WORKFLOW PREVIEW

Preview the same PaidChaser workflow before starting Pro.

Use the page you opened as a shortcut: review demo invoices, keep the same context, then start Pro only if it matches the invoice problem.

Demo invoices onlyNo account created hereWorkflow preserved

Follow-up workspace

Preview the queue exactly like the trial starts.

Review open invoices that need attention

Check reminder drafts before anything is used

Keep sent, paid, archived, and next-follow-up status visible

Preview mode: demo invoices only.No reminders send, no account is created, and no customer data is saved here.

Use the preview as a shortcut: check the queue, review reminder control, then start Pro with the same workflow context.

Step 1

Open the queue with demo invoices and see which items need attention before any customer message is used.

Step 2

Open the reminder queue to see how PaidChaser keeps drafts review-first and under team control.

Step 3

If this matches the unpaid-invoice problem, start Pro with the workflow preserved through signup.

Outstanding balance$12,9332 open items

Overdue$8,420Needs follow-up

RiskHigh riskTwo late cycles in a row. Escalate only after review.

Open invoices and Shopify order references.

INV-2407#1048 - due Apr 5 - 9d overdue

$8,420

INV-2440#1079 - due May 20 - Current

$4,513

Useful payment notes without clutter.

Account note

Two late cycles in a row. Escalate only after review.

WholesaleEscalation

Payment follow-up for INV-2407

Forge & Field - Overdue rule - Automation

review

Overdue reminder queued

INV-2407 is ready for review before the next follow-up.

Apr 15, 2026 - Forge & Field