SSL & PM

Debt & Payment Manager

SSL & PM — Debt Manager

Dashboard

⚠

Customers Without Paperwork — Action Required

⚠ These customers have no signed agreement. Send them terms to accept to close this gap.
🛡

PM Storage — Declared Value & Insurance Monitor

Payment Tracker

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Paid Up / Credit
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Balance Owing
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Weekly Revenue
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Active Customers
CustomerCo.Unit(s)Rate/wk Pay This WeekBalanceStatusNotesActions
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Payment Pipeline

ℹ Customers reach Needs Review automatically when their balance hits 4× their weekly rate. Accept to send a reminder and move to Monitor. Reject to review again next week. Push manually to Debt Chasing when ready.
⚠ Needs Review 0
No customers currently need review.
👁 Monitor List 0
No customers on the monitor list.
🔔 Debt Chasing 0
No customers in debt chasing.
👤

Select or Enter Customer

— or enter manually —
📋

Agreement & Stage

📄

Letter Preview

📝

Select customer, choose stage, then click Generate Letter.

Letter Log

DateCustomerCo.StageTypeAmountNotes
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➕

Add New Customer / Unit

ℹ Adds the customer to Customer Tracking in Google Sheets.
Paperwork prefix: SSL-
📥

Import Bank Report — Weekly Payments

ℹ Paste your bank report below. The tool matches customer names, splits multi-unit payments, and flags mismatches for your review.
🔗

Name Mappings

ℹ When a bank name doesn't match exactly, add a mapping here.

Unit Directory

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Total Units
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Occupied
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Empty
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Unavailable
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Weekly Revenue

Statement Generator

👤

Select Customer

📅

Date Range

📄
No statement yet

Select a customer and date range, then click Generate Statement.