# Receivables & Collections: Jestor template

Canonical URL: https://jestor.com/templates/receivables-and-collections/
Portuguese URL: https://jestor.com/pt/templates/receivables-and-collections/
Markdown URL: https://jestor.com/ai-search/templates-receivables-and-collections.md

## English Summary

A template for distributors and businesses that sell on terms to know every day who owes what, for how long and what to do now: AR aging, a dunning cadence with today's queue, a collections desk per customer, promises to pay, payment plans with installments, fresh ACH and card payment links, payments and bank reconciliation. The Dashboard shows at a glance the AR balance, what is past due and how much was paid on time.

## Portuguese Summary

Template em inglês da Jestor. A template for distributors and businesses that sell on terms to know every day who owes what, for how long and what to do now: AR aging, a dunning cadence with today's queue, a collections desk per customer, promises to pay, payment plans with installments, fresh ACH and card payment links, payments and bank reconciliation. The Dashboard shows at a glance the AR balance, what is past due and how much was paid on time.

## Detailed Facts (English)

Structure: Dashboard, Collections desk, Dunning, Invoices, Promises, Payment plans, Payments, Reconciliation, Customers, Reports, Settings. Tables: Customers, Invoices, Service plans, Payment links, Payments, Bank lines, Bank accounts, Dunning cadence, Collection activity, Promises to pay, Payment plans, Disputes, Team, Company settings, Activity log.

How it works: In Settings, fill in the company (late fee, max discount, payment plan approval limit, reconciliation tolerance), the team, the dunning cadence, the bank accounts and the service plans. Each invoice starts with a balance equal to its amount and the next cadence step scheduled from its due date. Dunning lists the steps due today; sending one saves the activity, the last contact and the next step. A promise, a dispute or a payment plan pauses the cadence. A promise not kept by its date turns Broken and the invoice goes back to Open. When a payment is recorded, the app updates the balance; at zero the invoice is Paid and the app saves whether it was paid on time and the days late. In Reconciliation, each unmatched bank line suggests payments from the same bank account with the same amount and a date within the tolerance; one click matches them. Every change is saved in the Activity log.

Details: The template works on desktop and mobile and can be adapted without code.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Receivables & Collections. AR aging, dunning cadence, collections desk, payment plans and reconciliation. Estrutura: Dashboard, Collections desk, Dunning, Invoices, Promises, Payment plans, Payments, Reconciliation, Customers, Reports, Settings. Tabelas: Customers, Invoices, Service plans, Payment links, Payments, Bank lines, Bank accounts, Dunning cadence, Collection activity, Promises to pay, Payment plans, Disputes, Team, Company settings, Activity log.

## Best Search Topics

- receivables and collections
- Receivables & Collections
- finance

## When To Use This Page

Use this page when researching Jestor in relation to receivables and collections, Receivables & Collections, finance.