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AR Management Resources

From a demand letter, dunning letter or past due letter to collection call scripts, get every free template you need below.

Unsure how to use these? Check out our Extending Payment Terms and Managing Late Paying Customers bootcamps to see when & how to use these documents!


Collection Letter Templates

It is best to start with a reminder letter when pursuing your late paying customer because it is not intrusive. It is a good way to remind customers of what they might have missed and keep them informed without leaving any bad taste. Check out the sample dunning letters we have found to be the most effective.

Action Plan for Common Late Payer Responses

It can be really frustrating to see your customers come up with all sorts of excuses not to pay you back on time. Download our Action Plan for Common Late Payer Responses which gives you appropriate answers to use in a demand letter or collection call to combat common late paying excuses.

Collection Call Scripts

Not sure how to make a collection call? Use these collection call scripts to make your receivables performance management more successful.

AR Management Platform

Wish you could get a little bit more organized with your Accounts Receivable? Struggling to stay on top of your customer communication history? Does following up to collect on past due invoices take forever? If so, The FG Receivables Manager is definitely for you! Your first month is FREE!

Communication Strategies for The Most Common Types of Delinquent Customers

You’ll be more successful collecting payment from delinquent customers if you have a prepared response to some of the most common excuses or reasons for delays in payment. Here are the most effective communication strategies for the most common types of delinquent customers.

How To Create Invoices That Increase the Likelihood of On Time Payment

An optimized invoice can discourage late payments. The wording, layout and color of your invoices can all encourage on time payment. It’s also important to make sure you invoice has all the necessary information to prevent any delays in payment processing. Here are the best practices for creating an invoice that encourages on time payment.

Collection Agency Due Diligence List

Did your dunning letter not work? Maybe it's time to go to collections. Choosing the right collections agency can be very difficult. There are thousands of agencies out there, and many of them are non-licensed, too aggressive and not professional. Use our sample due diligence list to guide you when selecting a collection agency.

Credit Log Book

Print and use our Credit Log Book in all your customer interactions. Make a habit of taking notes of your calls and conversations with customers. Use it as a reference in the future. Being able to quote exactly what a customer said is a huge advantage and will give you the upper hand in any future issues.

Sample Credit Process List

Being systematic is key. By developing a credit process that has identifiable steps from beginning to end, you are not only making the entire process much easier for yourself, but also for your customers. Print our Sample Credit Process List to come up with your own credit process. The simplest way to get organized is from the very beginning.

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