Demo dataStart Pro trialFinish setupPro plan active
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
Start Pro trialCompare plansReview open items
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.Workflow selected: dunning software small business.

Start this workflow in 60 seconds

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

Step 1

Preview with demo invoices

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

Review open items
Step 2

Review reminder control

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

Review reminders
Step 3

Start Pro from this workflow

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

Start Pro trial
Reminders

Automated enough to save time, controlled enough to feel safe.

Review manual sends, active rules, and recent reminder history from one place.

Review queue

Held reminders stay here until you approve them.

Forge & FieldPayment follow-up for INV-2407
Review

Manual reminder

Send one reminder without changing automation.

Automation rules

Clear defaults for pre-due, due-date, and overdue follow-up.

Active7 days before due date

Friendly pre-due nudge

Open invoices above $2,500

Skips customers with a reminder in the last 72 hours.
ActiveOn due date at 10:00

Due today reminder

Due invoices

Held for review on new or high-risk accounts.
Active3, 10, and 21 days overdue

Overdue follow-up

Overdue invoices

Escalations pause after a customer replies or pays.
Scale30 days overdue

Account escalation path

Accounts above $50,000

Requires owner approval before sending.

Reminder history

Sent, scheduled, and reviewed messages.

Payment follow-up for INV-2411

Aurora Outfitters - Manual reminder - Maya

sent
Payment follow-up for INV-2407

Forge & Field - Overdue rule - Automation

review
Invoice due today

Lumen Home Goods - Due-date rule - Automation

scheduled