Customer bill
Customer · B-2047
₹24,000Bill amount
Keep the bill and customer together
For businesses that regularly remind customers about unpaid bills.
Start with the customer’s bill.
This customer owes ₹24,000 on one bill.
Send routine payment reminders
Use the current amount due when reminding a customer about an unpaid bill.
Unpaid bills
Current payment records
01Check the remaining balance
02Send agreed reminders
Customer replies
Payment follow-ups
Account for part payments
Keep the amount still due clear after a confirmed payment.
Your team should
Confirm the payment and match it to the correct bill.
Bill
Received
Still due
Blue shows the confirmed payment.
Subtract the confirmed payment from the bill amount.
Remember promised payment dates
Keep a customer’s promised date with the right bill.
Your team should
Confirm unclear dates and any change in payment terms.
Customer promises Friday
01Record the promised date
02Check payment on the agreed day
Follow up if still unpaid
Save the agreed date and schedule the next check.
Stop reminders after payment
Remove a paid bill from the reminder list.
Your team should
Resolve payments that cannot be matched to a bill.
Payment confirmed
01Update the bill
Reminders stop
Update the bill and stop its scheduled reminders.
Pause a reminder when a bill is disputed
Give accounts staff time to check a disputed amount.
Your team should
Decide the correct balance and the next action.
Customer disputes a bill
01Pause the reminder
02Accounts review the dispute
Correct balance and next step
Pause the reminder and send the issue to accounts staff.
Sending reminders
Remembering a payment date
Stopping the wrong reminder
Keep one reliable list of current unpaid bills and amounts due.
Accounts staff handle disputes, changed dates and unmatched payments.
If your accounts software already handles these reminders well, use that feature first.
Possible Routes
Your current unpaid bills
Start with checked unpaid bills, amounts due and due dates from an export or a maintained sheet.
Reminders sent to customers
Prepare or send the agreed reminder when a bill reaches its follow-up date.
Replies and payment updates
Record customer replies, confirmed payments and disputes before the next reminder.
Following up on 100 unpaid bills
Time before
Time with this workflow
Time saved
Lower estimate
Assumes 2 minutes per reminder before and 45 seconds with the workflow. Allows 40 minutes for checking and updates.
Before
3 hr 20 min
With workflow
1 hr 55 min
Saved
1 hr 25 min
Show us how you prepare the unpaid-bill list, send reminders and record replies. We’ll work out which reminders can be handled routinely and which need accounts staff.
Helpful things to discuss
Where do you check the current balance?
How often does someone send payment reminders?
Who handles part payments and disputes?
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