Payments followup registry
All
Active
Promised
Paid
Disputed
Client
Invoice Number
Contact
Expected Payment By
Outstanding
Status
Last activity
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Import payment clients from CSV
Required column: display_name (or name).
Optional: contact_phone, contact_email, outstanding_amount, status, notes.
Existing rows (matched by name + phone) are updated; new rows are created.
Existing rows (matched by name + phone) are updated; new rows are created.
Drop a CSV here, or click to choose
New payment client
Import invoices from CSV
Required columns: invoice_number, amount, expected_payment_date (or
Existing rows (matched by client + invoice_number) are updated; new rows are created.
due_date).
Optional: client_name (creates the client if missing), client_phone, amount_paid, issue_date, notes.
Existing rows (matched by client + invoice_number) are updated; new rows are created.
Drop a CSV here, or click to choose
New invoice
Log call & schedule next followup
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Record payment received
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Defaults to the full outstanding. Lower it if a partial payment was received — the client will stay open until cleared.
Payment expected by
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Leave blank to clear.