Collections is in extended public beta. It's available to everyone today; which plans retain access long-term is still to be decided, and we'll confirm before general release.
Expect rough edges as we refine it — your feedback shapes where it goes.
Whether you're sending a reminder, attempting another card charge, applying a late fee, or marking a debt as uncollectible, Collections gives you a clear, prioritised view of what needs your attention today.
Finding Collections
Under Invoices, you'll see a new area under Invoices called Collections in your sidebar. In here you'll see two main views:
A snapshot of Overdue invoices showing your most urgent unpaid invoices
A list of Debtors showing the customers with the largest outstanding balances
Use the dashboard as your starting point, it surfaces the top five things in each list, so you don't have to dig through filters to find what matters.
Overdue invoices
The Overdue invoices page is where you'll do most of your day-to-day debt recovery.
Invoices are automatically sorted into age ranges, based on severity (for example, 0-7 days, 14-30, 30+ etc) — you can customise these to match how your business thinks about ageing debt.
Select any invoice to open a slide-over with full context, and take action directly from the panel: attempt payment, contact the customer, mark as paid, mark as uncollectible, or apply a late fee.
Debtors
The Debtors page rolls overdue invoices up by customer, so you can see at a glance who owes you the most. It's the right view when you're prioritising calls, deciding where to escalate, or preparing to write off bad debt.
What your customers see
Customers don't sit in the dark. They see overdue invoices on their storefront dashboard with a Pay Now button on each one, and they receive automated reminder emails when payment is due.