Aging & next action
The register is overdue-first with a next-action column so office staff know what happens next, not only what is old.
Product
Overdue, chasing, recorded, and attributed — with rules written in plain English. No vanity dashboards that invent recovery rates.
Honest metrics
Reports separate Payments recorded (overdue payments in the period, from any source) from Paid after reminders (paid through a PayBlah payment link, or within 14 days of a sent or delivered reminder). A payment after a reminder is not proof PayBlah caused it.
There is no PDF export. Use the page-level Export CSV, or Schedule Reports for a digest email. Basic reports and history are not meant to vanish when you change plan.
Reporting: Reports export is CSV. Plan capacity is measured in active invoices, not outstanding value.
The register is overdue-first with a next-action column so office staff know what happens next, not only what is old.
What sent, when, and what stopped it — built for audits and for the Monday morning “who did we email?” question.
No fake “average days to pay improved by 37%” widgets without a real methodology. If it is not defensible, it should not ship.
Trial with real invoices. Empty states are honest too.