Connect to Xero
Import invoice payments from your own Xero organisation. Review suggested matches, link existing receipts and confirm payments before balances change.
Less scattered chasing.
More joined-up credit control.
Give your team a shared process, and your clients a clear place to respond.
Know who owes what
Report on client and billed-company balances, overdue ageing, disputes, payments and collection stages. Filter by account, invoice dates and work category.
Reports you can share
Download spreadsheet-ready CSVs and printable PDFs, or email a report to your signed-in address. Every report follows your account permissions.
Less retyping
Drag in invoice files, review the extracted details and confirm the right client account.
Consistent reminders
Follow an agreed reminder schedule with escalating language, pauses and company review before legal escalation.
Telephone follow-up
See which calls are due, use helpful prompts and record the outcome on the invoice. Keep track of missed calls.
Evidence beside the invoice
Keep purchase orders, work reports and accepted variations where the team and authorised clients can find them.
Conversations with context
Discuss each invoice in its own thread. Keep internal notes separate from the messages your clients see.
Recurring work, organised
Set up recurring invoices for agreed services, with preview, payment terms and a pause control.
CONFIDENCE AT EVERY STEPThe right access.
The right access.
The right oversight.
Each account signs in with email verification and an authenticator app. Recovery codes provide a way back if the phone is unavailable.
- Separate company workspaces and client invoice access.
- Client previews with a clear return to administrator view.
- Disputes pause chasing while the company reviews them.
- Payment reports wait for receipt confirmation.
- Legal escalation requires review; court claims are not filed automatically.
KEEP CASH-FLOW CONVERSATIONS MOVING
Make it easier to agree the next step.
Show your bank details, record part payments and review standing-order requests. The portal tracks the agreement; the client sets up the standing order with their bank.