Finance
Payment Reminder Automation
Escalating reminders across email, SMS and WhatsApp that stop the moment payment lands.
- Typical saving
- 6 hrs/week
- Tools
- n8n · WhatsApp API · Razorpay
Trigger
Invoice due date passes
How it works
Step by step
- 1Check payment status daily against the ledger
- 2Send reminders at 3, 7, 15 and 30 days with escalating tone
- 3Include a one-tap payment link in every message
- 4Stop instantly on payment
- 5Escalate to the account owner beyond 30 days
Outcome
Days sales outstanding falls without anyone making awkward calls.
Built with
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