Client Portal

Manage your accounts receivable data and generate collection emails

Upload Your AR Data

Drag and drop your spreadsheet here, or click to browse

Supported formats: CSV, Excel (.xlsx, .xls)

QuickBooks Users

To export from QuickBooks:

  1. Go to Reports ā†’ Customers & Receivables ā†’ A/R Aging Detail
  2. Click Export ā†’ Export to Excel (or save as CSV)
  3. Upload the exported file here

āš ļø Note: You'll need to add email addresses and contact names manually after import

Required Data Fields:

Company Name / Customer

Name of the debtor company

Contact Name

Primary contact person

Email

Contact email address

Invoice Number

Invoice reference number

Amount / Balance

Outstanding amount

Days Overdue

Number of days past due

šŸ’” The portal intelligently matches QuickBooks column names like "Customer", "Balance", "Days Overdue", etc.