Features

Everything the chase needs. Nothing it doesn’t.

Import the books, run polite Workflows, open a customer portal on Growth+ — and stop the second anyone pays.

Invoice import & the invoice register

It starts with the books you already keep

Import CSV or XLSX today and PayBlah lays your overdue invoices out overdue-first — each with a “next action” column showing what happens next, not just what’s owed.

A home-office laptop showing PayBlah's connect-your-accounting screen

Xero, QuickBooks & Sage sync

Coming soon. Adapters are built in product; real OAuth goes live only after PayBlah apps are registered at each vendor. Not available as a live connector today.

Coming soon

Spreadsheet import

Upload CSV or Excel (XLSX) with a column-mapping wizard, downloadable examples, workspace currency, and preview before commit.

Every plan

Manual invoice entry

Add a one-off invoice — and a new customer — in a single top-to-bottom form, no detour.

Every plan

Duplicate detection & merge

Near-matches on name, phone or email are caught at import, so one customer never becomes three records. The same check will run on connector sync when that ships.

Every plan

Aged invoice register

An overdue-first list in six aging bands, filterable and searchable, with bulk enroll, pause and tag.

Every plan

Connection health alerts

When a books connection is live, a broken sync shows loudly above everything else. Accounting connectors themselves are coming soon — today the live path is CSV/XLSX or manual entry.

Every plan

Workflows & templates

Polite, persistent, and written before you needed it

A ready-made Workflow — a heads-up before the due date, then firmer steps at 3, 7, 14, 21 and 30 days — with every message pre-written, every word editable, and a preview that shows exactly what will send, and when, for any invoice.

app.payblah.com / workflows
Current PayBlah Workflows editor with steps, protections, and message controls.

Availability: Email is the live channel; SMS is coming soon.

Workflow builder

Set your own email steps, timing and tone. Four tones: Friendly, Standard, Firm, Final. A channel picker may appear; SMS is coming soon and is not a live customer channel.

Every plan

80+ ready-made templates

Written once by humans, across four tones, for email today — reviewable once, identical every time. No machine-generated wording. SMS templates ship when text is available.

Every plan

One message per customer

A customer owing several invoices gets one consolidated email — the breakdown of open invoices is included so they are not flooded with separate notes.

Every plan

One-segment texts

Coming soon. When SMS launches, every text is engineered to fit a single segment, with a live counter so allowances stay honest. Not available on live plans today.

Coming soon

Respectful send windows

Time-zone aware, business hours only, weekend suppression and quiet hours — manners are built into the schedule.

Every plan

Branded letter stage

Growth+. Generate a branded PDF, preview A4 or US Letter, download or print it, then mark it sent manually. PayBlah does not post or deliver physical mail.

Growth+ · manual
Two workshop partners reviewing their accounts together on a tablet

Why it lands well

It’s the follow-up you’d write yourself — if Tuesday had a spare hour

Nothing PayBlah sends is something you couldn’t have written. That’s the point: it sends the email you meant to send, on the day you meant to send it, in the tone you chose — and keeps doing it, politely, until the invoice is settled or you say stop.

  • Your name, your voice, your letterhead
  • Consistent follow-through without the dread
  • A human takes over the moment anything needs judgement

The customer portal & getting paid

One tap from reminder to payment

On Growth and above, a reminder can carry a secure portal link in your name — no login, no app. Starter is email-only chasing. Where the portal is on, your customer can pay in full, pay part, promise a date (Pro+), or send you a message. Whatever they choose, you hear about it and the chase reacts instantly.

payblah.com / p / ······
The customer portal's promise-to-pay screen, where a customer commits to a payment date

Pay in full or in part

A hosted payment page per invoice via an established payment provider — PayBlah never holds your money.

Growth+

Your identity, not ours

The portal carries your logo and details with only a small “powered by” — your customers are never marketed to.

Growth+

Promises to pay

A customer commits to a date — in the portal or logged after a call. Chasing pauses until then; if the date slips, the chase picks up at the next step, with any firm wording still waiting for your approval.

Pro+

Payment detection

Payments recorded by your team or re-imported as paid stop the Workflow on every plan. Provider and accounting detection apply only when the relevant connection is launch-ready and connected. Stopping on payment is never an upgrade.

Every plan

Last-second paid check

Immediately before every send, PayBlah re-checks the invoice and drops anything now paid, credited or voided.

Every plan · never off

Close-out message

A final “paid — we’re square, thanks” note, automatic when payment came through your link, one tap otherwise.

Every plan

Safety & control

The brakes are standard equipment

Every safety feature is on every plan, including trials — none of this is ever sold as an upgrade. When anything is ambiguous, PayBlah’s default is to stop and ask a human: you.

Stop means stop

Chasing stops or holds on payment, part-payment, a recorded dispute, or an inbound reply waiting for triage — the default on ambiguity is to stop and ask a human, not to keep sending.

Never gated

Firm & Final wait for you

Firm and Final wording never sends without a person approving it. That hold is always on — it is not an upgrade and not something you switch off.

Never gated

One-tap reply triage

Every reply creates a send hold until a person triages it and chooses the right outcome: disputed, promised, wrong person, already paid, or resume. The invoice itself is not automatically paused by every reply.

Never gated

Kill switch

One always-reachable button stops all sending across the whole account.

Never gated

Opt-out that always works

Email unsubscribe and customer suppression on every plan. When SMS launches, STOP handling will apply on the text channel with fallback to email so a chase never dies silently.

Never gated

Never-chase & minimums

Exclude a customer permanently, and skip invoices under a threshold you set.

Never gated

Approve-first mode

Prefer to sign off every send? Switch the whole account to manual approval — and a first-run review guards new accounts either way.

Never gated

Per-territory send guard

When SMS launches, texts will not go out on an unregistered sender ID in the US, Ireland or Australia (UK needs no carrier registration of that kind). Email is the live channel today.

Never gated

Reporting & honest numbers

Numbers you could defend to your accountant

Payments recorded is every overdue payment in the period, from any source. Paid after reminders is the narrower subset paid within 14 days of a sent or delivered reminder, or through a PayBlah payment link. A payment after a reminder is not proof PayBlah caused it. There is no PDF export — use Export CSV.

  • A dashboard of seven things, and nothing else
  • Receivables aging and collection activity — exportable as CSV (SMS usage when texting ships)
  • Multi-currency shown per currency, never silently converted
app.payblah.com / reports
Current PayBlah Reports page with payments recorded, debt ageing, and CSV export.

Reporting: Live Reports uses Customers and CSV export. PDF export is not offered.

Stalled chases

One list of chases that quietly died — bounced, opted out, blocked — each with its fix.

Every plan

Open & click tracking

Know whether reminders are being seen, per message.

Every plan

Alerts & weekly digest

Payment received, dispute raised, approval needed, sync broken — as they happen, in-app and by email, with a weekly summary on top.

Every plan

Team, security & API

Boring where it should be boring

Roles that stay simple, records that never disappear, and an API that obeys the same safety rules as the buttons on screen.

Seats & roles

Admin and Standard roles; only Admins change settings. Unlimited seats on Growth and above, under fair use.

Growth+

Audit trail of everything

Every message and every action logged in an append-only timeline per invoice — your evidence trail if anyone ever disputes what was said.

Never gated

Consent & opt-out register

A permanent record of who may be contacted, on which channel, and who opted out.

Never gated

Send from your mailbox

Every plan sends chase email from a mailbox your business owns — verified SMTP on every plan; Google Workspace or Microsoft 365 when this installation has those apps configured. There is no PayBlah shared-domain sender. Until that mailbox is connected and verified, reminders stay held.

Every plan

SMS registration (coming soon)

Coming soon with SMS. Guided per-territory sender registration (US 10DLC, Ireland ComReg, Australia ACMA) will track status from pending to approved when texting ships.

Coming soon

Owner protection

The owner account can’t be deleted or demoted, ownership transfer is deliberate, and users are archived, never erased.

Every plan

Data portability

Export your data any time; deletion requests honored; tokens and credentials encrypted at rest.

Every plan

API & webhooks

Keys, scopes and signed outbound webhooks on every plan — and the API can never be a way around the safety rails.

Every plan

The chase, handled.

Import your invoices and watch PayBlah lay out exactly what it would send — nothing goes anywhere until you’ve seen it.