New from CharterLaw Accounting
Smart invoice recovery built for CharterLaw customers.
CollectWise gives CharterLaw clients a practical way to recover overdue invoices without adding manual chase work to internal teams. Each matter follows a structured notice sequence with real-time visibility from first contact through next-step decisions.
Delivered by CharterLaw Accounting with workflows tuned for professional services, SMEs, and owner-managed businesses.
CharterLaw customer workflows
Letters + email + SMS automation
Escalation-ready handover
CollectWise Flow
Day 1: Initial overdue notice issued
Day 7: Follow-up reminder if unpaid
Day 14: Final notice with escalation warning
Product Snapshot
- Built for overdue client invoices
- Self-service upload and matter launch
- Automated letters, email, and SMS notices
- Staged Day 1, 7, 14, 21+ workflow
- Shared visibility for client and adviser teams
- Optional escalation pathways when needed
Product Features
Everything CharterLaw customers need to run invoice recovery in a controlled flow.
A practical recovery channel that complements ongoing accounting and advisory relationships.
Self-Service Invoice Upload
Launch matters quickly and place overdue accounts into a predefined recovery workflow.
Automated Communications
Letters, emails, and SMS are issued automatically at each demand stage for timely communication.
Dashboard Monitoring
Track debtor responses and payment outcomes with clear visibility across every active matter.
Pause and Complete Controls
If payment or correspondence is received, the process can be paused or completed immediately.
Full Auditability
Every notice, communication, response, and status change is recorded for clear reporting and oversight.
Escalation Handover
Unresolved debts can be progressed to further escalation pathways when required.
Xero Integration
CollectWise works alongside your Xero-based workflow.
CharterLaw customers using Xero can run invoice recovery through CollectWise without changing their existing accounting stack. The integration focus is to reduce duplicate handling, keep debtor actions visible, and support faster decisions across finance teams.
Xero-friendly implementation
Less manual re-keying
Faster recovery follow-up
How the integration supports collections
- Keep invoice context clear while progressing overdue accounts through staged recovery actions.
- Centralize communication events and payment outcomes so teams can track status without scattered updates.
- Move unresolved matters into escalation pathways with cleaner handover information.
Collections Flow
How to collect overdue accounts with CollectWise.
The flow below reflects the staged process CharterLaw customers can use for low-value overdue invoices, from initial notice through escalation selection.
Day 1
Initial overdue notice
The process begins with an initial demand notice and seven-day payment window. Responses are tracked centrally in CollectWise.
Day 7
Follow-up reminder
If unpaid, a follow-up reminder is issued automatically and the payment window is reset for seven days.
Day 14
Final notice of demand
A final notice is sent where payment is still outstanding, clearly setting expectations for what happens next.
Day 21+
Choose next action
CharterLaw and the customer can then choose to close, continue, or move the matter into an escalation pathway.
Communication logic in every stage
- Letters, emails, and SMS are triggered together at each notice stage.
- Every action is recorded for transparent tracking by CharterLaw and the client team.
- If payment or correspondence arrives, you can pause or complete immediately.
- Escalation remains available for unresolved matters after the notice cycle.
Client Testimonials
Feedback from CharterLaw customers using CollectWise in production.
"Proven, reliable, no-fuss collections. The platform is straightforward, the process kicks off instantly, and we stay updated the whole way through. No chasing, no surprises, just results. Funds go direct to us, and the job gets done efficiently. We also recommend this to our clients, and so far they have delivered 100% of the time. That track record speaks for itself."
Bookkeeper
"It is a no-brainer. We chase multiple small balances each week and CollectWise finally gives us a process that is affordable, structured, and easy to run."
Parking Enforcement
"Switching to CollectWise has been a game-changer for our practice. It is easy for the team to use, and we have seen a measurable reduction in outstanding debt month on month."
GP Practice
"We use CollectWise in our law firm and value the balance between control and automation. It helps us recover debt without compromising client relationships."
Law Firm
"CollectWise has helped us recover a solid percentage of older receivables. The workflow is simple, effective, and much easier to manage than traditional alternatives."
Plumbing Business
FAQ
Questions about launching CollectWise.
Launch CollectWise for Your Portfolio
Add a smart invoice recovery channel for your CharterLaw client base.
Talk with the CharterLaw Accounting team to configure CollectWise workflows, communication templates, and escalation preferences for your customers.