Know Who to Chase. Send the Right Reminder. Get Paid.
See which invoices need follow-up today, generate professional reminder emails, and log every chase — so you never forget and always have proof. Takes less than 5 minutes a day.
Nearly half of B2B invoices are paid late — most get paid after the 2nd or 3rd reminder, if you actually send them.
Invoices don't go unpaid because clients refuse — they go unpaid because nobody followed up.
5 min/day morning routine5-tone email generatorDispute-ready Evidence Pack
Not an invoicing tool — the chase layer that sits on top of QuickBooks, FreshBooks, or any invoicing software.
Your Daily Invoice Chase Workflow
Open InvoiceGrid each morning. See who needs chasing. Generate the right email. Log the follow-up. Build your paper trail. That's it.
Never forget to follow up again
The Today View shows exactly which invoices need attention each morning. Open it, take action, move on. No guessing, no spreadsheet scanning.
Send the right reminder without overthinking it
The Email Generator creates professional reminders in 5 tones — Friendly to Final Notice. Copy, paste, send. Done in under a minute instead of 20.
Never lose track of what you already said
Chase History logs every email, call, and message per invoice. You always know what was said, when you chased, and what was agreed.
Prove you followed up — if it ever comes to that
The Evidence Pack generates a timestamped PDF — invoice details, full chase history, proof of work. Ready for small claims, a debt collector, or a client who claims you never reached out.
See your entire pipeline at a glance
Kanban board with drag-and-drop: Pending, Reminded, Follow-up, Paid. Plus list view with inline editing. Replaces the spreadsheet you're probably using now.
Up and running in 2 minutes
Export your invoice list from QuickBooks, upload the CSV, and your board populates instantly. Also supports FreshBooks, Wave, or any tool via generic CSV.
How It Works
Import or Add Your Invoices
Import from QuickBooks with a CSV upload, or add invoices manually with client name, amount, due date, and proof of work. Your board and analytics populate instantly.
Track, Chase, and Follow Up
Use the Kanban board or list view to manage status. Check the Today View each morning. Generate the right reminder, send it, and log the follow-up.
Get Paid — or Build Your Paper Trail
Send professional reminders, log every follow-up, and generate an Evidence Pack if a client refuses to pay. Your entire chase history in one document.
What Your Morning Looks Like
InvoiceGrid turns “I should probably chase some invoices” into a 5-minute routine.
Open Today View
“3 invoices need action today” — you instantly see who's overdue, who needs a second reminder, and who you promised to follow up with.
Generate the right reminder
Click an invoice, choose a tone (Friendly for 3 days late, Firm for 30 days), and get a professional email in seconds. Copy, paste into Gmail, send.
Log the follow-up
Record what you sent, when, and by what channel. Your chase history builds automatically — creating a paper trail without extra effort.
Done. Move on with your day.
5 minutes and you've chased every overdue invoice. Tomorrow, InvoiceGrid tells you what to do next. No thinking, no forgetting, no stress.
Sound Familiar?
If you've ever lost money because you forgot to follow up, InvoiceGrid is for you.
“I forgot to follow up and now it's been 3 months”
You meant to chase that invoice last week. Then you got busy. Now it's awkward, overdue, and you're not sure what you already said.
“I never know what to write in a payment reminder”
You stare at a blank email for 20 minutes trying to sound firm without sounding rude. So you delay. Then another week passes.
“I have 15 open invoices and no idea who to chase first”
Some are 5 days overdue, some are 60. You're checking spreadsheets, email threads, and calendar reminders to piece it together.
“A client said I never sent a reminder — and I can't prove I did”
No record of what was delivered, when you chased, or what was agreed. You're exposed in a dispute with no paper trail.
InvoiceGrid fixes all of this
Open it each morning. See who to chase. Generate the email. Log the follow-up. If they still don't pay, download a dispute-ready Evidence Pack.
Four Pillars That Get You Paid
InvoiceGrid is built around the chase workflow — not dashboards. Every feature exists to help you recover money faster.
1. Know What Needs Action
Open the Today View every morning and see exactly which invoices need chasing. The Kanban board shows your entire pipeline — Pending, Reminded, Follow-up, Paid. No more scanning spreadsheets.
- Today View with daily action cards
- Kanban board + list view
- QuickBooks CSV import
2. Send the Right Follow-Up
The Email Generator creates professional reminders in 5 tones — from Friendly to Final Notice. The Follow-up Planner tells you when to send each one. No more staring at a blank email.
- 5-tone email generator
- Follow-up schedule planner
- Copy, paste, send in under a minute
3. Keep a Defensible Paper Trail
Every chase attempt is logged in the Chase History. Document deliverables with Proof of Work. If a client disputes, generate a complete Evidence Pack PDF in one click.
- Timestamped chase history
- Proof of work per invoice
- One-click Evidence Pack PDF
4. Understand Collection Performance
The Analytics Dashboard shows what matters: Collection Rate, DSO, cash flow forecast, and AR aging. Client Risk Scoring flags problem clients before they cost you.
- Collection rate, DSO, AR aging
- Cash flow forecast by week
- Client risk scoring (Low/Medium/High)
Data Stays Private
Encrypted & secure
No Credit Card
Start tracking free
Works Alongside QB
Import from QuickBooks CSV
Cancel Anytime
No contracts or lock-in
See InvoiceGrid in Action
A 2-minute walkthrough of the board, AR analytics, and follow-up workflow.
Try the Board — No Account Required
Add, edit, and drag invoices on a live board. See exactly how InvoiceGrid works before signing up.
Free Guides & Tools
Everything you need to chase invoices, write reminder emails, and get paid faster — no signup required.
Built for Every Freelancer & Business
Whether you're a solo freelancer or an agency, InvoiceGrid helps you chase late payments without the awkwardness.
Frequently Asked Questions
What is InvoiceGrid?+
InvoiceGrid is a visual AR management and invoice tracking platform. It sits between your invoicing tool (like QuickBooks or FreshBooks) and your bank account — giving you a Kanban board to track every unpaid invoice, a Today View for daily follow-ups, an Analytics dashboard with real metrics (Collection Rate, DSO, cash flow forecast, AR aging), client risk scoring, professional reminder email generation, and a one-click Evidence Pack for disputes. It replaces the Excel spreadsheet most freelancers and small businesses use to track who owes what.
Can I import invoices from QuickBooks?+
Yes. InvoiceGrid supports direct CSV import from QuickBooks Online. Export your Invoice List or Open Invoices report from QuickBooks, upload the file, preview the parsed rows, and import in one click. You can also use the Generic CSV template to import from any other system. Stage (Friendly/Neutral/Firm/Final) is automatically set based on how overdue each invoice is.
What analytics does InvoiceGrid provide?+
The Analytics dashboard shows: Collection Rate (% of invoiced amount paid), DSO (Days Sales Outstanding — the industry-standard measure of how long it takes to get paid), average invoice value, total collected, a 6-month invoiced vs collected trend chart, AR aging buckets (Current / 1–30 / 31–60 / 60+ days), stage distribution across your open invoices, a cash flow forecast showing expected inflows by week, and a ranked table of your top clients by outstanding balance.
How is InvoiceGrid different from just using QuickBooks?+
QuickBooks creates and sends invoices — that's its job. InvoiceGrid is the tracking and chasing layer it doesn't have. QuickBooks has no Kanban pipeline, no daily Today View, no systematic chase history, no client risk scoring, and no evidence pack for disputes. Most small businesses end up tracking open invoices in Excel because QuickBooks doesn't solve this. InvoiceGrid replaces that spreadsheet with a purpose-built AR management tool.
Is InvoiceGrid free to use?+
InvoiceGrid offers free tools including a payment reminder email generator, follow-up schedule planner, late fee calculator, and more. The full invoice tracking board, analytics dashboard, client risk scoring, Evidence Pack, CSV import, and today view require a paid plan starting at $12/month.
How does the Kanban invoice board work?+
You add your invoices (or import from QuickBooks CSV) and they appear on a visual board with columns: Pending, Reminded, Follow-up, and Paid. Drag invoices between columns as their status changes. Each invoice shows the amount, due date, stage, and days overdue. You can also switch to a list view with inline editing.
Does InvoiceGrid show which clients are most likely to pay late?+
Yes. The Client Risk Score feature automatically scores every client as Low, Medium, or High risk based on their invoice history — how often they pay late, how far through the follow-up stages invoices get, and how many are currently overdue. The Analytics dashboard also shows a ranked table of clients by outstanding balance so you can see at a glance who your highest-risk accounts are.
What happens if a client disputes my invoice?+
InvoiceGrid's Evidence Pack generates a complete, dispute-ready PDF in one click — it includes the invoice details, a timestamped record of every chase attempt with dates and methods, and your delivery notes (what was actually delivered). Download the PDF and send it to a lawyer, debt collector, or mediator. It transforms scattered emails and notes into a clean, court-ready paper trail.
What tones are available for reminder emails?+
The email generator offers 5 professional tones: Friendly, Neutral, Firm, Final Notice, and Escalation. Each generates contextually appropriate wording based on the invoice details you provide.