01
Bring in receivables
Manage receivables directly in InvoBill, connect QuickBooks Online, or publish a structured import.
Manage receivables
in one place.
InvoBill brings invoices, balances, collection work, and customer conversations into one accounts-receivable workspace—whether you manage A/R in InvoBill or connect QuickBooks.
Acme Corp — overdue
DPYou
What's the status on Acme Corp's overdue balance, and what should we send?
iInvoBill
Worked for 11s
Acme Corp has $12,400 across 2 invoices, now 18 days past due. Invoice #4821 remains open. The latest customer reply promised a partial payment by Friday, but no payment has been recorded.
2 records reviewed
I've drafted a clear reminder that references both invoices and asks the customer to confirm Friday's commitment. Want me to send it and schedule the next review?
Send reminder to Acme Corp via email
Ask about any account…
Bring in your receivables01Focus on what needs attention02Keep every outcome connected03
Which accounts should I prioritize this morning?
Ask InvoBill…
02
Prioritize the work
See open and overdue balances, organize work by customer and invoice, and assign clear ownership.
Reviewing priority accounts
03
Track every outcome
Keep conversations, tasks, promises, disputes, and payment evidence connected to each customer account.
Know what needs attention.Keep every action connected.
DPYou
Why is Globex refusing to pay invoice #5120?
iInvoBill
Worked for 8s
Globex reported a pricing mismatch: the invoice lists $9k, while the agreed terms recorded on the account show $7.5k. The discrepancy is now tracked as a dispute and outreach is paused for review.
3 records reviewed
Review the invoice and dispute details
Clear work, controlled access, and a complete history
Invoice #4821
1Customer reply
22 records reviewed
Context you can trace
Invoice records, customer conversations, and collection actions stay connected.
OwnerFull access
CollectorAssigned accounts
ViewerRead only
Role-based access
Permissions keep financial, communication, and administrative work with the right people.
QuickBooks
Accounting source
Connected
InvoBill actions
Operational history
Recorded
Audit history
Important events
Preserved
Clear accounting ownership
QuickBooks remains authoritative while InvoBill manages collection work around it.
Overdue account review
This workflow reviews overdue invoices with the right context and timing.
Trigger
Schedule
Repeats
Weekdays
09.00
Instructions
Review every overdue account, recent customer replies, open disputes, and promises to pay. Prioritize anything that needs action today.
Draft the next follow-up in the customer's existing thread and keep the invoice timeline up to date.
Repeatable collection work
Use rules, tasks, and schedules to keep follow-up consistent while retaining human control.
Your receivables stay under your control.
InvoBill keeps company data isolated, does not sell customer data, and preserves important activity as audit history. QuickBooks-owned accounting records remain governed by QuickBooks.
Protected by design.
Governed by default.
Visit our trust centerCompany data stays isolated
Each workspace is isolated by company, and role-based capabilities control access to financial, communication, administrative, and compliance actions.
Protected QuickBooks connection
ControlledQuickBooks access and refresh tokens are encrypted at rest, and your team can disconnect the connection when needed.
Clear accounting ownership
QuickBooks-owned accounting records remain governed by QuickBooks while InvoBill records collection work and communication around them.
Frequently asked questionsFrequently
asked
questions
Bring clarity and follow-through to your receivables
See what is owed, focus your team, and keep every collection action connected to customer context.