CopyDenial appeal
A draft appeal written in the payer's language.
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Outstanding balances
Money conversations are awkward enough without first having to hunt down who owes what. Your Assistant assembles the list so you can spend your discomfort on the conversation, not the spreadsheet.
Ask your Assistant
Outstanding client balances, assembled in one list
Show me the clients with outstanding balances that need attention. Include the amount due, how old the balance is, recent payment activity, and whether there is already an invoice or payment plan so I can decide what to follow up on.
See it work
Upheal Assistant
Example
Outstanding balances
Alex · Tue 2:00 PM · Session 14
Balances needing attention:
- Alex: $25 outstanding, 93 days old, partially paid invoice.
- M.: $80 outstanding, 46 days old, no payment activity in the last 30 days.
Morgan's $60 balance is on an active payment plan, so I did not include it as needing follow-up.
Fictional example · No real client data.
How it works
It checks the ledger
Open invoices and unpaid client balances are gathered from the billing record.
It sorts what needs attention
See the amount, age, and relevant billing context in one place.
You choose the follow-up
Send a reminder, review an account, or leave it alone for now. The list is ready when you are.
Your most popular FAQs
What does the Outstanding balances list show?
Every client with an unpaid balance, the amount, how long it has been outstanding and the last payment activity, pulled from Upheal's billing records.
Does it contact the clients?
No. It assembles the list. If you want a message drafted for a specific client, ask for that as a next step and review it before sending.
Can I filter it?
Yes. Ask for balances over a certain amount, older than a certain number of days, or for one client.
How current is the list?
It reads Upheal's billing records at the moment you ask, so a payment posted this morning is already reflected.
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