Keep overdue invoices, customer notes and reviewed reminders in one workspace. Start with Xero, FreeAgent or a CSV.
Each week: open the ranked plan, review the next reminder, send a test if needed, then approve the schedule.
- Read-only Xero or FreeAgent connection, or repeat CSV imports
- Persistent debtor dashboard with promises and notes
- Personal Outlook.com or Hotmail reminders after explicit activation
- Polite, straightforward, firm or saved custom wording
- Edit each one-customer reminder before it is queued
- Payment, reply and bounce checks stop queued reminders
- Team shares debtor records, notes, previews and history with invited members
Sending stays off until you connect a mailbox, review the schedule and activate it. Personal Outlook.com and Hotmail mailboxes are available to customers. Managed Microsoft 365 work accounts and Gmail are not generally available yet.