Read
Read invoices and balances from your own accounts.
Invoice follow-up
Keep payments moving. Keep the facts right.
Read issued invoices from Xero or QuickBooks. Check what is owed and draft reminders. Approve each send. A fresh check makes sure the balance is still right. Disputes and claims of payment put reminders on hold.
INV-2401
Northgate Freight · £2,400 outstanding
Awaiting approval · Finance
Source and evidence
Xero source balance · checked before send
Step 1 of 4
Read
Read invoices and balances from your own accounts.
Step 2 of 4
Check
Check overdue bills, disputes and payment promises. Set when to remind and how long to wait.
Step 3 of 4
Approve
Read the reminder. Check the balance, address and holds again just before the send.
Step 4 of 4
Resolve
Review replies and promises. Only your accounts can confirm payment. An unclear send stays on hold.
- ✓Has this invoice already been paid?
- ✓Is there a dispute or payment promise?
- ✓Has the previous send been confirmed?
Select a step to explore it. Example data only; no message or invoice is sent.
From source to outcome
One connected workflow. Clear decisions.
Check
Check overdue bills, disputes and payment promises. Set when to remind and how long to wait.
Approve
Read the reminder. Check the balance, address and holds again just before the send.
Resolve
Review replies and promises. Only your accounts can confirm payment. An unclear send stays on hold.
Know what the result means.
Measured
Balances from your accounts. Reminders confirmed by the mailbox.
Separate
Cash collected is not new sales or profit.
Human decision
Disputes, claims of payment and what to do after the last reminder.
These examples do not promise a return. Measure where you start. Count setup, review and running costs too.
Explore the example workspaceKeep the whole journey connected.
What you need.
Xero or QuickBooks with read access, Gmail or Microsoft 365 for reminders, and a person to approve sends. This workflow uses GBP invoices.
A clear first trial.
Start with a few records. Check the result and the time spent on review. Measure useful capacity and real cost changes separately.
Research, method and limitsStart with one useful result.
Connect your tools, review the first job and check its evidence. Every plan includes the three services and your existing workspace tools.
14 days free No payment details No sales calls