Receivables · live ledger
Invoice desk
Review overdue invoices, understand the schedule, and choose the next action. Nothing posts from this view.
Open invoice book
Choose an organisation to load its synced invoices.
| Invoice / customer | Due | Outstanding | Interest | Schedule | |
|---|---|---|---|---|---|
| Choose a connected organisation to begin. | |||||
Separate invoice · human approval
Ledger actions
Preview an interest charge from the current server schedule, approve the exact preview, then post in a separate step.
Prepare a charge
Select an actionable invoice from the invoice desk.
Stored charge records
Use the saved record for posting, reconciliation and reversal.
Choose an organisation to load charge records.
Effective-dated customer terms
Interest rules
Preview how a rule affects current invoices, save a draft version, then explicitly apply it to schedules.
Draft a rule
Jurisdiction and rate basis are always selected explicitly.
Stored rule versions
Current status and apply actions are shown from the server records.
Choose an organisation to load rules.
Shared sender · scheduled follow-up
Reminders
Create a customer rule, preview its wording, then activate it. Delivery state is shown from the saved ledger.
New reminder rule
Rules begin inactive. Activation is a separate action.
Reminder rules
Activation is explicit and can be withdrawn.
Choose an organisation to load reminders.
Delivery ledger
Checking email mode…
Choose an organisation to load delivery records.
Optional customer-owned identity
Sending domain
Register a domain, publish the exact DNS records, recheck verification, and send a test only to its owner address.
Register a domain
Shared sending remains the explicit fallback.
Domain records
Status and provider instructions returned for this organisation.
Choose an organisation to load domain records.
Choose the sender
Custom sender actions require a verified domain and an eligible plan.
A test is restricted to the registered domain owner. Checking email mode…
Multi-organisation controls
Practice tools
Select client organisations, maintain reusable rule templates, and preview branding against a real schedule.
Client organisations
Switching clears pending approvals and previews.
Loading linked organisations…
Rule template
Templates use one explicit jurisdiction across selected customer targets.
Select eligible client customers after organisations load.
Organisation identity
Branding changes presentation; the shared sender and legal source text stay intact.
Account rights · retained history
Data & access
Export records, disconnect access, or request organisation data deletion. Historical records and provider credentials have separate controls.
Export this organisation
Downloads contain the records available to your account for the selected organisation.
Deletion request status
A completed request cannot be resumed; an incomplete job can.
Disconnect this organisation
Credentials are wiped; retained history remains available for export.
Disconnecting stops new work for this organisation. It does not delete existing records. You can reconnect later.
Delete organisation data
This starts the account-scoped deletion process for the selected organisation.
Export anything you need first. A partial job keeps its progress and can be resumed; retained financial records are not silently erased.