For accountants.
Ask the client for one aged-debtors export, clean it into this template, then generate a pack they can review.
Aged debtors CSV template
Download the aged-debtors CSV template before you chase.
Use this free template to structure overdue B2B invoice rows for a bookkeeper, accountant, finance manager, or credit-control owner. You can upload the sample to SHVL and preview the pack.
CSV columns SHVL can read.
| Column | Use | Example |
|---|---|---|
| customer_name | Names the debtor in letters and emails. | Acme Supplies Ltd |
| customer_email | Prefills the `.eml` draft recipient. | accounts@example.com |
| invoice_number | Identifies the debt being chased. | INV-1042 |
| invoice_date | Supports the timeline in the letter. | 2026-03-01 |
| due_date | Used for days-overdue and interest calculations. | 2026-03-31 |
| amount_due | Outstanding principal to calculate from. | 1800.00 |
| notes | Optional reviewer context. | Reminder sent 15 May |
For bookkeepers.
Standardise messy debtor lists before deciding which invoices need a polite reminder or final notice.
For credit control.
Keep the input consistent so the output can be checked quickly: letters, email drafts, log, and README.
Check the CSV before you make the pack.
Run the free health check to see ageing bands, overdue totals, estimated statutory interest, and priority actions before checkout.
Run free health check