OPEN SAMPLE BALANCE $54,280 Across unpaid sample invoices SCHEDULED IN TOUR 1 Simulated queue · nothing will send PAUSED BY REPLY 1 Shows the stop-on-reply behavior NEEDS YOUR EYES 3 Worth $25,450 All5 Needs review3 Scheduled1 Watching1 Paid0
CLIENT INVOICE AMOUNT AGE STATUS
N Northstar Studio Alex Morgan INV-1092 $12,800 12d B Beacon Health Maya Chen INV-1048 $8,450 31d F Fieldwork Labs Sam Rivera INV-1017 $4,200 52d C Common Thread Dana Wells INV-1084 $6,800 8d A Atlas Supply Co. Chris Bell INV-1033 $22,030 24d Beacon Health INV-1048 · $8,450 · 31 days overdue
CLIENT CONTEXT Active retainer · 14 invoices paid
Great relationship. Their AP contact changed last month, so keep the message helpful.
SAMPLE FIRMKIND DRAFT Clear, still human
Edits stay in this tour 292 characters
Simulate payment sync Approve sample
ACTIVITY Invoice sent Delivered to Maya Chen
May 14 First nudge sent Opened, no reply yet
Jun 6 Follow-up ready Approval required at 30 days
Today