Start where
your invoices live.
Connect QuickBooks, review a CSV or place invoices from your product. Modern Collections handles the collection work and keeps the file available to your team.
The same collection operation.
Your choice of handoff.
Explore the paths, then try the local CSV mapping and review example.
Use the file you already have.
Export your receivables, match the columns and review the rows. Useful when you want to start without an engineering project.
How to start
Open New placement → CSV upload in your dashboard. Preview the file, confirm the mapping and date format, then review the import result.
Discuss your importreceivables-example.csv
Two rows · USD · ISO dates
- Company
- Debtor company
- Invoice #
- Invoice number
- Value: 4800.00
- Due date
- Due date · YYYY-MM-DD
Match Balance to Invoice amount to review this example. The real importer also lets you choose dates, currency and rows to skip.
Bring the context
with the balance.
An invoice number and a usable contact make a file easier to follow. A supporting document can answer the question holding up payment.
- The invoice
- Number, amount, currency, invoice date and due date. Confirm the remaining balance before placing the debt.
- The debtor
- Company name, relevant contact details and location. Keep each invoice attached to the creditor authorized to place it.
- The supporting record
- Invoices, contracts, delivery notes and relevant correspondence. Keep documents available when a disputed item needs review.
Choose with the
right expectations.
A native connection and a file import solve different parts of the handoff.
Map the handoff before you build.
Bring the invoice source and the customer workflow. We’ll identify the intake path and the records your team needs back.