bad Debt Analysis and Recovery Strategies
There are several key times when a Freelance Account Receivable Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Invoice Template
2. Payment Reminder Template
3. Collection Letter Template
4. Credit Application Template
5. Debt Settlement Agreement Template
Health & Safety templates for a Freelance Account Receivable Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template
Setting up Freelance Account Receivable Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Payment Due Date Calendar
3. Client Meeting Calendar
4. Invoice Generation Calendar
5. Follow-up and Collection Calendar
Several types of Freelance Account Receivable Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Late Payment Reminder Invoice
3. Credit Memo Invoice
4. Prepayment Invoice
5. Final Payment Invoice
For a Freelance Account Receivable Manager to get insights related to the work they do, they need to send out Freelance Account Receivable Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Payment Collection Survey
3. Invoice Accuracy Survey
4. Credit Limit Evaluation Survey
5. Collection Process Improvement Survey
Having premade Freelance Account Receivable Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Team Performance Review
2. Client Billing and Collections Meeting
3. Accounts Receivable Aging Analysis
4. Cash Flow Forecasting and Planning
5. Credit Risk Assessment and Mitigation
To manage finances well, a Freelance Account Receivable Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Debt Repayment Plan
4. Savings Goal Tracker
5. Client Invoicing Template
Dashboards are a useful way for a Freelance Account Receivable Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Revenue Dashboard
2. Aging Accounts Receivable Dashboard
3. Cash Flow Analysis Dashboard
4. Customer Payment Performance Dashboard
5. Collection Efficiency Dashboard
For bidding or requesting work, a Freelance Account Receivable Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Client Invoice Proposal
2. Debt Collection Strategy Proposal
3. Credit Policy Review Proposal
4. Cash Flow Improvement Proposal
5. Bad Debt Write-Off Proposal
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Account Receivable Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
