Overdue invoice reminders

What it does

Send customers an overdue invoice reminder with the amount outstanding and a way to pay.

When to use it

Use it for routine invoice chasing at the intervals agreed with your credit-control team.

What the customer receives

When your system reports that an invoice is overdue, the customer's opted-in contacts receive a WhatsApp message like this:

The message includes:

• The invoice number, so the customer knows exactly which invoice it covers
• The invoice value outstanding
• A Pay now button that opens a customised Open Banking payment, pre-filled with the exact invoice value
• A Call us button for customers who would like to talk it through

What you need to do

There is no event to configure in the ProConnect admin panel. Your onboarding manager enables this early-access service and agrees the message wording and buttons with you. Your ERP triggers the message.

1. Ask your onboarding manager to enable this use case.
2. Check that your customers and contacts are ready using the WhatsApp onboarding guide. Messages go only to opted-in contacts.
3. Agree with your ERP/IT team when the message should be triggered.

What you'll see

The customer's opted-in contacts receive the message shown above, with the relevant order or invoice details and a route to your team.

For your ERP/IT team

1. Your accounts package, ERP, or CRM triggers the overdue invoice event through the ProConnect API, passing the invoice number, the customer reference, and the amount outstanding.
2. ProConnect matches the customer reference to the customer and sends the pre-approved reminder template to their opted-in contacts.
3. The customer taps Pay now and settles the invoice through their own banking app, with the exact value already filled in.
4. If they want to query the invoice or discuss payment, the Call us button connects them to your team.

Your system decides when reminders are triggered — for example the day an invoice falls overdue, or after 7, 14, or 30 days — so the cadence matches your existing credit control process.

If something goes wrong

• A customer receives no message: open CRM → Contacts and check the contact is linked to the correct customer and has opted in. Follow the onboarding guide if their details need correcting.
• The reference or amount is wrong: check the order or invoice in your ERP and ask your ERP/IT team to correct the event details before another message is sent.
• Details and consent are correct but delivery fails: ask your ERP/IT team to check the event response. Give them the affected order or invoice reference and the time it was triggered; do not repeatedly resend it.