Demo in production
Automations
Lead Follow-up Automation
Every lead from ads, forms and portals captured, scored and followed up automatically.
Automations template
Payment Reminder Automation
Polite WhatsApp and email reminders for unpaid invoices, with payment links.
Why this template
Built for distributors and wholesalers and more
Chasing payments eats hours and strains relationships. This automation reads outstanding invoices from Tally, Zoho or a sheet and sends polite, scheduled reminders with a UPI or card payment link — and stops as soon as the payment lands.
Ideal for
- Distributors and wholesalers
- Service businesses and agencies
- Schools and institutes collecting fees
Features
What is included
Reads outstanding invoices
Scheduled WhatsApp and email reminders
UPI and card payment links
Stops when paid
Escalation to your team
Collections dashboard
Screens & modules
What you get
- 1Outstanding list
- 2Reminder schedule
- 3Message templates
- 4Payment links
- 5Collections report
- 6Escalations
How it works
From template to launch
- 01
Choose
Pick the Payment Reminder Automation and tell us about your business on a short call or WhatsApp.
- 02
Customise
Share your logo, colours, content and any extra features. You get a fixed price in writing.
- 03
Build
We adapt the template, connect your tools and share a live preview to review.
- 04
Launch
Go live in about 1–2 weeks, with training and everything handed over in your name.
- 05
Grow
Optional care plan for updates, changes and new features as you grow.
FAQ
Payment Reminder Automation — questions
Is this a ready-made theme or a custom build?
Both. The template is a proven starting point we have designed and engineered; we then customise it with your brand, content, features and integrations, so you get a custom result faster and for less.
Can I change the design, colours and features?
Yes. Colours, fonts, layout, sections and features are all adjustable. Changes beyond the standard package are quoted in writing before we start.
Do I own the final website, app or system?
Yes. The customised build, your content and your data are yours, deployed on accounts in your name.
Which tools does it connect to?
Google Sheets, CRMs like HubSpot or Zoho, Tally, WhatsApp, email, payment gateways and most tools with an API — confirmed for your stack before we start.
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Get the Payment Reminder Automation for your business.
From ₹19,999 ($499 internationally), delivered in about 1–2 weeks. Fixed price in writing before we start.