Aging invoices now climb a graduated reminder ladder — a polite email, a WhatsApp nudge, a monthly statement, then a call task for the bookkeeper — and pause the instant payment lands or a dispute opens. DSO fell from 74 to 41 days.
Typical results
₪380K
Working capital released
1 hr/wk
Time spent chasing
8%
Invoices past 60 days
Figures reflect typical results for this kind of automation.
The challenge
Hundreds of small trade customers paid whenever they remembered. The bookkeeper spent two mornings a week exporting aging reports and chasing by phone, always behind, always apologetic. Awkwardness meant some accounts were never chased at all, cash sat locked in receivables for 74 days on average, and disputes surfaced only after angry calls.
Before and after
Days sales outstanding
−45%Weekly hours chasing payments
−90%Invoices overdue 60+ days
−65%The automation
We synced the ERP's aging ledger into a Make scenario that runs every night. Seven days overdue triggers a courteous email with the invoice and a payment link; fourteen days adds a personal WhatsApp nudge; month-end sends a consolidated statement. Anything still open at thirty days becomes a call task for the bookkeeper with the full contact history attached. Payment or an opened dispute pauses the ladder instantly.
How it works
- 01
Ledger synced nightly
The ERP aging report syncs every night, flagging invoices as they cross each overdue threshold.
- 02
Polite email at day 7
A courteous reminder goes out with the invoice attached and a payment link.
- 03
WhatsApp at day 14
A personal nudge lands on WhatsApp; at month-end, a consolidated statement follows.
- 04
Call task at day 30
Still unpaid? The bookkeeper gets a call task with the full contact history attached.
- 05
Pauses itself
Payment or an opened dispute halts the ladder instantly, mid-sequence if needed.
Starts from
- Open invoices
- ERP aging ledger
Delivers
- Email reminders
- WhatsApp nudges
- Bookkeeper call tasks
The impact
Days sales outstanding typically falls from about 74 to 41, which for a wholesaler of this size frees roughly ₪380,000 of working capital. Invoices overdue past 60 days shrink from 23% of the ledger to 8%, and the bookkeeper's chasing routine drops from ten hours a week to one.
Questions about this automation
What does the reminder sequence look like?
Every night the ERP aging ledger is synced. At 7 days overdue the customer gets a polite email with the invoice and a payment link, at 14 days a WhatsApp nudge, and at month-end a consolidated statement. Anything still open at 30 days becomes a call task for the bookkeeper.
How does it handle payments and disputes?
A recorded payment stops the sequence for that invoice right away, even in the middle of the ladder. If the customer opens a dispute or replies with a question, the reminders pause and the bookkeeper gets the thread with the invoice details, so no one is chased over an amount under discussion.
Can the timing and tone be adjusted per customer?
Yes. The thresholds, channels and message templates are set with the finance team, and key accounts can follow a softer schedule or skip WhatsApp. Each reminder sent is logged on the customer record. Simple automations like this are usually live within days.