WhatsApp Account Followup

• Automatically send overdue invoice payment reminders

• Configure multi-level followup scenarios

• Message templates by severity level

• Automated scheduling based on due dates

• Track response rate and payment rate

• Integration with Accounting receivables

• Personalized messages with invoice details

• Escalation workflow for long-overdue debts

• Level 1: Gentle reminder (3 days overdue)

• Level 2: Polite reminder (7 days overdue)

• Level 3: Serious reminder (15 days overdue)

• Level 4: Final notice (30 days overdue)

• Custom levels per business needs

• Different tone by overdue severity

• Auto-escalate to email/phone if needed

• Stop followup when payment completed

• Friendly reminder - Gentle notification

• Payment due - Due date notification

• Overdue notice - Overdue notification

• Final notice - Final warning

• Payment confirmation - Payment received

• Personalization with customer name, invoice number

• Dynamic amount and due date

• Payment link in message

1. Navigate to Accounting > Configuration > Followup Levels

2. Create or edit followup level

3. Select "Send WhatsApp Message" action

4. Choose corresponding WhatsApp template

5. Configure days after due date

6. Set sending conditions (amount threshold, customer type)

7. Configure retry policy if send fails

8. Test with sample invoice

1. Scheduled action runs daily to check invoices

2. Filter unpaid overdue invoices

3. Determine followup level based on days overdue

4. Check customer has WhatsApp phone number

5. Render template with invoice information

6. Send message via WhatsApp API

7. Log followup action to invoice

8. Schedule next followup level

• {{customer_name}} - Customer name

• {{invoice_number}} - Invoice number

• {{invoice_amount}} - Invoice amount

• {{due_date}} - Due date

• {{days_overdue}} - Days overdue

• {{payment_link}} - Online payment link

• {{company_name}} - Company name

• {{contact_person}} - Contact person

• Generate unique payment link per invoice

• Support payment gateways (Stripe, PayPal, local)

• One-click payment from WhatsApp

• Secure payment with token

• Auto-reconcile on successful payment

• Payment confirmation via WhatsApp

• Track conversion rate from WhatsApp

• Expired link after certain time

• VIP customers - Polite tone, less aggressive

• Regular customers - Standard followup

• High-risk customers - Aggressive followup

• First-time overdue - Gentle reminder

• Repeat offenders - Strict policy

• Large amount - Personal call + WhatsApp

• Small amount - Automated only

• By industry/region - Customized approach

• Number of followup messages sent

• Response rate from customers

• Payment rate after followup

• Average days to payment

• Followup effectiveness by level

• Cost per collection

• Outstanding receivables trend

• Customer payment behavior analysis

1. WhatsApp reminder levels 1-3

2. Email followup if no response

3. Phone call from accounting team

4. Manager escalation for large amounts

5. Legal notice preparation

6. Debt collection agency referral

7. Write-off consideration

8. Document all communication

• Send summary for customers with multiple overdue invoices

• Total amount outstanding

• List of overdue invoices

• Bulk payment link

• Partial payment option

• Payment plan proposal

• Reduce message cost

• Better customer experience

• Opt-in requirement for WhatsApp marketing

• Respect customer communication preferences

• GDPR compliance for data handling

• Clear opt-out mechanism

• Professional tone in all messages

• Avoid harassment or spam

• Document all followup attempts

• Respect local business hours

• Auto-sync invoice status

• Update payment status real-time

• Link WhatsApp messages to invoice

• Followup history on invoice form

• Accounting reports include WhatsApp metrics

• Reconciliation with payment gateway

• Credit limit management

• Customer credit score tracking

• Custom followup levels and timing

• Industry-specific templates

• Multi-language support

• Brand voice customization

• Different strategies by customer segment

• Integration with CRM data

• Custom fields in templates

• Workflow automation rules

• Send during business hours (9am-5pm)

• Avoid weekends and holidays

• Test templates with sample customers

• Monitor response rate and adjust

• Personalize messages as much as possible

• Provide easy payment options

• Be polite but firm

• Follow up consistently

• Track and analyze results

• Train team on escalation process

• Days Sales Outstanding (DSO) reduction

• Collection rate improvement

• Response rate to WhatsApp reminders

• Payment within 24h of reminder

• Reduction in bad debt

• Cost per collection

• Customer satisfaction score

• Time saved vs manual followup

• Customer not receiving: Verify phone number format

• Message blocked: Check template compliance

• Payment link not working: Test gateway integration

• Followup not triggering: Check scheduled action

• Duplicate messages: Review followup rules

• Wrong amount: Verify invoice data sync

• Customer complaints: Review tone and frequency

• Low response rate: Optimize timing and content

• Followup Level - Reminder level

• Days Overdue - Number of days past due

• Payment Reminder - Payment notification message

• Escalation - Process escalation

• Collection Rate - Recovery rate

• DSO - Days Sales Outstanding

• Receivables - Accounts receivable

• Payment Link - Payment URL