diff --git a/handbook/finance/README.md b/handbook/finance/README.md
index b05c52bf3e..895e3b2200 100644
--- a/handbook/finance/README.md
+++ b/handbook/finance/README.md
@@ -197,12 +197,15 @@ For Fleet customers outside of the United States or instances where a customer i
 
 This reporting is performed to update the status of open or upcoming customer actions regarding the financial health of the opportunity. To complete the report:
 1. Check [SVB](https://connect.svb.com/#/) and [Brex](https://accounts.brex.com/login) for any recently received payments from customers and record them in SFDC.
-2. Go to this [report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001oc9Z2AQ/view) and this [report](https://fleetdm.lightning.force.com/lightning/o/Opportunity/list?filterName=00BUG000001Z3iP2AS) in SFDC.
-3. Copy the template below and paste it into the [#help-sales slack channel](https://fleetdm.slack.com/archives/C030A767HQV) and complete all "todos" using the data from SFDC before sending.
+2. Download the “Accounts receivable agings detail” [report](https://qbo.intuit.com/app/report/builder?rptId=sbg:73f15f2c-2671-4831-9f24-1faef280cfa2&type=system&token=AR_AGING_DET&previousRoute=standardreports&previousRouteText=Back%20to%20standard%20reports) from accounting system.
+3. Copy the template below and paste it into the [#help-sales slack channel](https://fleetdm.slack.com/archives/C030A767HQV) and complete all "todos" using the data from accounting system before sending.
 
 ```
 Weekly revenue report - [@`todo: CRO` and @`todo: CEO`]
-- Number accounts with outstanding balances = `todo`
+- Key summary on accounts receivables
+	- 90+ days past due: `todo`
+	- 31 - 60 days past due: `todo`
+	- 1 - 30 days past due: `todo`
 - Number of customers awaiting invoices = `todo`
 - Number of past-due renewals = `todo`
 ```
@@ -211,17 +214,16 @@ Weekly revenue report - [@`todo: CRO` and @`todo: CEO`]
 
 ```
 Hello,
-This is a reminder that you have a coming due balance due for your Fleet Device Management premium subscription.
-We have included the invoice here for your convenience.
-For payment instructions, please refer to your invoice and reach out to [Fleet's billing contact] with any questions.
+
+We are writing to follow-up on invoice [invoice number].
+Could you provide an update as to when payment could be expected? 
+Please reach out to [Fleet's billing contact] with any questions.
 
 Thanks,
 [name]
 ```
 
-5. If any accounts will become overdue within a week, reply in thread to the slack post, mention the opportunity owner of the account, and ask them to notify their contact that Fleet is still awaiting payment.
-6. If Finance is still awaiting a PO one week after the opportunity has been closed/won, reply to the thread in the Slack post, mention the CSM, and ask them to follow up with their customer contact.
-7. Review the [Accounts receivable](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001oc9Z2AQ/view) report in SFDC for customers on multiyear deals. For any customers due for invoicing within the next week, create an issue on the Finance board.
+5. If Finance is still awaiting a PO one week after the opportunity has been closed/won, reply to the thread in the Slack post, mention the CSM, and ask them to follow up with their customer contact.
 
 
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