Sync
Invoices flow in
Clients and invoices come in from Xero, QuickBooks or MYOB. No double entry.
Get paid.
Without the chase.
FREENo subscription requiredTired of chasing overdue invoices, sending the same reminders and wondering when you’ll get paid? OnboardMe brings your whole debtors process into one platform, so you spend less time following up and more time getting paid.
- Free when you collect payments through OnboardMe
- Use it on its own, or alongside our other modules
- Unlimited clients and users
Two-way sync with
Debtor management. Your way.
From invoice to reconciled.
A fully customisable workflow with automated payments, payment plans and statements. Routine collections run themselves, and your team only steps in for the exceptions.
Collect
Paid automatically
Saved cards and bank accounts are charged on the due date. Everyone else gets a Pay now link to their portal.
Remind
Reminders go out
Overdue bills get email or SMS reminders on your schedule, paused when a dispute or arrangement is in place.
Resolve
Plans for the rest
Clients who can’t pay in full can choose a payment plan. Your team only handles the exceptions.
Reconcile
Ledger reconciled
Payments and settlements reconcile to your accounting system and bank account.
Debtors queue
Every overdue bill, in one queue.
See what’s due, what’s overdue and where each bill sits in your workflow. Send an email or SMS, take a payment or set up a plan without leaving the queue.
- Collection statuses and notes
- Email or SMS from any bill
- Disputes and promises to pay
- Daily failed payment summary
The full debtors package
Everything you need to get paid on time.
Workflows, automated collections, reminders, payment plans and statements. All of it is included.
Collect
- Automated payments
- Charge the saved card or bank account on the due date.
- Payments when you need them
- One-off, scheduled, or paid from the client’s portal.
Chase
- A workflow you design
- Your steps, templates, branding and team assignments.
- Reminders on your rules
- Email or SMS that pauses for disputes and arrangements.
Resolve
- Payment plans
- Weekly to quarterly instalments, with an optional deposit.
- Statements
- Full or open-item, with a Pay now button, as PDF or CSV.
Billing integrations
Works with Xero, QuickBooks and MYOB.
Connect your accounting system with two-way sync. Clients and invoices flow into OnboardMe, and payments and settlements flow back, so your books stay reconciled without duplicate entry.
ClientsInvoicesInvoice changes
PaymentsSettlementsBank reconciliation
Debtors queue, collections, reminders, plans and statements
Client portal
A client portal that keeps payments moving.
Clients click Pay now on their invoice or statement and land straight in their portal. OnboardMe collects on the dates you set, and your team manages the exceptions, disputes and broken promises.
- See exactly what they owe
- Update a card or bank account
- Pay an invoice in a few clicks
- Choose a payment plan
Pricing
Free to use. No subscription required.
The full debtors package is free when you collect payments through OnboardMe. You only pay standard processing fees on the payments you collect.
Debtor management
$0/ month
Unlimited clients, users and billing communications.
Customised branding and workflows
A polished client experience in your branding, with workflows that match how you work. Send from your own mailbox.
Unlimited clients and users
Your whole business can work in OnboardMe without worrying about user or client limits as you grow.
Debtor management
Automate follow-ups and track payments, so overdue invoices don’t rely on someone remembering to chase.
Client portal
A portal your clients can use with ease to pay, update details and manage plans.
Unlimited billing communications
Unlimited statements, invoices and payment reminders, with no extra limits or manual effort.
Accounting integrations
Two-way sync with Xero, QuickBooks and MYOB, bringing clients and invoices in from the systems you already use.
Payment processing fees
Per transaction, only when you collect payments through OnboardMe.
BECS Direct Debit
1%
+ 30c per transaction, capped at $3
Visa & Mastercard
1.70%
+ 30c per transaction
American Express
2.50%
+ 30c per transaction
All payment processing fees exclude applicable taxes.
Why OnboardMe for debtors
Less chasing. More cash flow.
Collections that run on the due date
Let routine payments take care of themselves. More consistency, fewer follow-ups and less time spent managing collections.
Fewer awkward chases
Reminders follow the way your business works, so clients get the right nudge at the right time without unnecessary chasing.
Payment plans that work for clients
A more flexible way to pay, with your business in control and a clear view of what’s paid and what’s outstanding.
Easier month-end statements
Send statements in a few clicks, keep clients up to date and give them an easy way to pay as soon as they’re ready.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
Book an OnboardMe demo with a real human. Yes, an actual one. No sales scripts, robots or pre-recordings, just answers.
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