Back to Invoice Follow-Up Desk
Request a free pilot audit
The pilot is report-only. We review a redacted receivables export and send back an internal follow-up action plan. We do not contact your customers.
What to send
- Business name and contact email
- Accounting system: Xero, MYOB, QuickBooks, or spreadsheet
- Redacted aged receivables report or unpaid invoice export
- Any context about invoices that should not be chased
Please remove customer names, personal email addresses, phone numbers, street addresses, bank details, and sensitive notes unless required for the audit.
Email template
Subject: Free pilot audit request
Business name:
Contact name:
Accounting system:
Approximate number of unpaid invoices:
Biggest issue with invoice follow-up:
I understand this pilot is report-only and Invoice Follow-Up Desk will not contact my customers.