Demo workspace ready

Use the importer panel to tell the onboarding story, then drop straight into the live collections queue.

ChasePay prototype · Collections cockpit for service businesses

Chase invoices, not clients.

ChasePay turns a messy receivables export into a prioritized queue, recommends the right reminder tone, and keeps every follow-up in one presenter-friendly timeline.

Fast CSV onboardingRisk-based reminder sequencingShared client contextManual override for edge cases

Why it matters

Protects cash flow

High-risk balances surface first, so teams stop chasing the wrong accounts.

Operator value

Cuts context switching

Invoice details, notes, and reminder history live in one place.

Demo moment

Easy to narrate

Import, review queue, resolve an account, and show the audit trail in under three minutes.

Overdue balance

$20,400

Requires outreach now

At-risk balance

$28,850

High-risk accounts still open

Coverage rate

38%

Queued or already recovered

Recovered this month

$1,280

Converted after reminders

Guided onboarding

Start with a receivables export, then let ChasePay shape the queue

This is a mock import flow for demo use. It shows how a finance or operations lead could bring in receivables from their accounting stack and immediately see what to do next.

Importer status

Awaiting file or sample data

Import open receivables

Drag in a CSV, accounting export, or use the sample portfolio to populate a realistic demo.

CSV · XLSX · API later

Step 1

Upload receivables export from QuickBooks, Xero, or CSV

Step 2

Auto-cluster by risk, days overdue, and reminder tone

Step 3

Review the next-best action before outreach starts

First value on import

Priority accounts

3 high-risk balances > $20k

Suggested actions

6 reminders can be queued today

Team narrative

Explain risk scoring, tone selection, then mark one account paid live

Best demo beat: import the file, open Oak & Ember, show the final notice timeline, then resolve Blue Harbor live.

Active collections queue

Prioritized by aging, risk, and next-best action

1-15 days · 216-30 days · 331-60 days · 261+ days · 0

8 invoices in workspace•2 queued for follow-up•1 paused by operator

Client	Invoice	Amount	Overdue	Tone	Status	Next step
Northline Plumbing Commercial maintenance · 4 active sites	INV-24017 Due Mar 1	$4,200	27 days Bucket 16-30	Firm	Needs action	2026-03-31 09:00
Fern & Frame Studio Creative agency · monthly retainer	INV-24022 Due Mar 7	$1,850	21 days Bucket 16-30	Polite	Queued	2026-03-29 14:30
Summit HVAC Services Field services · insurance-backed repair	INV-23988 Due Feb 17	$9,600	40 days Bucket 31-60	Final	Paused	Waiting on manual review
Blue Harbor Electric Install projects · first-year customer	INV-24031 Due Mar 17	$3,200	10 days Bucket 1-15	Polite	Needs action	2026-03-30 08:45
Oak & Ember Renovations Residential remodel · milestone billing	INV-23971 Due Feb 9	$7,400	48 days Bucket 31-60	Final	Needs action	2026-03-29 11:15
Mossfield Landscapes Seasonal maintenance · recurring grounds crew	INV-24005 Due Mar 10	$1,280	18 days Bucket 16-30	Polite	Recovered	No action needed
BrightForge Security Managed services · quarterly monitoring	INV-24044 Due Feb 28	$11,850	29 days Bucket 16-30	Firm	Queued	2026-03-30 10:15
Cinder Path Roofing Project-based contractor · storm response	INV-24052 Due Mar 18	$5,600	11 days Bucket 1-15	Firm	Needs action	2026-03-29 16:00

Reminder system

Suggested cadence and tone templates

Default policy: send after 3 days overdue, escalate after 10, and move high-risk balances to a final notice after 21 if there is no payment commitment.

Polite

Template

Friendly reminder: invoice due

A short, courteous nudge sent 3 days after due date. Confirms the invoice details, payment link, and offers help if anything is blocked.

Firm

Template

Action needed: invoice now overdue

Escalates after 10 days overdue. Clear deadline, reference to agreed terms, and a direct ask to confirm payment date.

Final

Template

Final notice before account review

Used for high-risk invoices beyond 21 days overdue. Keeps language professional while making next steps explicit.

Selected account

Northline Plumbing

INV-24017 · ap@northlineplumbing.com

Medium risk

Outstanding

$4,200

Current cadence

3 / 10 / 21 day sequence

Tone

Firm

Status

Needs action

Collector notes

Site manager signed off the work order. AP asked for the PO reference and promised to include it in Friday's payment batch if resent.

Recommended next step

Send the firm follow-up and keep ap@northlineplumbing.com as the primary billing contact.

Presenter note

Reminder history

Reminder sent

2026-03-04 · Email

Polite reminder delivered to AP inbox with hosted payment link and signed service summary.

Payment promise

2026-03-11 · Email

Client replied that payment would be included in the week-ending payment run once the PO field was confirmed.

Reminder sent

2026-03-18 · Email

Firm follow-up sent after the promised batch date passed with no remittance advice.

Activity log

Audit trail for reminder operations

Importer mapped 8 receivables in 14 seconds

Today · 17:20

ChasePay normalized client names, deduplicated billing contacts, and proposed reminder tone automatically.

BrightForge added to priority watchlist

Today · 15:55

High-value invoice INV-24044 crossed the internal exposure threshold and moved into the presenter queue.

Oak & Ember escalated to final notice

Today · 14:05

Invoice INV-23971 crossed 45 days overdue and shifted from firm follow-up to final notice language.

Summit HVAC reminders paused

Yesterday · 16:40

Owner promised partial payment after insurer payout; automation paused so the operator can preserve goodwill.

Mossfield Landscapes marked recovered

Yesterday · 09:10

Invoice cleared after a single reminder, immediately updating coverage and recovered totals in the dashboard.