Payment Reminders
Payment Reminders helps you remind customers who have overdue bills, so collections do not depend on someone remembering to call.
Why and when you use it
Most customers do pay; they just need a polite nudge at the right time. This screen lists customers with overdue bills and lets you send reminders in a consistent way. It saves the accountant hours of phone calls and keeps follow-ups polite and on record. Messages over WhatsApp depend on how your business has set up Communication and Stockivio Connect.
Before you start
- Invoices saved with a Due date
- Payments recorded up to date
- Customer phone numbers saved
- Messaging set up in Communication if you send by WhatsApp
Step by step
- Bring payments up to dateRecord all receipts in Payments first, so nobody gets a reminder for a bill they have paid.
- Open Payment RemindersOpen 🏢 Stockivio ERP and choose Payment Reminders to see customers with overdue bills.
- Check the listLook at each customer's overdue amount and bills. Leave out anyone you have just spoken to.
- Send the remindersChoose the customers and send the reminders using the options on the screen.
- Follow upFor customers who do not respond, print a statement from Receivables and ask the salesman to visit.
- Repeat on a scheduleSend reminders on fixed days, for example every Monday, so customers know what to expect.
Worked example
Mehta Medicals supplies three clinics on credit. On 10 Nov 2026, two clinics have bills overdue by more than 15 days: ₹38,400 and ₹12,750.
- Record all receipts for the week in Payments.
- Open Payment Reminders; the two clinics appear.
- Send the reminders to both.
- On 17 Nov the ₹12,750 is paid; the ₹38,400 clinic gets a statement from Receivables and a call.
Result: One clinic pays within a week without a phone call, and the owner spends time only on the one account that needs it.
💡 Tips
- Set a Due date on credit invoices; reminders need it.
- Keep the tone polite; the screen sends the same message to everyone so no one feels singled out.
- Use Stockivio Connect if you want payment links with messages.
⚠️ Common mistakes
- Sending reminders before recording payments. Customers who paid will be upset.
- Reminding without a statement for disputed bills. Send a statement from Receivables instead.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Record pending receipts in Payments.
- Scene 2: Open Payment Reminders.
- Scene 3: Review the overdue list.
- Scene 4: Send reminders.
- Scene 5: Statement from Receivables for a slow payer.