Solo and Team
30-day trial
Review overdue invoices, payment promises and blocked cases in one queue. Start with Xero, QuickBooks, FreeAgent or an aged-debtors CSV.
Both include
- Reminders written for each customer, sent only after you approve them
- Payment promises that lapse automatically, blocker pauses and reminders cancelled when an invoice is paid
- Customer groups, plans suggested from payment history and repeat chasing until paid
- PDF statements, copied contacts and statutory late payment interest on reminders
- A short note before invoices fall due, for customers who usually pay on time
- Statements of account for every customer in one run
- A six-week cash view from each customer's payment history, against your Xero bills
- A monthly debtor report PDF for your accountant
- Deposit and upfront payment requests raised as Xero drafts
- A reply link in every reminder: customers say they have paid, give a date or raise a problem, and reminders pause
- A Monday summary email, a warning before invoicing a customer who already pays late, and days late before and since you started
- A dated collection record for each customer, to share with a solicitor, collections agency or small claims court
- Read-only Xero, QuickBooks or FreeAgent connection
- Today queue, Client record and repeat CSV imports
- SHVL CLI included with Solo and Team, with explicit workspace and Xero organisation context
- Live Xero Profit and Loss, Balance Sheet and Trial Balance reports on request
- Reviewed DRAFT invoices, quotes, supplier bills and purchase orders with typed confirmation
- Review before sending, with payment, reply and bounce safety checks where supported
Start 30-day trial
Open the fictional workspace →
Sending stays off until you connect a mailbox, review the schedule and activate it. Microsoft 365, Outlook.com, Hotmail and Gmail mailboxes are available to customers. Gmail uses send-only access.