Turn overdue invoices into a calm, controlled workflow.

DueTrail helps B2B service teams import overdue invoices, review every case safely, and go live only when recipients, templates, and timing are correct.

cases

Needs action

6

Upcoming

8

Promises

3

Paused

1

CustomerOutstandingOverdueNext step

Delta Systems

INV-001

€10,000

30d

Send first reminder

Blackwood & Partners

INV-003

€8,500

25d

Send reminder in 2 days

Summit Labs GmbH

INV-007

€9,200

20d

Send reminder in 4 days

Lantern Works

INV-015

€11,200

18d

Send reminder in 6 days

Sable Recruitment

INV-022

€8,600

16d

Send first reminder

Customer portal

€10,000

30d overdue

Invoice INV-001 · Delta Systems

When can you pay?

In 14 days
Submit payment date

Your payment date has been recorded.

Manual follow-up creates hidden risk

The problem is not only overdue invoices. It is the missing system around who was contacted, what was promised, and what should happen next.

Same email, every week

You write the same follow-up every Monday. Nobody can see who contacted the customer last or what was already said.

Promises vanish into email

A customer says they will pay on Friday. That promise disappears into a thread nobody checks until it is too late.

No one knows the real number

The CEO asks how much is at risk. You open a spreadsheet, sort by due date, and still cannot give a confident answer.

Your customer gets a messy experience

Two people email the same contact about the same invoice. Nobody checks if a promise was already made. The relationship suffers.

No email is sent until you say so.

Import your invoices, review every case safely, test the reminder on yourself, and go live only when your team is ready.

import complete

3 cases created from invoices-march.csv

CustomerAmountStatus
Northline Studio

INV-0184

€4,800Paused
Atlas Advisory

INV-0211

€2,150Paused
Harbor Digital

INV-0202

€1,340Paused
Total outstanding€8,290
case review

Review mode — no customer emails can be sent

Northline Studio

INV-0184 · €4,800 · 12 days overdue

Paused
Recipientap@northline.studio
TemplateFriendly first reminder
SubjectPayment reminder: INV-0184
Send scheduleDay 1 → Day 7 → Day 14
Live sendBlocked until activation
test email

Email preview

To: you@company.com

Friendly reminder: Invoice INV-0184

Dear Northline Studio,

This is a friendly reminder that invoice INV-0184 for €4,800 is now overdue. If payment has already been arranged, please disregard this message.

You can view the invoice details and let us know your expected payment date using the link below.

View invoice & respond

Kind regards,
Finance Team

Test sent to you@company.com — check your inbox

first live send

First live reminder sent to ap@northline.studio — confirmed manually.

Case timeline

Reminder sent

Friendly first reminder to ap@northline.studio

Just now

Waiting for response...

Next follow-up scheduled in 7 days

Automation is still off

Enable when you trust the setup

Remaining cases in review4 paused
case timeline

Northline Studio

INV-0184 · €4,800

Paid

Reminder sent

10 days ago

Friendly first reminder to ap@northline.studio

Customer promised to pay

3 days ago

Promise recorded — payment in 7 days

Reminders paused

3 days ago

Active promise suppresses follow-up

Payment received

Today

Case closed — invoice paid

Review mode by default

Import creates cases as "paused" — zero emails on day one.

Full visibility before sending

Every reminder shows recipient, subject, and body before you confirm.

Your data, your control

Standard CSV in, full timeline and case data accessible anytime.

See the real product, not a slide deck.

A prioritized case list, full case timelines, and a customer portal — all built for overdue invoice follow-up.

dashboard

Collection overview

KPIs and risk metrics at a glance

Overdue amount

€84,200

+12%

Broken promises

2

-50%

Open cases

18

Closed (30d)

5

+25%

Top cases needing action

Harborview BV
€15,80035d
Blackwood
€12,40015d
Lantern Works
€11,20018d
case detail

Delta Systems

OpenHigh

INV-001 · €10,000 outstanding · 30d overdue

Day 0

Reminder

Day 7

Follow-up

Day 14

2nd follow-up

Timeline

Reminder sent

28d ago

Friendly reminder to clara@deltasystems.co

Note added

25d ago

Spoke with Clara, payment is being processed.

Follow-up sent

21d ago

Follow-up reminder to clara@deltasystems.co

Next reminder scheduled

upcoming

Second follow-up in 4 days

customer portal

Invoice summary

€10,000

INV-001

30d overdue

Need more time?

Submit a promise-to-pay date so the team can review it.

Promise recorded

Payment expected in 14 days

cases

Cases needing action

Sorted by urgency and overdue days

CustomerOutstandingOverduePriorityNext step

Delta Systems

INV-001

€10,000

30d

High

Send first reminder

Blackwood & Partners

INV-003

€8,500

25d

Urgent

Send reminder

Summit Labs GmbH

INV-007

€9,200

20d

High

Send reminder

Lantern Works

INV-015

€11,200

18d

High

Send reminder

Oakbridge Solutions

INV-013

€6,100

6d

Normal

Send reminder

import wizard

Import invoices in minutes

Upload a CSV, preview changes, and commit safely

Upload
Preview
3
Commit
4
Done

Import preview — 8 invoices

Create
Nordic Reach ABINV-040
€3,200
Create
Cairn AdvisoryINV-041
€7,800
Update
Delta SystemsINV-001
€10,000
Create
Whitfield & CoINV-042
€2,400
Skip
Summit LabsINV-007
€9,200

5 new · 1 update · 1 skip · 1 error

Commit import

Built for B2B service teams

DueTrail is designed for the people who actually chase overdue invoices — not for enterprise procurement committees.

AR & Finance teams

Stop copy-pasting follow-ups from your inbox. See every overdue invoice, promise, and reminder in one queue.

You'll use: Prioritized cases, case timeline, and reminder automation

Operations leads

Know which accounts need escalation without asking the team. See total risk, broken promises, and collection progress in real time.

You'll use: Dashboard KPIs, analytics, and activity feed

10–200 person companies

Too big for spreadsheets, too small for enterprise ERP modules. Import a CSV and be operational in minutes, not months.

You'll use: CSV import wizard with validation and preview

Service businesses

Consulting, agencies, IT services, recruitment — any B2B company where client relationships matter during collections.

You'll use: Customer portal with promise-to-pay flow

DueTrail is not a debt collection agency.

We don't collect money on your behalf or contact customers as a third-party collector. DueTrail helps your own team send professional payment follow-ups, track promises to pay, and keep control of every overdue invoice — so your client relationships stay intact.

Built-in reminders send emails. DueTrail manages the follow-up workflow.

Accounting software reminders are a starting point. They don't give your team a shared view of what was said, what was promised, or what needs action today.

Built-in accounting reminders
DueTrail
Sends basic reminder emails
Creates reviewable collection cases
Usually works invoice by invoice
Shows what needs action today
Limited context when a customer replies
Tracks reminders, notes, promises, and full timeline
Customer replies can disappear in inboxes
Keeps follow-up history attached to the case
Risky to automate for old overdue invoices
Starts in Review Mode — nothing sends without your approval
Hard to separate sensitive customers
Lets the team review every live send before it goes out

0k+

In overdue invoices managed

0+

Collection reminders sent

0%

Average recovery rate

Common questions before teams start.

The answers below reflect the actual launch flow in the product, not a future roadmap promise.

Will DueTrail send anything automatically on import?

No. Every import creates cases in review mode. No emails are sent, no automations triggered. Your team previews recipients, templates, and timing first — then decides when to go live. The first live send is always manual and confirmed.

Do I need a demo or sales call to get started?

No. Sign up, create a workspace, and import a CSV — the entire setup is self-serve. Review mode is free, so you can explore the queue, customize templates, and test reminders on yourself before committing.

How much does it cost?

Review mode is free for as long as you need it. When you are ready to send live reminders, the plan is €149/month or €1,490/year (save 2 months). One price for the whole workspace — no per-seat fees, no usage tiers.

How long does setup take?

Most teams go from sign-up to first import in under 10 minutes. Upload a CSV from your accounting tool, map the columns, and your cases are ready. Templates and workflows can be customized later.

Can I integrate with my accounting tool?

DueTrail works with any system that can export a CSV — Exact, Twinfield, Xero, QuickBooks, SAP, or a custom ERP. Direct API integrations are on the roadmap, but CSV import means you can start today without waiting.

Does the customer portal replace our accounting system?

No. The portal is a focused communication surface for overdue invoices only. Your customer sees their outstanding amount, can submit a promise-to-pay date, and that is it. All bookkeeping stays in your accounting tool.

Can my whole team use the same workspace?

Yes. Invite as many team members as you need — there are no seat limits. Owners control settings and billing, members manage cases and send reminders, and viewers get read-only access for oversight.

What happens to my data if I cancel?

Your workspace stays accessible in read-only mode through the end of your paid term. Case history, timelines, and promise records remain visible. You can export your data before the term ends.

Your invoices deserve a system, not another spreadsheet.

Start in Review Mode. Go live only when your team is confident.

Questions? support@duetrail.com