Finance follow-up
Collect payments on time, without chasing every customer.
Every customer invoice is tracked to its due date. Reminders go out automatically on email and WhatsApp, every follow-up is recorded, and the collection dashboard shows what is coming in — and what is stuck.
01The problem
Money stuck in late payments is the quietest loss in a factory.
Invoices go out, but nobody tracks the due date. Follow-ups depend on someone remembering to call. Dues cross 60 and 90 days while you borrow to buy raw material.
02How it works
Three steps.
- 1
Invoices are tracked
Each customer invoice is tracked with its due date. Due date alerts tell your team what falls due this week.
- 2
Reminders go out
Polite payment reminders go out automatically by email and on WhatsApp — before the due date, on the day, and after.
- 3
Every follow-up is recorded
Calls, promises to pay and replies are saved in the follow-up history. The collection dashboard shows the result.
Customer-wise ageing report
Outstanding payments
| Customer | 61–90 | 90+ | Total |
|---|---|---|---|
| Malabar Food Products | ₹ 8,46,000 | ₹ 5,17,000 | ₹ 18,75,000 |
| Sri Balaji Packaging | ₹ 2,40,000 | — | ₹ 12,45,000 |
| Annamalai Engineering | — | ₹ 2,50,000 | ₹ 9,20,000 |
| Vel Murugan Enterprises | — | — | ₹ 7,80,000 |
| Kerala Agro Machinery | — | — | ₹ 6,75,000 |
Sample outstanding report and WhatsApp reminder. Names and amounts are made up.
03Key points
What you get.
- Customer invoice tracking
- Outstanding payment report
- Due date alerts
- Automatic email reminders
- WhatsApp payment reminders
- Customer-wise ageing report (0–30, 31–60, 61–90, 90+ days)
- Follow-up history for every customer
- Collections report and 'Promised this week' on the owner's overview
Transforming follow-ups. Driving results.
See the follow-up management solution on a business like yours. Free demo, no obligation — and a 14-day free trial when you are ready.