The problem
Chasing overdue invoices was manual. Someone had to pull the aging report, work out which customer owed what and for how long, then message each of them individually. It happened when there was time for it, which is not the same as when it was needed, and there was no record of who had actually been contacted.
Approach
Compute the aging, generate the message, send it, and keep the receipt.
- Aging is computed per customer from invoice data into its own staging table, rather than read off a report.
- Each customer gets their own message, listing their own outstanding amounts by age bracket.
- Delivery over WhatsApp, which is where these conversations already happen.
- An audit trail of what was sent to whom and when, so the follow-up conversation can start from a fact rather than a guess.
Outcome
Reminders go out on schedule instead of when someone remembers, and collections has a record of every notice sent.