Invoices · reminders · receipts

Payments chased on schedule, not on memory.

ShapedOps issues the invoice with a pay-online link, reminds your client on WhatsApp when it goes overdue, and issues the receipt when the payment is collected — so collections don't depend on someone remembering to follow up.

Book a discovery call See the schedule
01The schedule

One reminder per milestone. Never a daily nag.

Reminders are based on how many days an invoice is overdue. Each invoice gets at most one reminder at 30, 60 and 90 days — firm, polite, and on time.

The default message: "Hi Mehul, this is a friendly reminder that your invoice of Rs. 4,08,280 was due on 30 Sep 2026. Please let us know if you have any questions. Thank you!" — you can reword it.

02Invoice to receipt

From invoice to paid, on the order.

Collections are part of the order, not a separate follow-up list — so what's due, what's late and what's paid is visible to the owner and accounts at the same time.

  1. 01

    Invoiced

    The invoice is generated from the order — no retyping rates or quantities — with a Razorpay payment link for your client.

    Invoice PDF
  2. 02

    Overdue

    If it stays unpaid, reminders go out at 30, 60 and 90 days overdue — automatically with a connected provider, or as to-dos for one-tap sending.

  3. 03

    Payment collected

    The receipt is issued, the order closes, and the amount counts toward closed revenue in your analytics.

    Receipt PDFCloses order
04Questions

Questions about reminders.

Something else? Message us on WhatsApp at +91 90998 67128.

Are payment reminders on by default?
No. An owner turns them on. When they do, a default reminder template is created so reminders work straight away, and you can reword it at any time.
How often does a client get reminded?
At most once per milestone: when an invoice reaches 30, 60 and 90 days overdue. An invoice already reminded at its current milestone is skipped until it crosses the next one.
How do clients pay?
Invoices carry a Razorpay payment link, and the invoice is also available on the client's order tracking link.
Do we need a WhatsApp Business provider for reminders?
No. With a provider connected, reminders send automatically. Without one, each due reminder appears as a to-do with the message already written, ready to send with one tap.
Does ShapedOps replace our accounting software?
No. It tracks each order through to payment collection and issues the client-facing invoice and receipt. Your books can stay where they are, and owners can export data at any time.

Early access

Tell us how your orders run today.

A discovery call, then a written proposal and fixed quote within 2–3 business days. Priced as an implementation, not per seat.

Book a discovery call Get a quote WhatsApp +91 90998 67128