A clear next step for collections
Know who to follow up with next.
Turn your QuickBooks invoices into a focused, human follow-up queue. See what needs attention, record the conversation, and keep the next promise in view.
Built around your team’s judgment. Optional assistance, human review.
Follow-up due today
Review the last conversation
Promise due tomorrow
Keep the commitment in view
Invoice approaching its due date
Review invoice details
Example accounts and amounts. Your queue uses your synced invoices.
01 / PRIORITIZE
Prioritize invoices
Bring overdue balances, follow-ups, and approaching due dates into one workspace. Choose a saved view and focus on the accounts that need your attention.
02 / FOLLOW UP
Follow up with context
Read the activity history, call or prepare a message, and log what happened. Optional assistance offers suggestions for your team to review.
03 / TRACK
Track promises
Record payment commitments and the next follow-up. Keep blockers, responsibility, and promise status visible as your team works the queue.