Credit Control Inside QuickBooks — Properly
Aged receivables exist in QuickBooks; the collections workflow doesn't. Who was chased, when, what they promised, what's escalated — that lives in Excel and inboxes. This addon layers the workflow on your live debtor book: dunning queues, promise-to-pay logging, collector assignment and DSO trending.
The collections workflow QuickBooks never built — dunning, promises and DSO on live data
Why Debtors Slip Through QuickBooks
The report isn't the workflow
QuickBooks shows you who's overdue — but tracking who chased them, when, and what they promised is a spreadsheet someone forgets to update.
Promises evaporate
'Payment Friday' gets said on the phone and forgotten by Monday. Promise-to-pay dates never make it back into any system.
Credit limits are honoured in theory
The customer hit their limit three invoices ago — the credit hold only happens when someone manually checks.
DSO quietly drifts
Cash gets tighter for months before anyone runs the numbers — the trend was in the data the whole time.
How It Works
Agent on your server
A lightweight agent installs beside your existing system — reads the data store directly, makes outbound connections only. No open ports, no VPN, no firewall changes.
Continuous replica
Your records flow to an encrypted, read-only cloud copy via a private tunnel — change-tracking, not dumps. The production system never takes the load.
Web dashboard
Your team searches, reports and browses from any browser or phone — scoped and audited. Answers from the data, not access to the server.
What Your Team Can Finally Do
Common QuickBooks Credit Control Scenarios
Monday morning collections
The credit controller opens the queue — every overdue account, its history, its promise status — instead of rebuilding the spreadsheet.
The customer over their limit
The moment a customer breaches their credit limit, the account flags — before the next order ships, not after.
Board-level cash visibility
DSO trend, top-10 debtors, promises outstanding — the finance meeting runs off the dashboard, not a stale export.
Credit Control Pricing
Every plan includes the agent, the replica and the dashboard. Setup is scoped to your systems — most installs are live within two weeks.
Add-on
£49/mo
Add to any tier
- ✓Dunning queue & chase history
- ✓Promise-to-pay tracking
- ✓Credit-limit alerts
- ✓Collector assignment
- ✓DSO dashboard
- ✓Unlimited viewer seats
Finance Pack
£79/mo
Bundle
- ✓Credit Control
- ✓Alerts engine
- ✓Audit Trail surface
- ✓~25% off list prices
- ✓Priority support
- ✓Quarterly review
Enterprise
Included
Bundled
- ✓All read-side addons
- ✓Unlimited files
- ✓SSO + audit feed
- ✓SLA + service credits
- ✓Dedicated engineer
- ✓Custom retention
Requires a DevPros replica tier (from £59/mo). One recovered invoice typically pays for a year of the addon.
QuickBooks Credit Control Data Access FAQ
Does it write back into QuickBooks?+
No — chase notes, promises and assignments live in the module, reading live balances from the replica. Your books stay untouched.
Can it send reminder emails automatically?+
Dunning emails can be generated and sent on schedule with your templates and branding — or staged for review before sending.
Does it work with multiple company files?+
Yes — one consolidated debtor view across entities, or per-file queues for separate credit teams.
What about disputed invoices?+
Disputes can be flagged with reason and owner — they drop out of the dunning queue until resolved so you stop chasing contested invoices.
Your QuickBooks Credit Control Data, Reachable
If the answers your team needs live in a system nobody can reach, that's fixable — without migration, without VPN, without new infrastructure.