Prepare the overdue queue

A next move for every invoice.

Add an aging export. The workspace ranks the overdue accounts, prepares the follow-up, and flags decisions that need you.

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Required columns: client, invoice, amount, due_date

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$38,900

$7,250

$9,800

3

Disputes and owner review

Action queue

Changes stay in this tab. Export the queue before closing.

#AccountLateNext moveOpen
1107 daysOwner review$18,400
285 daysPayment promised$9,800
395 daysResolve dispute$6,100
466 daysPaid$7,250
574 daysOwner review$4,600