Use cases

Payment reminder calls that are polite, persistent and on time

The agent calls customers with overdue invoices, confirms the amount, takes a promise to pay or sends a payment link, and records the outcome in your books.

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The problem

Chasing invoices is the task every small business postpones. It is awkward, repetitive and easy to drop when the week gets busy, so cash arrives late and relationships suffer when the chase finally happens in anger.

Email reminders are ignored; a phone call works, but nobody has time to make forty of them.

How the agent handles it

1
Connect your accounting tool or a sheet of open invoices. The agent calls customers at the intervals you set: due date, seven days, fourteen days.
2
It identifies itself, states the invoice number and amount, and asks whether there is an issue with the invoice.
3
It can send a payment link by SMS, take a promise-to-pay date, or note a dispute and route it to a person.
4
Every outcome is written to the invoice as a note, and your dashboard shows what was promised and when.
5
Tone is yours to set: friendly first reminders, firmer later ones, always courteous.

Example call

Agent
Good afternoon, this is the accounts team at Baraka Interiors calling for Ms. Hala Sami. Is that you?
Caller
Yes, speaking.
Agent
Thank you. This is a courtesy reminder that invoice 2208 for 4,500 dirhams was due on the first. Is there anything on the invoice we need to correct?
Caller
No, it's fine, I just forgot. Can you send me a link?
Agent
Of course. I'm sending a secure payment link to this number now. Shall I note that payment will be made this week?
Caller
Yes, by Thursday.
Agent
Noted, thank you, Ms. Sami. Have a good afternoon.

What you get

Reminders made on schedule, every time, without an awkward conversation for your staff
Shorter days-sales-outstanding thanks to payment links sent during the call
Disputes surfaced early instead of discovered at day sixty
A clear record of every promise to pay

Tools this use case connects to

Zoho BooksFinance & invoicingZoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations…XeroFinance & invoicingXero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping…QuickBooksE-commerce & paymentsQuickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses…Google SheetsVerifiedSpreadsheets & databasesGoogle Sheets is a cloud-based spreadsheet tool enabling real-time collaboration, data analysis, and integration with…StripeE-commerce & paymentsStripe offers online payment infrastructure, fraud prevention, and APIs enabling businesses to accept and manage…

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Industries

What it costs

This use case fits the Growth plan at $149/month, with 600 minutes and 3 phone numbers included included. Beyond that, calls cost $0.25/min for standard voices. No contracts. Integrations are included from the Growth plan.

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Which accounting tools connect?

Zoho Books, Xero and QuickBooks through the catalogue, or a sheet of invoices you maintain.

Can it take card payments on the call?

It sends a secure payment link by SMS; card details are never read out or stored by the agent.

Is this allowed where I operate?

Debt-collection rules differ by country, including calling hours and frequency. You set the schedule and script; check local rules with your advisor.