How-to

How to use the Daymark payment follow-up tool

Daymark

1. Open the Get paid section and choose "Add an invoice". Fill in the client, reference, amount, currency and due date, then press "Add invoice".
2. Your invoices appear under "Your invoices". Use the filter to focus on overdue or upcoming ones.
3. To chase one, open "Prepare a payment reminder", choose a tone, and edit the draft so it sounds like you. Use "Copy draft" or "Download text".
4. Use the calendar option to add a follow-up date to your own calendar.
5. Export a CSV or a backup if you want a copy. "Try sample data" lets you explore first.

Your entries are handled in your browser. See the privacy page. Related guide: how to follow up politely.

Open the tool