See Ledgerly’s invoice follow-up workflow before sharing real AR data.
This walkthrough uses five synthetic invoices to show the shape of CSV review, reminder draft approval, safety decisions, and weekly in-app report preview. It is not customer proof, a payment-outcome claim, or a live accounting integration.
The rows below are synthetic demo data from the repo’s sample AR aging fixture. Do not use real customer invoice data for a first-look walkthrough.
Five sample invoices, five different decisions
INV-1001 · pending
Acme Co · $1,250.50
Overdue and not marked paid, disputed, or promised.
INV-1002 · reminded
Beta LLC · $2,000.00
Already reminded, so the next note should ask for status rather than restart the cadence.
INV-1003 · promised
Northstar Studio · $875.00
Promised-payment context should be reviewed before sending another reminder.
INV-1004 · paid
Harbor Dental · $640.00
Paid invoices should not receive overdue reminders.
INV-1005 · disputed
Juniper Co · $1,499.00
A scope dispute needs human review, not a generic payment nudge.
The 2-minute walkthrough flow
Step 1
Start with sample CSV data
The first look can use synthetic rows only. Ledgerly does not need a real AR aging export, client email list, or sensitive invoice data to show the workflow shape.
Step 2
Review invoice status before drafting
Paid, disputed, promised-payment, do-not-contact, and sensitive relationship contexts need different handling. The point is to avoid the wrong reminder, not to send faster at any cost.
Step 3
Preview reminder copy before approval
Eligible invoices can move into reminder draft review. Your team should review the recipient, subject, body, tone, and timing before anything sends.
Step 4
Keep weekly status visible
Ledgerly supports in-app weekly report previews and CSV export. This page does not promise an automated report email or a human reply SLA.
Example weekly in-app report preview
Current product evidence supports in-app weekly report previews and CSV export. This is not an automated Monday email digest claim.