Monthly chasing

Monthly aged-debtors chasing without rebuilding the pack every time.

Start with a £4 pack. If you export a fresh aged-debtors CSV every month, the repeat-run workflow creates the same chase-pack ZIP: editable Word letters, email drafts, an Excel statutory-interest log, and README. Sender details, sign-off, and logo are saved in this browser, so the next run starts with the upload.

Same output, every month.

Run the same £4 CSV-to-ZIP workflow whenever a fresh ledger lands. Each pack contains the same reviewable document set.

CSV-first.

No Xero connection is needed. Export aged receivables from Xero, QuickBooks, or Sage, and upload the CSV.

Recurring credit control keeps each chase in one workspace.

Keep saved history, use a read-only Xero connection or repeat CSV imports, and review reminders from your Outlook.com or Hotmail mailbox. It starts at £19 per month after a 30-day trial.

A simple monthly credit-control routine.

  1. Export the latest aged-debtors report from your accounts tool.
  2. Run the free health check to confirm overdue value, ageing bands, and missing contact data.
  3. Generate the chase pack when the batch is worth acting on.
  4. Review the Word letters, email drafts, statutory-interest log, and README before sending anything.
  5. Record payment promises, then repeat with a fresh CSV next month.

Chase this month's ledger now.

Each £4 chase pack produces editable letters, email drafts, an Excel calculation log, and a README for manual review. Use a fresh CSV whenever the ledger changes.

Generate chase pack