Know which invoices
need chasing.
Connect your client’s Xero, QuickBooks or FreeAgent read-only. Check overdue invoices, payment promises and queries before sending a reminder.
30 days free, no card required. One client workspace.
Connecting accounts never starts sending.
Five overdue invoices.
Four different next steps.
Northbank is a fictional client. These examples use sample data, not a live accounting connection or customer results.
Check payments,
promises and queries.
Accounting data gives you the balance. Recorded promises and queries help explain what to do next.
Open the demo and choose “Review” for Northwind. No sign-in, accounting connection or spreadsheet is needed to explore it.
| Customer and invoice | Outstanding | Customer status | Next action |
|---|---|---|---|
| Northwind Ltd INV-2041 / INV-2078 | £4,200 | Two overdue invoices. Reminder ready for review. | Check payment status, recipient and wording before approval. |
| Harlow Print Co INV-2062 | £5,880 | Query open. Chasing paused. | Resolve the query with the project lead before approving a reminder. |
| Ellison Bookkeeping INV-1984 | £1,820 | The promised payment date has passed. | Reminders are paused in this example. Check whether payment has arrived before chasing again. |
| Maple & Stone Architects | £1,040 | Customer email missing. | Confirm the accounts email before a reminder can be sent. |
An invoice balance alone does not confirm that payment is still outstanding.
Review the reminder before sending
Example reminder for Northwind’s two invoices. Nothing has been sent.
Hello Northwind team,
Our records show £4,200 outstanding across invoices INV-2041 and INV-2078. Could you confirm their payment status?
If you have already paid, please share the payment date and reference so we can check before following up.
Kind regards,
Northbank Studio Ltd
After syncing the client’s accounts, review their payment status and recorded updates. Sending needs a connected mailbox and an activated schedule; the default review mode requires approval of each due reminder.
Connect accounts.
Review reminders.
Connect one client
Start your trial, name the client workspace and approve read-only access. Sync invoices from Xero, QuickBooks or FreeAgent.
Check before chasing
Check the balance, payment promises and any queries before approving a reminder.
Track payment promises and queries.
Keep each client’s invoices, payment promises and queries together. Sync their accounts to update balances before reviewing reminders.
Solo is £19 a month for one owner and one client workspace, after a 30-day no-card trial. Team is £29 a month for up to five people in one workspace. Practice access for several client organisations is quoted and enabled separately.
Working from a spreadsheet?
You can import a CSV if you cannot connect the client’s accounting software. You can also create a free client overdue summary without an account. The summary reads your file in the browser and does not upload it or import it into a workspace.