For UK businesses and finance teams
Know which overdue invoice to chase.
See which customer needs attention, keep the reason beside the invoice and review every reminder before it leaves your mailbox.
This page is for the business collecting its own invoices. Accountants managing separate client organisations can use the accountant workflow.
Fictional product demoThis week's collection plan
4 need attention
01
Review reminderNorthwind Ltd
Due today£4,200Review02
Resolve missing purchase orderHarlow Print Co
Blocked£5,880Resolve03
Check payment promiseEllison Bookkeeping
Date passed£1,820Check04
Add customer emailMaple & Stone Architects
Missing£1,040AddKnow why each invoice is waiting.
Customer recordPayment blockers
Owner and next action01
Purchase order missingOwner: Project lead
OpenTodayReview02
Invoice disputedOwner: Finance
Paused2 filesOpen03
Portal submission neededOwner: Accounts
WaitingFridayOpenCustomer recordCollection history
Recorded events01
Invoice became overdueAccounting record
12 Aug£4,200View02
Reminder accepted by providerDelivery tracked separately
19 AugEmailView03
Payment promise recordedCustomer said Friday
22 AugPromiseViewConnect the invoice records you already use.
One business workspaceInvoice data
Read-only connections01
XeroCustomers, invoices and recorded payment state
Read-onlySyncConnect02
QuickBooksCustomers, invoices and recorded payment state
Read-onlySyncConnect03
FreeAgentCustomers, invoices and recorded payment state
Read-onlySyncConnect04
Aged-debtors CSVImport a fresh export when you need it
ManualImportUploadStart with your overdue invoice list.
Use the 30-day no-card trial for a recurring workspace. If you only need editable files from one CSV, the one-off chase pack costs £4.
Business-to-business invoices only. Review every message before sending.