Stop calling customers to ask for payment. Send a reminder in one tap, or schedule it to repeat automatically — weekly or monthly — until the balance is cleared.
Open Receivables, tap the WhatsApp icon next to any party — a professional reminder message opens ready to send, number pre-filled.
Set a reminder to repeat once, weekly, or monthly for any customer. It checks their live balance before every send, and stops automatically once they've paid.
Schedule reminders for your entire receivables list at once — either instantly for everyone, or reviewed one customer at a time.
Reminders go out with a clean summary image attached — party name, your business name, and the outstanding amount.
When a customer replies on WhatsApp, it's visible so a follow-up conversation can continue naturally.
If a reminder fails to send, it shows up with a one-tap Retry — nothing silently falls through the cracks.
No — every scheduled reminder re-checks the customer's live Tally balance before sending, and the schedule marks itself complete automatically once the balance is cleared.
Yes — Bulk Scheduling lets you set up reminders for your whole receivables list in one go, or step through them one by one if you'd rather review each first.
No — reminders arrive as a normal WhatsApp message to their regular number.
Related guides
Install on the Windows PC where TallyPrime is running. One-time setup — works silently in the background.
Download BizView Pro Sync Agent .zip