The Statement of Outstanding Invoices is a critical business document used when a formal record of unpaid invoices needs to be presented to a debtor. This document type is particularly important in Canadian business operations where it must comply with federal and provincial regulations regarding commercial transactions, debt collection, and tax reporting. The statement typically includes comprehensive details of all unpaid invoices, including invoice numbers, dates, amounts, applicable taxes (GST/HST), and any accrued interest. It serves multiple purposes: as a formal payment request, a record for accounting purposes, and potentially as supporting documentation for legal proceedings if payment collection becomes necessary. The document should be prepared in accordance with Canadian accounting standards and may be used in conjunction with collection efforts or as part of regular accounts receivable management.
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1. Header Information: Company letterhead, date, reference number, and document title
2. Recipient Details: Full legal name and address of the debtor, including business registration number if applicable
3. Summary of Outstanding Amount: Total amount outstanding, including subtotal, applicable taxes, and interest charges if any
4. Invoice Details: Detailed list of all outstanding invoices, including invoice numbers, dates, original amounts, and current balances
5. Payment Terms: Current payment terms, due dates, and acceptable payment methods
6. Contact Information: Details of the accounts receivable department or person to contact regarding the outstanding amounts
1. Interest Calculation: Include when interest is being charged on overdue amounts, showing the calculation method and rates
2. Payment History: Include when there have been partial payments or payment attempts, showing transaction history
3. Dispute Resolution: Include when there are disputed amounts or when establishing formal procedures for resolving disagreements
4. Collection Warning: Include when the account is severely overdue and collection action is being considered
5. Payment Plan Options: Include when offering installment payment options or willing to negotiate payment terms
1. Schedule A - Detailed Invoice Listing: Comprehensive list of all outstanding invoices with full transaction details
2. Schedule B - Interest Calculations: Detailed breakdown of interest calculations for each overdue invoice
3. Schedule C - Payment History: Complete history of all payments received and credits applied
4. Appendix 1 - Copy of Original Invoices: Copies of all referenced outstanding invoices
5. Appendix 2 - Relevant Correspondence: Copies of previous payment requests or relevant communications regarding the outstanding amounts
Relevant legal definitions
Outstanding Balance
Due Date
Interest Rate
Payment Terms
Original Invoice
GST/HST
Late Payment Fee
Credit Terms
Payment Period
Business Day
Statement Date
Creditor
Debtor
Invoice Number
Past Due Amount
Collection Costs
Default Interest
Payment Method
Applicable Taxes
Currency
Reference Number
Settlement Date
Early Payment Discount
Authorized Representative
Partial Payment
Due Date
Interest Rate
Payment Terms
Original Invoice
GST/HST
Late Payment Fee
Credit Terms
Payment Period
Business Day
Statement Date
Creditor
Debtor
Invoice Number
Past Due Amount
Collection Costs
Default Interest
Payment Method
Applicable Taxes
Currency
Reference Number
Settlement Date
Early Payment Discount
Authorized Representative
Partial Payment
Clauses
Relevant Industries
Retail
Manufacturing
Professional Services
Construction
Technology
Healthcare
Wholesale Distribution
Transportation and Logistics
Financial Services
Real Estate
Consulting
Agriculture
Energy
Education
Telecommunications
Relevant Teams
Accounts Receivable
Finance
Accounting
Credit Control
Collections
Treasury
Legal
Customer Service
Sales Administration
Revenue Operations
Relevant Roles
Accounts Receivable Manager
Credit Controller
Financial Controller
Accounting Manager
Collections Specialist
Finance Director
Accounts Receivable Clerk
Credit Manager
Chief Financial Officer
Bookkeeper
Financial Analyst
Treasury Manager
Business Operations Manager
Billing Coordinator
Revenue Cycle Manager
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