YOUR COLLECTION PLAN · 10 Sept 2026

Know your next move.

The right next step for every unpaid invoice. Promises, blockers and balances in one place.

Review unbilled work
Interactive sample · Explore the queue and record a next step. These are fictional invoices; changes stay in this demo.

Outstanding balance · EUR

€10,220.00After partial payments

To act on or unblock · EUR

€7,370.00Review the next step below

Agreed dates · today + 7 days · EUR

€2,250.00Invoice balances, not confirmed payments
View invoice aging · EUR
Not overdue€1,250.00
1–30 days€5,370.00
31–60 days€3,600.00
61–90 days€0.00
Over 90 days€0.00

Outstanding balance · USD

$3,980.00After partial payments

To act on or unblock · USD

$3,980.00Review the next step below

Agreed dates · today + 7 days · USD

$0.00Invoice balances, not confirmed payments
View invoice aging · USD
Not overdue$0.00
1–30 days$980.00
31–60 days$0.00
61–90 days$3,000.00
Over 90 days$0.00

NEXT STEPS

Start with what needs you.

Europe/Madrid
Promise overdue

Northstar Studio

DEMO-101 · Due 6 Aug 2026

Agreed: 8 Sept 2026

Check whether payment arrived before agreeing the next step.

35 days overdue · Reminders paused
€3,600.00EUR · remaining
Dispute to resolve

Luna Arquitectura

DEMO-102 · Due 23 Aug 2026

Review the delivery evidence and the disputed amount with your client.

18 days overdue · Reminders paused
€2,250.00EUR · remaining
Promised today

Mar Abierto

DEMO-107 · Due 1 Sept 2026

Agreed: 10 Sept 2026

Check for the agreed payment. A promise is not a confirmed payment.

9 days overdue · Reminders paused
€650.00EUR · remaining
Contact details missing

Beacon Works

DEMO-108 · Due 7 Sept 2026

Add an email or WhatsApp number in Clients before preparing a follow-up.

3 days overdue
$980.00USD · remaining
Overdue balance

Atlas Digital

DEMO-104 · Due 10 Jul 2026

Check recent messages, then agree a payment date or record the blocker.

62 days overdue
$3,000.00USD · remaining
Overdue balance

Estudio Sur

DEMO-105 · Due 3 Sept 2026

Check recent messages, then agree a payment date or record the blocker.

7 days overdue
€870.00EUR · remaining
Agreed date ahead

Cedar & Co.

DEMO-103 · Due 29 Aug 2026

Agreed: 13 Sept 2026

Wait for the agreed date and verify the payment then.

12 days overdue · Reminders paused
€1,600.00EUR · remaining
Not yet due

Olive Partners

DEMO-106 · Due 22 Sept 2026

Keep the due date in view; no collection action is needed yet.

Within payment terms
€1,250.00EUR · remaining
How priorities work

Overdue promises come first, followed by disputes and other blockers, payments agreed for today, and overdue invoices. Within a priority, older overdue balances appear first. Amounts are compared only within the same currency. Agreed dates are entered by you; they are not a cash forecast. Totals cover every invoice in the selected currency, independently of the search and status filter.

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