What works for an individual client
- Connect an individual client account and supported invoice source.
- Configure that client’s reminder schedule and sender details.
- Review that client’s overdue invoices, promises to pay, and disputes.
Invoice follow-up for accountants and bookkeepers
Support client invoice follow-ups with a practical workflow.
Use PaidSoon and InvoiceGuard with one client account at a time. The shared multi-client workspace is planned and is not yet available.
Enquire about an accountant partnershipMulti-client tools are planned
A unified client dashboard, multi-client management, and streamlined client onboarding are planned and are not yet available.
Register your interestA client-by-client workflow
Step 1
Use an individual client’s account and connected invoice source.
Step 2
Set the reminder cadence and sender details for that account.
Step 3
Review follow-ups, promises, and disputes in that client’s workflow.