ACCOUNTS RECEIVABLE: SAMPLE SCREENING SCORECARD
Outstaff Team | https://outstaffteam.com
Fictional exercise template. Not a completed candidate assessment.

Role / candidate reference / reviewer / date:
Required systems / communication requirements / approved policy:

PREPARE
Create a fictional aging report, receipt list and account notes containing:
- An overdue invoice and a disputed charge.
- A partial receipt.
- An unidentified payment.
Ask for a matching log, next-action list and one draft customer email.

ASSESS: demonstrated / partly demonstrated / not demonstrated
1. Records the amount matched to each invoice and any unapplied balance.
2. Checks credits, deductions and disputes before proposing follow-up.
3. Explains the owner and next action for an unidentified payment.
4. Writes an accurate, clear and respectful customer message.
5. Separates routine follow-up from refunds, write-offs and escalation.

For each assessment record: observation / evidence / follow-up question.
Still to verify: tool fluency / spoken English / availability.
Next step: interview / clarification / does not meet agreed criteria.

Use fictional data and your approved communication and credit policy.
Role guide: https://outstaffteam.com/roles/finance/accounts-receivable-specialist/