Journey · Accounts and payments

An unpaidinvoice gets collected

An overdue bill flags itself, a reminder goes out, and the payment matches on its own.

4 steps

Step by step

Step 1
Overdue, and you're told
An invoice passes its due date, and your phone hears about it before you have to ask.
Overdue · Accounting → Alerts
Step 2
A reminder by SMS
A payment reminder goes to the customer by SMS, sent on its own at the moment it matters.
Payment reminder · The core → SMS & Alerts → Customers
Step 3
Paid, and matched to the invoice
The customer pays by UPI or card, and the payment lands against the right invoice on its own.
Payment · Payment Gateways → Accounting
Step 4
The bank agrees, on its own
The bank statement is matched to the invoice automatically, and reconciliation stops being a job.
Bank statement · Banks & Reconciliation → Accounting

Live on ERPNext

The demo opens on a demo company in a new tab. You make, in order: Sales Invoice → Dunning → Payment Entry.

From invoice to GST return
The invoice gets its IRN and e-way bill, and the GST return builds itself.
The bank statement matches itself
Statement lines match their invoices on their own; you only review the odd one.
A wallet top-up pays for an order
A bank transfer credits the wallet, and the order waiting for money completes itself.