A weekly credit-control workspace for overdue client invoices.

Connect one Xero or FreeAgent organisation read-only, or import an aged debtors CSV. SHVL ranks the next collection actions, keeps notes and promises beside each customer, and sends only the personal Outlook.com or Hotmail reminders you review.

No API keys. Nothing sends until you connect a mailbox, review the wording and activate the schedule.

Start 30-day trial See pricing Use free calculator

Read-only

connect one Xero or FreeAgent organisation, or import a client CSV

Weekly

see the five client debtors that need attention first

Reviewed

edit each reminder and send a test to yourself before activation

Run each client chase from one reviewed workspace.

1. Connect or import

Connect one Xero or FreeAgent organisation read-only, or import the client's aged-debtors CSV. Work with one client organisation at a time. No API keys are required.

Xero or FreeAgentCSV available

2. Review the weekly plan

SHVL ranks the five debtors that need attention first, including failed sends, missing emails, missed promises and due actions.

Five next actionsClient notes

3. Review one reminder

Check the recipient, balance and wording. Edit the subject and body, then send the exact reminder to yourself as a test.

EditableTest to yourself

4. Activate when ready

Connect a personal Outlook.com or Hotmail mailbox and activate the reviewed schedule. Managed Microsoft 365 work accounts are not supported yet. Payment, reply and bounce checks run before delivery.

Sending off by defaultSafety checks

Need editable files for one client instead? The £4 chase pack produces Word letters, email drafts and an Excel calculation log without a subscription.

What you can show a client before buying.

Recurring workspace

See the weekly plan with sample data

Review fictional debtors, next actions and reminder wording without connecting a client or creating an account.

Read-only demo · no sign-in · nothing sendable

Sample input

Sample aged-debtors CSV

Use example debtor rows to test the free tools and preview the kind of batch SHVL expects.

Debtor · due date · outstanding amount

Client summary

Client overdue summary tool

Turn a CSV into a plain-English client review summary before drafting letters.

Summary · approvals · next action

Files-only option

Sample chase pack ZIP

Open the Word letters, email drafts, Excel calculation log and README before using a real client ledger.

Word · EML · Excel · README

Run the weekly chase from one reviewed workspace.

Start with Xero, FreeAgent or CSV, connect a personal Outlook.com or Hotmail mailbox, edit a reminder and send a test to yourself before activating anything. The trial lasts 30 days with no card, then Solo is £19 or Team is £29 per month.

Start 30-day trial Use the £4 files-only pack

Templates and calculations only, not legal advice. Letters should be reviewed before sending.