Automate the follow-ups (consent-safe)

A dunning ladder that nudges at 3, 7 and 14 days and stops on payment; workflow rules that fire once per event; sequences for the longer nurture — with consent deciding every send.

Chasing is a machine’s job. Set the ladder once and overdue invoices get a nudge at 3 days, a firmer one at 7 and a final notice at 14 — stopping the moment the money lands, and always respecting consent and quiet hours.

Turn on Automation
Enable the module under Approvals & automation; the ready-made dunning ladder ships with it.
Let workflow rules do the routine
Pick an event — invoice raised, payment received, invoice overdue — and the actions to run. Each rule fires once per event, every run logged, so nothing double-sends.
Sequence the longer nurture
For leads that need warming, email sequences enrol and step automatically — every send still passes the consent checkpoint.

Clients, projects and invoices

Add clients with GSTIN + state auto-fill. Send invoices — tax invoice, bill of supply, export invoice, receipt or credit note — start from an estimate, or split an invoice into a deposit + milestone schedule.

Estimates, deposits and payment schedules

Send an EST-numbered estimate with a hosted accept link — your client accepts with a typed name recorded with a timestamp — convert it to an invoice in one tap, and collect through a deposit or milestone schedule that chases itself.

Progress billing and invoice templates

Bill an estimate, sales order or retainer in tranches — by percentage or amount — with a running billed/remaining tally that can never over-bill the job to the paisa, and pick from three invoice PDF templates that each keep your show-on-PDF custom fields.

Automate the follow-ups (consent-safe)

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