1. Export.
Pull the overdue invoice list from your accounting system or spreadsheet.
Credit-control workflow
A simple credit-control workflow for small UK businesses.
Use the same monthly rhythm: export aged debtors, check disputed rows, calculate what can be claimed, prepare drafts, review, then send from your own mailbox.
2. Segment.
Separate straightforward overdue debts from disputes, sensitive customers, and recent payments.
3. Generate.
Create reviewable Word letters, email drafts, Excel log, and README from the CSV.
Why the workflow is review-first.
Credit control needs judgement. A tool can prepare the pack, but it should not decide that a sensitive account gets a final notice or that a disputed invoice is treated as straightforward debt.
SHVL keeps the useful automation at the drafting and calculation stage. Your team reviews and sends.
Try the workflow with sample data.
Upload the sample CSV and preview the count, value, and estimated statutory claim before buying.
Upload CSV and preview