Nobody is paid to watch a date
The outstanding statement is generated on the first, discussed on the second and acted on around the twentieth. In between, an account that was comfortably inside terms crosses into the next bucket without anyone deciding to let it. Collection then happens in a burst at month end, from the same officer who has to walk into the same shop the next morning and ask for an order.
Near-expiry stock runs on a tighter clock and a harder deadline. Product with four months left can still be sold through with a slab; product with six weeks left comes back as a claim and a write-off. The list exists in the billing system and it stays there, because turning it into calls to the specific counters holding that stock is manual work with no owner.
Rules that hold the dates so people do not have to
When an invoice crosses its credit period, a task appears for the officer on that beat with the amount and the ageing bucket on it, and a reminder goes to the counter on WhatsApp. When a shop that orders every fortnight has been quiet for three weeks, it drops into the desk's call list without anyone noticing it was missing. When the near-expiry list is imported and tagged, every counter holding that stock gets a follow-up task the same week rather than the same quarter. Assignment runs on territory and round-robin rules you set, and every sequence stops the moment the account is marked cleared.
More on the capability itself: Workflow Automation. More on this industry: CRM for pharma distributors.
One invoice, twenty-one day terms
The clock starts at billing and the rules take it from there.
- 1Day 19, a reminder goes to the counter naming the invoice and the due date.
- 2Day 22, a task appears for the beat officer with the amount and the bucket.
- 3Day 35, unpaid accounts escalate to the owner's list with every reminder already sent visible on the record.
- 4Payment marked cleared exits the sequence and cancels the open tasks.
Priced at ₹899/user/month + GST on annual billing, or ₹1,099/user/month + GST month to month, with no seat minimum. A free plan with one user and 200 leads runs indefinitely, so the trial is the product rather than a countdown.
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Run it once, with real records
The fastest way to judge this is to put twenty of your own records through it. Start on the free plan and decide afterwards.