Automatic payment reminders
Clients don't skip payment out of bad faith. They forget. And the lab's finance team loses the whole day sending reminders one by one, in a panic, after the invoice is already overdue. Here the reminders go out on their own, on the cadence you define, before and after the due date, with no one having to remember to hit send.
The reminder fires at the right time, without you remembering.
'5 days before the due date, send an email', '3 days after, send a WhatsApp message'. You set the rules once and the system follows the cadence for every invoice.
Reach the client on the channel they actually answer.
Each rule picks between email and WhatsApp, with the message template ready. You talk to the client where they really read.
Check before sending and avoid chasing who already paid.
See exactly which invoices will go out, for whom and on which channel, before sending. No embarrassing a client who paid yesterday.
Every reminder stays logged.
Each send keeps date, channel and status. When someone says they never got it, the proof is right there, no digging.
A reminder before the due date heads off the delay.
The cadence nudges the client before the invoice comes due, not just after. A good chunk of late payment disappears when people are reminded in time.
The message goes out in the lab's own words.
Each rule uses the template you wrote, in the right tone for your client. The reminder doesn't land dry or generic.
The cadence that collects for you
A reminder cadence is a sequence of nudges tied to the due date. You design it once and it runs on every invoice, on autopilot.
Before the due date, a gentle nudge.
An email a few days ahead heads off the most common forgetfulness, without sounding like a demand.
After the due date, firmer tone.
Past the date, the cadence sends a WhatsApp and tightens the message, on the channel the client opens.
Paid in the middle? It stops.
As soon as the invoice is settled, its cadence ends. Nobody is chased for something they already paid.
Frequently asked questions
Can I set when and on which channel reminders go out?
Yes. You build rules like '5 days before, send an email' and '3 days after, send a WhatsApp'. Each rule picks the channel and the moment, and it applies to every invoice automatically.
Is there a risk of chasing someone who already paid?
Before sending, you see exactly which invoices will go out, for whom and on which channel. And when an invoice is settled, its reminders stop. Nobody embarrasses a client who paid yesterday.
How do I prove the reminder was sent?
Each send keeps date, channel and status. When the client says they never got it, the record is right there, no hunting for a screenshot.
Do I have to keep firing reminders by hand?
No. You design the cadence once and it runs on its own for every invoice, before and after the due date. Finance stops burning the day chasing payment.
Stop running your LIMS and ERP as two systems.
See the work order become an invoice, the P&L update and the electronic invoice go out, live, with your lab's routine. Book a demo and find out how much time and revenue you leave on the table running two systems.