Turn a Xero aged-debtors export into invoice-chasing drafts.
Export aged receivables or aged debtors from Xero, check the CSV, then create editable Word letters, email drafts and an Excel statutory-interest log. Every file stays reviewable and nothing is sent automatically.
1. Export from Xero.
Use the aged receivables or aged debtors report and export to CSV. Keep customer, invoice number, due date and outstanding amount.
2. Check the CSV.
Run the health check, risk sorter or cadence planner before spending money on the chase pack.
3. Generate the drafts.
The paid pack produces editable Word letters, openable email drafts, an Excel interest log and a README for manual review.
Columns to check before upload.
SHVL works best when the Xero CSV includes customer name, contact email, invoice number, invoice date or due date, outstanding amount, and any notes you want the reviewer to see. If the export uses different headings, the chase flow lets you map columns before checkout.
Keep disputed invoices out of the batch until someone has reviewed them. The output is a drafting pack, not legal advice, and nothing is sent automatically.
Xero reminders and SHVL credit control.
Xero has its own invoice-reminder settings. SHVL is for teams that need a separate weekly collection plan, customer notes, promises to pay and a review step before each reminder. Its recurring credit-control workspace reads overdue invoices from Xero, while reminder sending stays off until you activate it.
The 30-day trial does not require card details. Solo is £19 and Team is £29 per month after the trial.
Start 30-day trialStart with the export you already have.
The Xero CSV path proves the workflow before OAuth. Use the free health check first, then generate the paid chase pack when ready.
Run health checkGenerate chase pack