oviex

Automations

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Finance automation

Get paid on time, without awkward calls.

Customers with overdue invoices get polite, then firmer reminders on WhatsApp and email, with a payment link. Once they pay, the reminders stop.

Book a free 30-min callSetup from $400₹30,000

Unpaid invoices wait for an awkward call. Payment reminder automation sends the reminder for you.

Following up on unpaid invoices is uncomfortable, so it gets delayed. Your team calls customers one by one, forgets some, and cash flow suffers while money sits with clients.

How it works

Overdue invoices get polite-to-firm reminders with a payment link on WhatsApp and email.
  1. 1Invoice becomes dueRead from your accounting software.
  2. 2Friendly reminderA polite message with the invoice and payment link.
  3. 3Firmer follow-upsEscalating tone on a schedule you approve.
  4. 4Paid and stoppedPayment is detected and reminders end.
Zoho Books · Example
II
Invoice INV-1048₹1,20,000 · 7 days overdue · Acme Retail
Reminder 2WhatsApp · Example
Hi Rohan, a gentle reminder that invoice INV-1048 for ₹1,20,000 is now due. You can pay here: (payment link)
  • Sent automatically
  • Stops when paid
DueReminded

What's included

  • WhatsApp and emailReminders reach customers where they read.
  • Payment link includedRazorpay, Stripe or UPI link in every message.
  • Tone you approveFrom friendly to firm, never rude.
  • Stops when paidPayments are detected automatically.
  • Escalation to youLong overdue accounts are flagged to the owner.
  • Weekly collections viewWho owes what, sent every Monday.
Works with
  • Zoho Books
  • Tally
  • QuickBooks
  • Razorpay
  • Stripe
  • WhatsApp Business
  • Gmail

Live in your workspace in four steps

  1. Discovery callWe understand how the work happens today.
  2. DesignWe agree on channels, rules and approvals.
  3. Build and testSet up on your tools and tested with real examples.
  4. Go liveHandover, a short training video and ongoing care.

FAQs

Can we exclude some customers?

Yes. Key accounts can be excluded or given a softer schedule, and you can pause reminders for any customer.

How does it know an invoice is paid?

It checks your accounting software and payment gateway. When the invoice is marked paid, the sequence stops.

Do we need a payment gateway?

No, but it helps. Reminders can include your bank or UPI details instead of a payment link.

Payment reminders and collections for your team, live in weeks

  • Setup from $400₹30,000
  • 60 days of free bug-fix support after go-live
  • Monthly care plan available
Book a free call