Financial Management

Automatic messages to customers and suppliers

The messages a business means to send and does not: the bill, the receipt, the reminder. Sent on the event rather than on remembering.

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The follow-through nobody has time for

Every business intends to send the bill immediately, confirm the payment and remind before the due date. In practice the counter is busy, and messages go out in batches days later, if at all.

Tying the message to the event closes the gap: raising the bill sends it, recording the payment confirms it, the due date triggers the reminder. Customers get a business that communicates promptly, without anybody finding the time to be prompt.

Letting it run

  1. 1Set credit terms

    So bills carry due dates.

  2. 2Bill as usual

    The message goes with it.

  3. 3Record payments

    The receipt follows.

  4. 4Reminders handle the rest

    On the dates the bills set.

Inside Financial Management

The money side of the business: what has been billed, what has been collected, what is still owed, and what the tax on all of it comes to. Party ledgers sit at the centre — every bill and every payment lands on somebody’s khata, and the balance there is the number you act on.

Most of this area runs on its own once bills are being raised: ledgers update as you bill, reminders go out on their due dates, and the GST reports are built from what is already recorded.

Add-ons for this feature

Extra WhatsApp Notifications — 1,000₹150

per pack

All plans

What it works with

The dates behind them and the number they are sent from.

Reports it feeds

Receivable ageing · Party-wise outstanding

Every feature, by plan →

Questions people ask

What triggers a message?

The event: a bill raised, a payment recorded, a due date reached.

Do they use my message allowance?

WhatsApp messages draw on the monthly allowance the plan carries.

Can they come from my own number?

Where own-number sending is set up, yes.

Be the business that always sends the bill

Promptness is easier to automate than to remember.