Finance template

Accounts receivable

Monitor invoicing, payment terms, overdue aging, customer segments, regions, and collection ownership.

Expected CSV columns

Your sample CSV and each later actual CSV use these column names.

customer
invoice
invoice_date
due_date
payment_terms_days
amount
status
days_overdue
overdue_range
region
customer_segment
collection_owner

Live example

Built from the sample CSV below - filter it, sort it, open records.

Open full screen Download the sample CSV How it was designed

Test it on your computer first

Buying gets you a template built from your own CSV, but the exported file itself works the same way every time. Download a real sample dashboard and its CSV below and open them on your machine before you buy - if it renders here, your purchased template will too. The HTML file needs that CSV to test reloading it; it isn't a standalone file on its own.

HTMLStandardSharper charts at any zoomRecommended for normal browsers HTMLCorporate-compatibleSimpler, more compatible chartsRecommended for locked-down browsers CSVSample dataData used in the live example above