Purchase approvals on WhatsApp
Purchase orders and expenses are approved with one tap on WhatsApp, and approved ones post straight into accounts.
- PO raised
- One-tap approval
- Posted to accounts
Business Automation
WhatsApp payment reminders
What is WhatsApp payment reminder automation?
WhatsApp payment reminder automation reads overdue invoices from your accounting software and sends each customer a polite reminder with the amount due and a UPI payment link. It repeats on a schedule you choose and stops the moment the payment is recorded, so nobody has to chase payments by phone.
WhatsApp payment remindersAutomated
- Invoice overdue
- Reminder + UPI link
- Stops when paid
How it works
- 1
Invoice overdue
Each day the system checks your receivables in Tally or your accounting software for invoices past their due date.
- 2
Reminder + UPI link
The customer gets a WhatsApp message from your business number with the invoice number, amount and a UPI link or QR code.
- 3
Stops when paid
Once the receipt is entered, reminders stop. Customers who still haven’t paid after the last reminder are listed for a call.
Who it’s for
- Distributors and wholesalers with many credit customers
- Service businesses that bill monthly
- CA firms collecting fees from clients
What it connects to
TallyPrime or other accounting softwareWhatsApp Cloud APIUPI payment links
Questions people ask.
You control the wording, the timing and how many reminders go out. Messages are sent from your verified business number and can be stopped for any customer.
Yes. Business-initiated WhatsApp messages need a template approved by Meta. I set up and submit the templates as part of the work.
TallyPrime is the most common. It can also work from other accounting systems or an Excel export of outstanding invoices.
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Related case studies
Rows read1,284
Balance ✓1,284
Narrations read96%
For review41
| Date | Narration | Balance | |
|---|---|---|---|
| 02 Sep | UPI/SWIGGY/4218… | 4,82,116.40 | ✓ |
| 02 Sep | NEFT/MEHTA TRADERS | 5,68,616.40 | ✓ |
| 03 Sep | IMPS/OWN A/C ICICI | 4,18,616.40 | ✓ |
| 04 Sep | ACH/AWS INDIA | 4,00,214.29 | ✓ |
| 05 Sep | UPI/RAKESH KUMAR | 3,98,214.29 | ✓ |
| 05 Sep | RTGS/SUNRISE DIST. | 6,38,214.29 | ✓ |
Swiggy · 14 rows→ Staff welfare
AWS India · 3 rows→ Software expenses
Own a/c ICICI · 6 rows→ Contra
Business AutomationAccounting & bookkeeping
Bank Statement to Tally
Bank statement PDFs turned into verified, Tally-ready books in minutes.
SupplierKalvani Packaging Co.
GSTIN27AAKFK••••1Z5
Invoice no.KPC/25-26/0417
Line items23 items · HSN 4819
Taxable value₹1,84,200.00
CGST 9% + SGST 9%₹33,156.00
Freight₹2,400.00
Total₹2,19,756.00
Ledger: Purchase @18% · Vendor mapped✓ Voucher #1182 posted
Business AutomationAccounting & finance
Invoice AI for Tally
Upload a purchase invoice, review what the AI read, and post it into Tally in one click.
Want this set up for your business?
A free 30-minute call. You walk me through the process; I tell you what can be automated, roughly how, and what it would take.