1. Export from Xero.
Use the aged receivables / aged debtors report and export to CSV. Keep customer, invoice number, due date, and outstanding amount.
Xero export assistant
Use a Xero aged receivables export with SHVL.
Export aged receivables or aged debtors from Xero, upload the CSV to SHVL, run the free health check, then generate the paid chase-pack ZIP: editable Word letters, email drafts, an Excel statutory-interest log, and README.
2. Check the CSV.
Run the health check, risk sorter, or cadence planner before spending money on the chase pack.
3. Generate the pack.
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.
Use Xero without exporting each month.
The recurring credit-control workspace reads overdue invoices from Xero, keeps sending off until you activate it, and starts at £19 per month after a 30-day 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