Guide
Connect the books you already keep
Chase from the source of truth — import CSV or XLSX today; Xero, QuickBooks and Sage connectors are coming soon — not a stale forgotten export.
Useful reading
Written for operators, not theorists
Practical notes for owners and office managers who invoice other businesses on terms. No invented statistics — just the patterns that show up again and again.
All guidesWhy sync beats copy-paste
When the planned Xero or QuickBooks connectors ship, payments and credit notes should keep the overdue register honest automatically. Today, a careful CSV/XLSX re-import or direct payment record provides that control.
What PayBlah pulls
Upload CSV or XLSX today with a column-mapping wizard that remembers your layout. Manual entry covers one-offs. Scheduled and manual sync options apply only after the relevant accounting connector ships.
Next action, not just aging
A useful register shows more than “how old.” It shows what happens next — which step of the workflow, whether something is waiting on your approval, and whether a reply paused the chase. That is how office staff stay oriented without living in the inbox.
Safety still sits with you
Sync does not mean autopilot without rails. Never-chase flags, dispute pauses, and approval gates for firmer steps remain under your control. The books feed the list; you still own the relationship.
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