Journey · Accounts and payments

A contractthat bills itself

An AMC bills itself when due, a reminder goes out, and the payment closes it.

4 steps

Step by step

Step 1
It bills itself on the day
Your contract, AMC or rental bills itself on the day it is due, without anyone raising it.
Bill · Subscriptions → Accounting
Step 2
A reminder before it lapses
A renewal reminder goes out by email and WhatsApp before the customer lapses.
Renewal reminder · Subscriptions → WhatsApp → Customers
Step 3
The reply files itself
The customer's reply files itself on their record in the CRM.
Reply · Customers → WhatsApp → CRM
Step 4
Paid; renewals in view
The payment lands against the right invoice, and you see recurring revenue and what is up for renewal this quarter.
Payment · Payment Gateways → Accounting

Live on ERPNext

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

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