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Microlesson · 5-min read

Monitoring of Receivables — Ageing Schedule and Debt Collection Programme

## Monitoring of Receivables

Monitoring receivables means regularly tracking, evaluating, and managing the status of amounts due from customers to ensure timely collection and minimise bad debts and delays.

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## Key Steps in Monitoring

### Step 1: Average Age of Receivables (Average Collection Period)

$$\text{ACP} = \frac{\text{Average Receivables}}{\text{Daily Credit Sales}}$$

Compare actual ACP against the credit terms offered. If ACP > credit period, collection is lagging.

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### Step 2: Ageing Schedule

A table grouping outstanding receivables by how long they have been due.

Age BracketAmount (₹)% of TotalAction
0–30 daysNormal monitoring
31–60 daysSend reminder
61–90 daysFollow-up call
> 90 daysEscalate / legal notice

Purpose of the Ageing Schedule:

  • Compare across quarters to check if collection is improving over time.
  • Identify slow payers for targeted follow-up action.
  • Benchmark against industry/competitors for liquidity comparison.

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### Step 3: Debt Collection Programme

Systematic escalation process:

1. Monitor the status of all receivables regularly.

2. Notify customers as the due date approaches.

3. Email and phone reminders on the due date.

4. Remind customers of legal recourse for overdue accounts; follow the escalation matrix.

5. Legal action on persistently overdue accounts.

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## Collection Expenses vs Bad Debt Losses

There is an inverse (but non-linear) relationship:

  • Initial increases in collection spending produce only small reductions in bad debt losses.
  • After a threshold, additional spending yields diminishing returns.
  • Optimal spend = where marginal collection cost equals marginal reduction in bad debt.

Worked example

### Example 1

Ageing Schedule Example:

A firm with ₹5,00,000 in total receivables prepares the following:

AgeAmount (₹)%
0–30 days2,50,00050%
31–60 days1,50,00030%
61–90 days60,00012%
> 90 days40,0008%

Analysis: 20% of receivables (₹1,00,000) are overdue beyond 60 days. The firm should immediately escalate collection on these accounts. If the previous quarter's >60-day bucket was only 10%, collection has deteriorated — tighten the collection policy.

⚠️ Common exam mistakes

  • Treating ageing schedule as a one-time exercise — it must be prepared periodically (monthly or quarterly) to track trends.
  • Confusing average collection period with credit period — ACP measures actual collection behaviour, not the terms offered.
  • Jumping to legal action too quickly without following the escalation matrix, which can damage valuable customer relationships.
  • Thinking higher collection spending always reduces bad debts proportionally — the relationship is non-linear with diminishing returns.
Reference:
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