The Debts App has had a major upgrade! It’s now faster, clearer, and packed with new tools to help you manage outstanding invoices more efficiently.
🧾 Group by Client View
You can now view debts grouped by client, showing the total outstanding balance per client at a glance.
Expand or collapse each client to see individual invoices.
Send reminders for all of a client’s debts in one click.
Prefer the old view? You can toggle back to the traditional invoice list anytime.
📊 Improved Columns & Filters
New columns give you more insight and flexibility right from the table:
Invoice Tags — add and view custom tags per invoice.
Last Reminder Date — see when the most recent reminder was sent.
Number of Reminders Sent — track total reminder history per invoice.
Insurance Claim Flag — instantly identify invoices linked to insurance claims.
Invoice Notes — view any notes added directly to the invoice.
You can also:
Use filters in both Grouped and Invoices views.
Customise which columns you see, and your preferences will be saved to your profile.
⚡ Bulk Actions for Speed
Save time with powerful multi-select tools:
Bulk Send Reminders — send one combined reminder email for multiple invoices per client.
Bulk Apply Tags — organise invoices in just a few clicks.
Clickable Links — jump directly to invoices or client records for quick navigation.
💡 Payment links in reminder emails are being explored for inclusion soon!
🏥 Insurance vs Standard Debt
Flag invoices as insurance claims to prevent accidental reminder chasing. This ensures you only send follow-ups to the right accounts.
🏷️ Invoice Tagging
Create and apply custom invoice tags at the store or company level. Tags automatically adjust to fit content and make your debt table cleaner and easier to scan.
✨ UI Improvements
Improved spacing, fonts, and colours for better readability.
Clearer action labels across all tools.
Auto-sizing for tags and columns for a smoother experience.
💬 Summary
The Debts App 2.0 is a major step forward in usability and control. Whether you’re chasing payments, tracking claims, or organising overdue accounts, everything is now faster, clearer, and more customisable.