SHVL Credit control
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Import aged debtors

Use one row per overdue invoice with customer, email, invoice number, due date and outstanding amount. Existing chase states and notes are kept.

Download the CSV template

Manual proposal

Compose proposal

Review the customer-ready proposal here, then download the HTML file and use your browser to print or save it as PDF. SHVL sends nothing.

Delivery is manual. Later edits in SHVL do not update copies you have already shared.

From

Customer

Line items
Add proposal details
The server derives the total from the line items.
Optional proposal details Reference, validity, summary and terms

Accepted proposal

Prepare invoice draft

Add the invoice facts SHVL cannot know. Accepted customer, service and price details stay fixed.

Commercial source
Accepted proposal
Nothing is sent or recorded in accounting software.

SHVL does not infer VAT. Mixed rates, reverse charge and special schemes should stay in your accounting software.

Draft only. Review the sequence, legal identity, supply details, tax and payment instructions before issuing it.

Accepted proposal

Prepare Xero invoice draft

Review the exact draft. SHVL will not authorise, email, mark sent or record payment.

Return the review

Import decisions

Choose the Decision CSV you exported above, open it in Excel, then fill in Review decision and any Reviewer note. SHVL updates case status, payment promises and notes only. It does not mark connected invoices paid or send reminders.

Use one of these decisions: Keep active, Pause chasing, Record promised payment or Mark disputed. Leave a row blank to skip it, or leave Reviewer note blank to keep the current case note.

Xero connection

Choose an organisation

Xero authorised more than one organisation. Choose the one this SHVL workspace should use.

Review before sending

Re-request unanswered items

Connect mailbox

Activation prepares the schedule. Each due reminder still waits for your exact review.

Final review

Activate reminders

Mailbox
Schedule
First action

Activation prepares the reminders but does not approve them. Each due message waits for your exact review. Payment, recipient, balance and mailbox checks run again before every delivery. Microsoft mailboxes are also checked for replies and bounces.

Connected calendar

Review calendar event

CalendarSHVL work
Event
Date
PrivacyPrivate, free in calendar

No attendees, email notifications, conferencing, customer email, invoice amount or mailbox content will be added. Existing calendar files remain available.

After your trial

Choose a plan

Your remaining trial time is kept. Stripe will collect a payment method and billing starts when the trial ends.

Team workspace

Members

Pending invitations

Workspace settings

Data controls

Disconnect providers from their status controls. Synced invoices and communication history stay in this workspace until you delete it.

Delete workspace

This permanently deletes the workspace, invoices, notes, provider tokens and communication history. An active SHVL subscription is cancelled first.

Review before sending

Reminder preview

From
To
Scheduled
Message

Edit the subject and message before sending. Sending stays locked until every safety check passes.

Safety checks

    Start with your invoices →

    Collection timeline

    Customer activity

    Payment promise

    Missed payment promise

    Record what the customer actually said. Until you do, this customer stays on the weekly plan.

    A new promise holds reminders again until that date. Leave it empty if there is no new date.

    Payment readiness

    Review payment blocker

    Choose what is true now. SHVL derives whether the invoices are ready to chase or what must be fixed first.

    Review a customer reply or payment promise

    Check that this reply belongs to this customer. Gmail replies must be pasted manually. Saving retains this text as evidence of your decision.

    Only enter a date the customer has promised. A payment promise holds chasing; an unresolved blocker must be resolved first.

    Saved billing requirements

    Keep the customer’s recurring submission rules here. Saving them does not contact the customer or change Xero.

    Derived resultNot reviewed

    Finish the unanswered checks before relying on this result.

    A recorded blocker pauses the case and cancels queued reminders. Clearing it does not resume chasing or send anything. Add a link to existing evidence if useful. SHVL does not store documents here.

    Save any changed blocker first. Review the recipient, wording and evidence before sending.

    Review blocker request

    Send this exact request from your connected mailbox, or download a draft for manual sending. The case stays paused. Gmail cannot track replies; paste any response into the case review.

    Only scanned, reviewed documents from this workspace are listed. Check that the selected document belongs to this customer and is suitable to share.

    Direct sends support one file up to 2 MB and use your monthly send allowance. Draft downloads support up to 5 MB. A send result means provider acceptance, not inbox delivery.