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Agencies & Service Businesses Automation

Send invoice and payment reminders to clients on WhatsApp — and get paid on time

WhatsPortal sends invoice delivery notifications, due date reminders, and overdue follow-ups to clients on WhatsApp — so your agency's cash flow improves without your accounts team chasing manually or damaging client relationships.

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  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

Your invoice is 15 days overdue. You've sent two reminder emails. The client hasn't replied. You don't want to damage the relationship. WhatsApp fixes this.

01

Email invoice reminders are easy to deprioritise. Finance teams process invoices in batches; individual reminder emails get lost. A WhatsApp message to the client contact — 'Just a reminder that invoice #[X] for ₹[amount] is due on [date]' — is seen, acted on, or replied to immediately.

02

Awkward payment chasing strains client relationships. Agencies avoid it, invoices go unpaid, and the next project begins while payment for the last one is still outstanding. An automated, friendly WhatsApp reminder feels professional — not confrontational.

03

Unpredictable payment timing creates cash flow problems for agencies. When payment timelines are inconsistent — some clients pay in 7 days, others in 45 — financial planning is impossible. Consistent, automated reminders normalise timely payment across your client base.

The solution

WhatsPortal automates invoice payment reminders on WhatsApp — from invoice delivery to payment confirmation.

Invoice delivery notification

When an invoice is raised, WhatsPortal sends the client a WhatsApp notification — 'Invoice #[X] for ₹[amount] for [Project] has been sent. Due date: [Date]. View invoice: [link].' Ensures the invoice is seen, not buried.

  • When an invoice is raised, WhatsPortal sends the client a WhatsApp notification
  • 'Invoice #[X] for ₹[amount] for [Project] has been sent
  • Due date: [Date]
  • View invoice: [link].' Ensures the invoice is seen, not buried

Due date reminder

3 days before the payment due date, WhatsPortal sends a gentle reminder — 'Invoice #[X] for ₹[amount] is due on [Date]. Payment link: [link].' Professional, non-intrusive, effective.

  • 3 days before the payment due date, WhatsPortal sends a gentle reminder
  • 'Invoice #[X] for ₹[amount] is due on [Date]
  • Payment link: [link].' Professional, non-intrusive, effective

Overdue follow-up sequence

If payment isn't received by the due date, WhatsPortal sends a follow-up at Day 1, Day 7, and Day 14 overdue — escalating in tone while maintaining professionalism. Your accounts team is notified for manual escalation at Day 14.

  • If payment isn't received by the due date, WhatsPortal sends a follow-up at Day 1, Day 7, and Day 14 overdue
  • escalating in tone while maintaining professionalism
  • Your accounts team is notified for manual escalation at Day 14

Payment confirmation

When payment is received, WhatsPortal sends a confirmation — 'Payment received for Invoice #[X]. Thank you. Your receipt is attached.' Closes the cycle cleanly.

  • When payment is received, WhatsPortal sends a confirmation
  • 'Payment received for Invoice #[X]
  • Thank you
  • Your receipt is attached.' Closes the cycle cleanly

How it works

Streamlined automation in four simple steps.

  1. 01

    Connect your invoicing system

    Integrate WhatsPortal with your invoicing tool via webhook — Zoho Invoice, Tally, QuickBooks, or custom — or trigger reminders manually per invoice.

  2. 02

    Automated reminders fire on schedule

    Invoice notification, due date reminder, and overdue follow-up messages go out automatically without accounts team involvement.

  3. 03

    Invoices get paid sooner

    Clients who receive timely WhatsApp reminders pay sooner. Your DSO improves. Cash flow stabilises. Relationship strain reduces.

  4. 04

    Sync project dashboard

    Onboarding files, milestones, and invoice tracking data are pushed directly to your client portal or CRM.

A

Account Manager

Alpha Media

Hi Rohan! Welcome to Alpha Media. 🎨 We are excited to begin your branding project.

11:00 AM ✓✓

Our onboarding process is entirely on WhatsApp. To start, please choose your next step.

11:00 AM ✓✓

Upload design briefSchedule kick-offMeet the team

Upload design brief

11:02 AM ✓✓

Please upload your brand guidelines or design brief document (PDF/Word).

11:02 AM ✓✓

📄 Sent brand_brief.pdf

11:03 AM ✓✓

Brand brief received successfully! We will review it and get back to you with initial moodboards in 48 hours. 🚀

11:03 AM ✓✓

Example conversation — automated by WhatsPortal

What our customers say

“Our average payment time dropped significantly after we started WhatsApp invoice reminders. Clients said they found it easier to act on the WhatsApp than dig through their email for the invoice.”

— [Agency finance manager]

Live

Businesses using WhatsApp invoice reminders collect payment faster than those using email-only follow-up sequences

< 1 min

Average setup time for standard workflows

3×

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about agency invoice and payment reminders

Can I include the payment link directly in the WhatsApp reminder?

Yes. Include your Razorpay, UPI, or invoice portal link directly in the message. One tap to pay — dramatically reduces the steps between reminder and payment.

Can I set different reminder schedules for different clients?

Yes. Configure client-specific reminder schedules — enterprise clients on net-30 terms receive different timing than retainer clients on monthly billing. WhatsPortal applies the right sequence per client.

Can I stop the automated sequence if a client says payment is on the way?

Yes. When a client replies to a reminder — &apos;Payment sent, should clear tomorrow&apos; — your accounts team can pause the sequence manually from the shared inbox. Full conversation context is visible.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.

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Getting paid on time isn't awkward. It's just a WhatsApp away.

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