How Paidex works

One file in, one ledger out. No data entry, no integrations, no reviews to collect — just the payment facts already sitting in your invoices.

No. 01The steps

From export to ledger

01

Export your invoices from QuickBooks

In QuickBooks Online, run any invoice report and export it to CSV. Paidex works from that file alone — no account connection, no API, no permissions to grant.

02

Upload the CSV

Sign in and drop the file in. Everything is parsed in your browser; nothing is stored until you confirm the import.

03

Confirm the column mapping

Paidex auto-detects the customer, invoice date, amount, and payment columns by matching your headers. You confirm the mapping in one screen — QuickBooks reports vary, so you always get the final say.

04

Read the ledger

Every customer is listed worst-first: total billed, open balance, dollars 60+ days past due, average days-to-pay, and late percentage — each with a plain-language verdict.

No. 02The report

What you get back

A ledger, sorted worst-first. Every column traces to an invoice or a payment.

Total open balance

$24,190

60+ days past due

$20,720

Avg days-to-pay

64d

Delinquent

3

CustomerOpen60+ dueAvg payVerdict
Brenner Builders$12,300$12,30033dDelinquent
Rivera Remodeling$8,420$8,420125dDelinquent
Oakline Property Mgmt$1,900$072dSlow Pay
Handel & Sons HVAC$0$021dOn Time

Open — unpaid balance still on the books.

60+ due — of that, how much is more than 60 days late.

Avg pay — mean days from invoice to payment.

Verdict — plain words from the thresholds, never a score.

No. 03The verdict

How a verdict is decided

Two fixed thresholds — 21 days and 60 days late — decide every verdict. Never a score.

On Time0–21 days

Paid on time, or an open balance under 21 days past due.

Slow Pay21–60 days

Paid 21–60 days late, or half of invoices paid late.

Delinquent60+ days

An open balance 60+ days past due, or paid 60+ days late.

Invoice dateDay 21Day 60 →
Delinquent

Money more than 60 days past due, or an invoice that was paid more than 60 days late.

Slow Pay

Not delinquent, but a pattern of late payment or a balance more than 21 days past due.

On Time

Has payment or balance history and none of the above.

No Data

Nothing computable yet from the imported invoices.

Verdicts are plain-language summaries of the numbers on the row — nothing more.