{"id":37483,"date":"2026-05-15T10:14:33","date_gmt":"2026-05-15T04:44:33","guid":{"rendered":"https:\/\/mybillbook.in\/s\/?page_id=37483"},"modified":"2026-09-11T12:42:19","modified_gmt":"2026-09-11T07:12:19","slug":"payment-reminders","status":"publish","type":"page","link":"https:\/\/mybillbook.in\/s\/features\/payment-reminders\/","title":{"rendered":"Payment Reminders"},"content":{"rendered":"

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<\/span>\n\t\t\t\tPayment Reminders\t\t\t<\/span><\/h1>\n\t\t\t\t\t\t\t
\n\t\t\t\tSend due payment reminders to customers and collect payments on time\t\t\t<\/h5>\n\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_row_inner][vc_column_inner width=”1\/2″][vc_btn title=”Book Free Demo” style=”custom” custom_background=”#4c3cce” custom_text=”#ffffff” shape=”round” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Ffreetrial.mybillbook.in%2Fbook-demo-v1.html|target:_blank”][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_btn title=”Start Free Trial” style=”outline” shape=”round” color=”blue” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Fmybillbook.in%2Fapp%2Fcreate-account”][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”37486″ img_size=”large”][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778568420712{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #4c3cce !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]
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<\/span>\n\t\t\t\tPayment Reminders Feature in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]<\/p>\n
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Payment Reminders in myBillBook help businesses stay updated about pending customer payments<\/a> and upcoming payment obligations.<\/span><\/p>\n

You can set reminders around invoice due dates, receive collection alerts on the mobile app and WhatsApp, and send sales invoice reminders to customers through SMS.<\/span><\/p>\n

myBillBook also provides a separate one-click WhatsApp reminder option on the web version, allowing you to initiate a payment reminder directly from Party List or Party Details.<\/span><\/p>\n<\/div>\n<\/div>\n

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<\/span>\n\t\t\t\tHow to Use Payment Reminders in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n

Step 1: Open Settings<\/h3>\n

Go to Settings<\/strong> from your myBillBook dashboard.<\/p>\n

Step 2: Select Reminders<\/h3>\n

Open the Reminders<\/strong> section from the settings menu.<\/p>\n

Step 3: Enable Payment Reminders<\/h3>\n

Turn on the available payment reminder options based on how you want to track upcoming or pending payments.<\/p>\n

Step 4: Choose Reminder Options<\/h3>\n

Select the reminders you want to receive or send based on invoice due dates.<\/p>\n

Step 5: Save Changes<\/h3>\n

Click Save Changes<\/strong> to apply your reminder settings.<\/p>\n

<\/h2>\n

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<\/span>\n\t\t\t\tSend WhatsApp Reminders for Pending Payments\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n

myBillBook now lets you send payment reminders to customers directly through WhatsApp from the web app. From the Party List or Party Details page, you can open a pre-filled reminder in WhatsApp Web, review the message, and send it to the customer.<\/span><\/p>\n

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<\/span>\n\t\t\t\tHow to Send WhatsApp Payment Reminders with myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n

myBillBook also lets you quickly send WhatsApp payment reminders to customers with outstanding balances from the web version.<\/p>\n

From the Party List<\/h3>\n
    \n
  1. Open the Party List<\/strong>.<\/li>\n
  2. Find the customer with an outstanding payment.<\/li>\n
  3. Click the WhatsApp icon<\/strong> beside the outstanding balance.<\/li>\n
  4. WhatsApp Web opens with a pre-filled payment reminder.<\/li>\n
  5. Review the message and click Send<\/strong>.<\/li>\n<\/ol>\n

    From Party Details<\/h3>\n
      \n
    1. Open the required customer from the Party List.<\/li>\n
    2. Click Send Reminder<\/strong> on the Party Details page.<\/li>\n
    3. WhatsApp Web opens with the drafted reminder.<\/li>\n
    4. Review and send the message to the customer.<\/li>\n<\/ol>\n

      The reminder is pre-filled for convenience, but the message is not sent automatically. You can review it before sending.[\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778503734546{padding-top: 32px !important;background-color: #4c3cce !important;}”][vc_column]

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      <\/span>\n\t\t\t\tBenefits of Payment Reminders Feature on myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778649755604{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #4c3cce !important;}”][vc_column width=”1\/2″]
      \n
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      \n \n <\/i> <\/span>\n <\/div>\n
      \n

      \n Avoid Missed Collections<\/span>\n <\/h3>\n

      Stay aware of pending customer payments and upcoming collection dates.<\/p>\n <\/div>\n <\/div>\n<\/div>[vc_empty_space]

      \n
      \n
      \n \n <\/i> <\/span>\n <\/div>\n
      \n

      \n Follow Up on Time<\/span>\n <\/h3>\n

      Use invoice due dates to identify when customer payments need attention.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column][vc_column width=”1\/2″]

      \n
      \n
      \n \n <\/i> <\/span>\n <\/div>\n
      \n

      \n Reduce Manual Follow-Ups<\/span>\n <\/h3>\n

      Spend less time repeatedly checking unpaid invoices and outstanding balances.<\/p>\n <\/div>\n <\/div>\n<\/div>[vc_empty_space]

      \n
      \n
      \n \n <\/i> <\/span>\n <\/div>\n
      \n

      \n Keep Outstanding Payments Organised<\/span>\n <\/h3>\n

      Manage dues and payment follow-ups as part of your regular billing and collection workflow.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778589331888{padding-top: 32px !important;padding-bottom: 32px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]

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      <\/span>\n\t\t\t\tEverything You Can Manage with Payment Reminders\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]<\/p>\n

      Sales Invoice Reminders<\/h3>\n

      Send SMS reminders to customers three days before the invoice due date or on the due date.<\/p>\n

      Purchase Invoice Reminders<\/h3>\n

      Get alerts three days before a purchase payment is due and again on the due date.<\/p>\n

      Payment Collection Alerts<\/h3>\n

      Receive payment reminders on the myBillBook mobile app and WhatsApp so you know when customer payments need follow-up.<\/p>\n

      Low Stock Alerts<\/h3>\n

      Get notified when inventory falls below the configured low-stock level.<\/p>\n

      Daily Summary<\/h3>\n

      Receive updates about outstanding collections, payments and the previous day\u2019s sales.[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778567909349{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]

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      <\/span>\n\t\t\t\tHow Payment Reminders Are Sent\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]To Customers<\/strong>
      \nSales invoice payment reminders configured under Reminder Settings are sent through SMS.<\/p>\n

      To You<\/strong>
      \nPayment and business reminders can be received through the myBillBook mobile app and WhatsApp.<\/p>\n

      Before the Due Date<\/strong>
      \nSales and purchase invoice reminders can be configured for three days before the due date.<\/p>\n

      On the Due Date<\/strong>
      \nYou can also receive or send applicable reminders on the invoice due date.[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778589331888{padding-top: 32px !important;padding-bottom: 32px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]

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      <\/span>\n\t\t\t\tImportant Things to Know About Payment Reminders\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]<\/p>\n

      Invoice Due Date Matters<\/h3>\n

      Payment follow-ups work best when the correct due date is added to the invoice.<\/p>\n

      WhatsApp Reminders Require Final Confirmation<\/h3>\n

      myBillBook can prepare the WhatsApp reminder message, but you review and send it through WhatsApp Web.<\/p>\n

      Customer Contact Details<\/h3>\n

      Keep customer mobile numbers updated so WhatsApp, SMS and party-sharing workflows can work correctly.<\/p>\n

      Platform Availability<\/h3>\n

      The one-click WhatsApp reminder from Party List and Party Details is currently available on the web version of myBillBook<\/strong>.<\/p>\n

      Feature Availability<\/h3>\n

      Some reminder options may vary depending on the platform or myBillBook plan<\/a> being used.[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1768479031531{padding-top: 32px !important;background-color: #4c3cce !important;}”][vc_column]

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      <\/span>\n\t\t\t\tWho Can Use Payment Reminders?\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778650533826{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #4c3cce !important;}”][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_1789109107868{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 5px !important;}”]<\/p>\n

      Retail Shops<\/strong><\/span><\/h3>\n

      Remind customers about unpaid bills without checking invoices manually.<\/p>\n

      [\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_1778760539069{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 5px !important;}”]<\/p>\n

      Manufacturers<\/strong><\/span><\/h3>\n

      Track pending payments from buyers, dealers, and supply partners easily.<\/p>\n

      [\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_1778760597319{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 5px !important;}”]<\/p>\n

      Service Businesses<\/strong><\/span><\/h3>\n

      Collect all your client dues after completing service work or projects.<\/p>\n

      [\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_1778760556257{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 5px !important;}”]<\/p>\n

      Repair Businesses<\/strong><\/span><\/h3>\n

      Follow up on payments for repairs, AMC, or maintenance services.<\/p>\n

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      <\/span>\n\t\t\t\tAutomate Payment Reminders and Improve Collections\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_row_inner css=”.vc_custom_1778568832014{padding-bottom: 28px !important;}”][vc_column_inner width=”1\/4″][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_btn title=”Book Free Demo” style=”custom” custom_background=”#ffffff” custom_text=”#4c3cce” shape=”round” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Ffreetrial.mybillbook.in%2Fbook-demo-v1.html|target:_blank”][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_btn title=”Start Free Trial” style=”outline” shape=”round” color=”blue” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Fmybillbook.in%2Fapp%2Fcreate-account”][\/vc_column_inner][vc_column_inner width=”1\/4″][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778568700477{padding-top: 32px !important;}”][vc_column css=”.vc_custom_1720434037319{padding-top: 0px !important;}”][vc_column_text]<\/p>\n

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      <\/span>Frequently Asked Questions<\/span><\/h2>\n\t\t\t\t\t\t
      \n\t\t\t\t\t\t\t\t\t

      Will reminders change the payment status automatically?<\/h3>\n\t\t\t\t\t
      \n\t\t\t\t\t\t

      No. Payment status changes only after you record the payment in myBillBook.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

      Will reminders be sent for already paid invoices?<\/h3>\n\t\t\t\t\t
      \n\t\t\t\t\t\t

      No. Once the invoice is marked paid, it should not need payment follow-up reminders.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

      Can I use Payment Reminders without calling customers manually?<\/h3>\n\t\t\t\t\t
      \n\t\t\t\t\t\t

      Yes. Reminders help reduce manual follow-ups, but you can still call customers when needed.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

      Will reminders affect the invoice amount or due date?<\/h3>\n\t\t\t\t\t
      \n\t\t\t\t\t\t

      No. Reminders only notify you or the party. They do not change invoice details.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

      Can Payment Reminders help with credit sales?<\/h3>\n\t\t\t\t\t
      \n\t\t\t\t\t\t

      Yes. They are useful when customers buy on credit and pay after the invoice date.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n

      [\/vc_column_text][vc_empty_space height=”70px”][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"[vc_row full_width=\"stretch_row\" gap=\"30\" full_height=\"yes\" content_placement=\"middle\" css=\".vc_custom_1778648759552{padding-bottom: 32px !important;background-color: #f1f0fc !important;}\"][vc_column width=\"1\/2\" css=\".vc_custom_1778502488978{margin-bottom: 16px !important;}\"][vc_raw_html]JTNDcCUyMHN0eWxlJTNEJTIyZGlzcGxheSUzQWlubGluZS1ibG9jayUzQmZvbnQtc2l6ZSUzQTEzcHglM0Jmb250LXdlaWdodCUzQTcwMCUzQmxpbmUtaGVpZ2h0JTNBMS4zJTNCY29sb3IlM0ElMjM0YzNjY2UlM0JiYWNrZ3JvdW5kJTNBJTIzZjFmMGZjJTNCcGFkZGluZyUzQTZweCUyMDEycHglM0Jib3JkZXItcmFkaXVzJTNBOTk5cHglM0JtYXJnaW4lM0EwJTIwMCUyMDE4cHglMjAwJTNCdGV4dC10cmFuc2Zvcm0lM0F1cHBlcmNhc2UlM0JsZXR0ZXItc3BhY2luZyUzQTAuMDhlbSUzQiUyMiUzRSUwQUdldCUyMFBhaWQlMjBvbiUyMFRpbWUlM0MlMkZwJTNF[\/vc_raw_html] Payment Reminders Send due payment reminders to customers and collect payments on time 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