Automation6 min read20 Sep 2026Sample article

Automating Collections: A WhatsApp Playbook for Distributors

Chasing payments consumes salespeople. A simple WhatsApp and billing workflow can raise collection discipline without straining relationships.

Know the ageing

Start with a clear outstanding report by retailer. Automate its production so it is never a manual task.

A friendly reminder a few days before the due date, with the invoice attached, prevents many delays.

Define gentle steps: reminder, statement, call from a salesperson, then credit hold. Automation handles the first two, people handle the rest.

Record payments automatically through your billing or bank feed so reminders stop the moment money arrives.

Tell us where you are and we will suggest where to start.

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