30-day trial
Start with your overdue invoices.
Name a workspace for one business or client, then import an aged-debtors CSV to review your first reminder. You can connect accounting software later. Sending stays off.
Client portfolio
Fictional practice demo. Nothing is connected or sendable. Practice access is quoted separately from a one-business trial.
Add a client workspace
Today
0 itemsPractice totals
Your clients
Fictional product demo
Review the weekly plan, then open a reminder preview. Nothing here is connected or sendable. Every row in the weekly plan opens the surface that clears it, starting with the reminder that is due today. Start a trial when you are ready to use your own Xero, QuickBooks, FreeAgent or CSV data.Solo trial
Credit control
More
Finish setting up reminders
Connect your client’s accounts
Connect read-only accounting data to see overdue invoices and review the next reminder. You can review reminders before connecting a mailbox. Connecting accounts never starts sending.
Using a spreadsheet instead?
View setup steps
- 1Add invoice dataConnect read-only or import CSV.
- 2Review a reminderCheck the recipient and wording.
- 3Connect a mailboxNothing sends when it connects.
- 4Activate the scheduleSending starts only after review.
What we found in your accounts
Slowest payers
Customer replies
New invoices to late payers
Raised for customers who already owe you money that is overdue. Worth a word before doing more work.
Days late, before and since reminders
This week's collection plan
Failed sends and payment blockers first, followed by missing emails, promises, due actions and largest balances.
Export and calendar tools
Cash, next six weeks
Statements and reports
Month-end statements for every customer, the debtor report for your accountant and a short note before invoices fall due.
Deposit requests
Receivables overview Ageing, due receivables and collection movement
Connect Xero or QuickBooks and sync invoice history to calculate debtor days.
Receivables outlook
Outstanding invoices and recorded payment promises, not a cash-flow forecast.
Cash position plan
Add current cash and known outgoings to plan the next 90 days.
Balance movement
How the overdue balance has changed after daily imports and syncs.
Credit control
Manage accounting and mailbox connections, reminder timing and customer chase records.
Ready for repeat imports
Not connected
Read-only invoices, contacts and payment status. SHVL checks payment status again just before each reminder sends.
Solo workspace
Reminder schedule
Choose a wording preset, then edit the email template for each step. Changes save with the schedule.
Notes and reports
Mail that is not a reminder. It follows the same approval setting and never changes a customer's chase.
| Customer | Overdue | Invoices | Oldest due | Status | Promise date | Note |
|---|
No overdue invoices yet
Import an aged-debtors CSV with one row per overdue invoice. You can import a fresh export next month without losing your chase notes.
Client record
Review requests, plan work and keep this client's history together.
Client totals
Details and requests
Contacts, follow-ups, documents, deadlines and the client activity record.
Proposals and delivery
Move accepted work into the plan, keep recurring jobs visible and record completed time.
Cash planning
Review recorded receivables alongside explicit cash and outgoing assumptions.