The grouping system
Split customers into regular payers, slow payers, and dormant — then by type: household, trader, institution (ledger module). Each group gets its own follow-up intensity: statements for regulars, visits for slow, settlement offers for dormant. Complete contact details (phone, address, reference) for every account — no-contact customers are unrecoverable by definition.
Five organization rules
- One record per customer — duplicates split history and hide totals.
- Running balance visible on every record, updated live (udhaar guide).
- Credit limits per group, enforced before new sales.
- Review dates on every promise, worked weekly (dues guide).
- Share statements on WhatsApp monthly even with paying customers — visibility prevents drift (invoicing).
From organization to cash
Organized records turn recovery from chasing into processing: open the slow-payer group, work it top-down by balance, repeat weekly. Most shops clear 60%+ of overdue within two disciplined months.
Start with the 7-day full-feature trial, confirm pricing on the pricing page (500/mo · 4000/yr · 10000 lifetime till 30 Sep), and pay manually via admin WhatsApp — nothing is auto-charged. Verify official channels before paying.