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Bliss Payment Tracker

Upload your Excel or CSV files to track payments,
overdue invoices, and company-wise balances.

✓ .xlsx / .xls / .csv  ·  ✓ Any column layout  ·  ✓ Drag & drop

First time? Download a sample CSV ↓ to try it out without using your real data.

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Map Your Columns

Match each field below to the correct column from your file.
Required fields * must be mapped before continuing.

Please map all required fields before continuing.
▶ Show optional fields
Saved locally
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Add file
Open another spreadsheet as a new tab
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New session
Close all files and start fresh
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Print current view
Opens your browser's print dialog
Export to Excel
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All sheets
Unpaid · Paid · Flagged · Follow-ups — four tabs
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Unpaid only
Single sheet — pending invoices
✅
Paid only
Single sheet — cleared invoices
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Flagged only
Single sheet — flagged invoices
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Follow-ups only
Single sheet — invoices with scheduled follow-ups
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Current view
Exactly what's visible on screen now
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One sheet per division
Grouped export
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One sheet per client
Grouped export
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Original format (with edits)
Preserves your file's exact column layout
Export to CSV
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CSV — all rows
Universal format · works everywhere
No files open
🏢 Divisions 0
Invoices 0
Companies
✅ Payments Done 0
🚩 Flagged 0
📊 AR Aging
📅 Follow-ups 0
🚨 Escalations 0
🏢 Companies
📦 Work Orders
🧾 Invoice #s
No years selectedClear all
No CRM selectedClear all
No companies selectedClear all
No divisions selectedClear all
No work orders selectedClear all
No invoices selectedClear all
No regions selectedClear all

⚙️ Settings

Appearance
Switch instantly. Your choice is remembered across sessions.
Company
Shown in email/WhatsApp signatures sent to clients.
Appears below your company name in outgoing messages.
Currency
All amounts loaded from your files are treated as this currency.
If different from data currency, live exchange rates are applied.
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Source: open.er-api.com (free, ECB daily). Cached for 6 hours, auto-refresh on save.
Display & Data
Used to auto-calculate Due Date = Invoice Date + N days when your file doesn't have a Due Date column. Set 0 to disable auto-fill.
Email defaults
When you click "Open in Mail App", this address is passed as the sender. Most Outlook installs with multiple accounts (e.g. Microsoft 365) pick the matching profile automatically. Leave blank to use your mail app's default account.
Replaces the auto-generated signature in email drafts. Leave blank to use the company name above.
Every email or WhatsApp draft you open is logged locally (recipient · invoice · time). Helps track what's been chased.
Danger zone
Wipes every uploaded file, paid status, flag, follow-up, and these settings from this browser. Cannot be undone.
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💬 Ask the assistant… Alt+A
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Bliss Assistant
Ready · ask anything about the app or your data