Send Payment Reminders

Reduce overdue receivables by sending polite, professional payment reminders to customers with outstanding balances directly from the app.

Step-by-step guide

1. 1

   Identify customers with outstanding balances

   Go to Customers. The customer list is sorted by outstanding balance so customers who owe you money appear at the top. Colour-coded indicators show which balances are current, slightly overdue, or severely overdue.

2. 2

   Select a customer to remind

   Tap on a customer to see the full list of their overdue invoices with individual due dates and amounts. Review the ledger quickly to confirm the outstanding balance is correct before sending the reminder.

3. 3

   Tap "Send Reminder"

   Tap the "Send Reminder" button. A pre-written, professional reminder message is prepared automatically, including your business name, the total outstanding amount, and a list of overdue invoices with their due dates.

4. 4

   Customise the message if needed

   Edit the reminder message to add a personal touch, extend a deadline, or include your bank account details or preferred payment method. Write or save the message for reuse in future reminders to save time on repeat follow-ups.

5. 5

   Send via WhatsApp or SMS

   Choose to send via WhatsApp (opens the WhatsApp chat with the message ready to send) or via SMS. Khata Tracker logs the date and time of each reminder sent, so you always have a record of your follow-up activity.