Email & Communication
Professional templates and generators for client communication
Invoice Follow-Up Email Generator
Generate professional payment reminder emails instantly with 4 different tones — friendly to firm.
Invoice Email Subject Line Generator
Generate high-converting subject lines that get opened. 6 styles with open rate estimates.
Invoice Payment Link Generator
Generate payment links for Stripe, PayPal, Square, and custom providers. Includes QR codes.
Invoice SMS Reminder Generator
Create SMS & WhatsApp payment reminders with character counting and payment links.
Agency Invoice Follow-Up Workflow Generator
Build a complete step-by-step invoice recovery playbook — email templates, SMS scripts, phone call scripts, and escalation timing — tailored to your client type and channels.
Calculators
Financial calculators for invoicing, late fees, and cash flow
Late Fee Calculator
Calculate late fees with country-specific legal guidelines for Australia, US, UK, and Canada.
UK Late Payment Act Calculator
Calculate statutory interest (Bank of England base rate + 8%) and fixed compensation (£40–£100) under the Late Payment of Commercial Debts (Interest) Act 1998. For UK B2B invoices.
Late Payment Cost Calculator
Reveal the true cost of overdue invoices: interest loss, opportunity cost, admin time, and cash flow risk score.
Invoice Overdue Age Calculator
Track aging invoices with automatic bucketing and recommended actions. Single or batch upload.
Payment Terms Calculator
Model different payment scenarios with early discounts and late fees. See cash flow impact.
"Will I Get Paid?" Risk Calculator
Predict your payment risk score based on 9 factors. Get a personalized action plan.
Partial Payment Calculator
Track partial payments, calculate remaining balances, and generate receipts for each payment.
Cash Flow Impact Calculator
See exactly how late invoices hurt your cash flow. Calculate hidden costs and runway impact.
Retainer Fee Calculator
Calculate the perfect monthly retainer rate for freelance or consulting work. Enter hourly rate, expected hours, and premium — get your recommended retainer, annual value, and industry benchmarks.
Planning & Scheduling
Timeline and schedule management for follow-ups and collections
Follow-Up Schedule Generator
Create perfect follow-up timelines with email templates. Download as calendar file.
Payment Plan Generator
Create structured installment payment schedules with interest calculations and legal agreements.
Collection Timeline Generator
Build a step-by-step collection action plan with exact dates, templates, and escalation steps.
Expected Payment Date Predictor
Predict when your invoice will actually be paid using 8+ factors including client history.
Templates & Letters
Ready-to-send professional letters for every stage of collections
Invoice Dispute Response Generator
Generate professional dispute responses in 4 escalation levels — polite to legal-ready. Jurisdiction-aware for US, UK, AU, CA, and IN.
Overdue Invoice Template Generator
Generate professional HTML overdue invoices with late fees, ready to email or print.
Invoice Escalation Letter Generator
Generate formal escalation letters across 4 severity levels — from first notice to legal demand.
Final Notice Before Collections Generator
Generate a legally-worded final demand letter before sending to collections or filing suit.
Intelligence & Scoring
Data-driven tools to prioritize, predict, negotiate, and analyze client value
"Should I Fire This Client?" Calculator
Data-backed verdict: Keep, Fix Boundaries, or Fire. Scores profitability, payment risk, time drain, and opportunity cost.
Payment Terms Negotiation Script Generator
AI-generated negotiation scripts to move clients to faster payment terms. Email, phone call, talking points, and 3-step fallback plan.
Invoice Aging Report Generator
Create a professional A/R aging report with 30/60/90/90+ day buckets and outstanding totals.
Invoice Priority Scorer
Score which overdue invoices to chase first using a 7-factor algorithm. Get action steps.
Client Payment History Tracker
Track payment behavior for every client. Score reliability and identify your riskiest payers.