Receivables Automation: Payment Reminders on WhatsApp & Email

Is this for you?

Who this is for, and who it isn't.

A good fit if…

You sell on credit to businesses or dealers
Outstanding receivables are a regular headache
Your team spends hours a week on payment calls

Not a fit if…

Customers pay upfront

What you get

Deliverables, not adjectives.

Receivables pulled daily from Tally or your ERP, with an ageing view
Reminder sequences on WhatsApp and email, softer early and firmer later
Payment links (UPI, card, net banking) in every reminder
Escalation rules: when to alert sales or the owner, and when to pause supply
Daily collections summary on WhatsApp

How it works

The playbook.

1.Week 1

Map

Ageing analysis, customer segments, and your current follow-up rules.

2.Weeks 2–3

Build

Integrate with your accounts, write reminder templates, set escalations.

3.Week 3

Go live

Start with one customer segment, check responses, then expand.

4.Ongoing

Run

Monitoring, template tweaks and monthly collection reports.

Timeline: Live in about 3 weeks. Most businesses see cash come in faster within the first cycle.

What we measure

The numbers you'll see every month.

Days sales outstanding (DSO)Overdue amountHours spent chasingCustomer complaints (should stay at zero)

Tools I use for this:

Tally PrimeWhatsApp Business APIRazorpay / payment linksGoogle SheetsClaude

Pricing

Start with a one-week AI Audit (₹50,000, credited) for a payback estimate. GST extra.

from ₹1L build + ₹25,000 / monthPriced by scope, not by the hour.

FAQ

Questions marketing leaders ask.

Won't customers find automated reminders rude?

Not when the tone is right. Early reminders are friendly ("here's your invoice and a payment link"), and firmer messages only go out later. You approve every template.

Does it work on WhatsApp?

Yes, through the official WhatsApp Business API, so messages come from your verified business number, not a personal phone.

What happens with disputed invoices?

Any reply that isn't a payment, like a dispute, a question or a promise to pay, pauses the sequence and goes to your team.

Can it stop supply to defaulters?

It can alert your sales or dispatch team when a customer crosses a limit you set. The decision stays with you.

Often paired with:

Get paid faster, without the awkward follow-up calls.