1. Sort by age and value.
Start with high-value invoices in the oldest ageing bands. They usually need a firmer review than fresh invoices.
Aged debtors report
Aged debtors report: what it shows and how to chase it.
An aged debtors report is a list of unpaid customer invoices grouped by how long they have been outstanding. It helps a business decide which invoices need a reminder, query check, statutory-interest calculation, or final notice. SHVL uses the CSV version of that report to produce a reviewable chase-pack ZIP.
Why it matters for invoice chasing.
An aged debtors report turns credit control from memory into a queue. The oldest and largest overdue invoices can be reviewed first, while disputed rows can be held back.
SHVL uses an aged-debtors CSV as the input for a reviewable ZIP containing Word letters, email drafts, an Excel calculation log, and README. Nothing is sent automatically.
2. Separate disputes from missed payments.
Rows with queries, allocation notes, or part-payments need a different message from rows that are simply overdue.
3. Use the report as the CSV input.
Upload the aged-debtors CSV to preview totals before checkout, then download the reviewable pack if the batch is worth chasing.
Turn the aged debtors report into drafts.
SHVL creates editable Word letters, openable email drafts, an Excel statutory-interest log, and README from the CSV. You review the files and decide what to send.
Upload CSV and preview Open sample pack