MF-05
Invoice & Receivables Tracker (Solo/Small)
Keep issued invoices, payments, and follow-up actions in one visible record. — method, worked example, fillable working sheet, and closeout.
What’s free
A four-page tool: method with worked example, fillable receivables tracker, and closeout. Direct download — no email gate. It does not create payment terms or collection rights.
How to use this week
1) List issued invoices, not quotes. 2) Confirm each invoice reached the agreed recipient. 3) Record payments and the outstanding balance. 4) Set the next follow-up and owner for every open invoice.
Direct downloads
No email gate. Files download immediately.
For personal or internal business operations use. Not for resale. Not professional financial, tax, medical, or investment advice.
First-step files are short staging artifacts. AFI Ops may replace them with approved binaries before any production release.
Deeper pathways
Small-Business Operations System and Project Rescue are the pathways when receivables sit inside a weekly cadence or a troubled job. No prices; contact AFI.
Related solutions
- Project Rescue — Stabilize an at-risk project with scope, issues, and decision control restored.
- Small-Business Operations System — Build a complete small-business operating cadence across money, offers, and delivery.
Need help putting this in place?
Contact AFI to talk through fit. No prices are listed here.
Contact us