Internal collections workspace
Upload a Tally ageing export, verify every customer balance, and approve reminders before anything is sent.
New reminder run
The platform reads invoice lines, applies credit notes, and flags discrepancies. Exported subtotal rows are never used as the source of truth.
Subtotal mistakes in the export are shown as exceptions.
The operator explicitly chooses customers and ageing categories.
Messages are queued only after preview and typed confirmation.
Review import
| Customer | Recipient email | Pending | Below 90 | 90–120 | Above 120 | Status |
|---|
Select a ready customer to continue.