Use case

Payment reminders that go out on their own, politely and on time

Chasing payments is the job everyone puts off. We set up reminders that check your overdue invoices every morning and send the right message at the right stage, by email or WhatsApp. Big or sensitive accounts are drafted for a person to send.

How it works

No.PointWhat it means in practice

01Every morningOverdue invoices are read from Odoo, QuickBooks or Xero.

02StageA friendly note a few days after the due date, a firmer one later, then a call task for a person.

03ChannelEmail with the invoice attached, and WhatsApp for customers who agreed to it.

04ApprovalReminders above an amount you set wait for a person to approve.

05RecordEach reminder is logged against the invoice and customer.

06StopOnce paid, the reminders stop on their own.

What it changes

Reminders go out every time, not only when someone remembers, and your team spends its time on the few accounts that need a conversation.

Questions people ask

Will customers find it pushy?

The wording and timing are yours. Most firms start gently and only escalate after a few weeks.

Does Odoo have follow-ups built in?

Odoo Enterprise has payment follow-ups. We set those up, or build reminders for Community, QuickBooks and Xero, including WhatsApp.

Can it send statements too?

Yes, a monthly statement to each customer with a balance.