Statements and aging
The Monday list,
The Monday list,
without the spreadsheet.
Upload the receivables, or connect QuickBooks, Xero, Stripe or Shopify. TLDR emails you the aging buckets and who to call, drafts a statement for each open balance, and writes a remaining-balance note when a payment does not clear the invoice. You approve anything a customer would receive.
Statement
One draft per customer with an open balance, including invoices not yet due. A later run waits 30 days, or drafts again when the open set changes.
Aging and who to call
1–30, 31–60, 61–90, and 91+ days, plus the largest balances. Both emails come to you, and the same picture is not sent again until it changes.
Partial and quiet
A payment with money still open becomes a note you approve. A customer with no open invoice, 60 days past their last due date, is flagged to you only.