VEGAS VALLEY COLLECTION SERVICE
BLANK ACCOUNT-UPDATE PLANNING TEMPLATE

This is a blank planning aid, not a client report, case study, recovery
result or preview of the client portal. Agree the actual reporting format,
frequency, fees, expenses and remittance terms in the service agreement.

Complete this in your own secure records. Use an internal reference;
do not put bank details, identity documents or sensitive debtor records
into a public enquiry form.

Report date: ____________________
Internal account reference: ____________________
Service: commercial / freight / judgment / other: ____________________

CURRENT OUTSTANDING BALANCE
Balance as of report date: ____________________
Payments and credits reconciled through: ____________________
Any disputed part of the balance: ____________________

ACCOUNT STATUS (use the relevant prompts)
Commercial: unpaid invoice, reason for non-payment, missing evidence.
Freight: load reference, contracting party, delivery evidence,
disputed accessorials, factoring or assignment question.
Judgment: court reference, renewal review, known assets,
exemptions or stays, authorized enforcement step.
Status: ____________________
Supporting record or open question: ____________________

LATEST COMPLETED ACTION
Action and date: ____________________
Documented outcome: ____________________
Do not record a planned action or promise to pay as a completed recovery.

NEXT STEP AND APPROVAL
Proposed action: ____________________
Responsible contact: ____________________
Review date: ____________________
Settlement or expense approval needed: ____________________
Approval received, from whom and when: ____________________

MONEY RECEIVED AND REMITTANCE
Reporting period: ____________________
Funds received in this period: ____________________
Collection fees in this period: ____________________
Approved expenses in this period: ____________________
Money remitted to client and date: ____________________
Unremitted funds and explanation: ____________________

Separate completed receipts from payment promises, and current
outstanding balance from the original amount placed. Record the dates
and explain differences rather than assuming receipts equal remittance.