A new customer record is created
Daily summary of customer activity per branch
Daily summary of sales order revenue per branch
Daily summary of subscription activity per branch
Sent when a new customer joins
Sent when an invoice is generated, for orders and subscriptions
Sent 7, 3, and 1 days before a payment due date
Sent when a due date passes without payment
Sent when a customer starts a new subscription plan
Sent when a subscription renews automatically
Sent 7, 3, and 1 days before a subscription expires
Sent when a subscription reaches its end date
Sent when an active subscription is paused
Sent when a paused subscription becomes active again
Define how many days before a due date a reminder should go out, and how it should escalate after the due date passes — catching customers with a friendly nudge while it is still enough, not just after they are already overdue.
Reminder rules fire automatically every day regardless of how busy the business gets, replacing the evening habit of individually messaging each overdue customer, a task that is the first thing to slip on the days it matters most.
Whether the pending amount is from a one-time sales order or a recurring subscription cycle, the same reminder engine picks it up and applies your configured schedule.
Once a customer pays, the reminder sequence for that invoice stops automatically, so nobody gets a "payment overdue" message for something they already cleared.
A multi-branch business can set separate before- and after-due-date rules per branch, so reminder timing matches how each location actually bills its customers.
Every step runs off one shared record — so the feature keeps working whether you touch it or not.
Before and after due-date reminders fire automatically every day, with no manual messaging session needed.
SMS and email go out alongside WhatsApp, so customers who miss one channel are still reached on another.
All three channels fire automatically for every reminder, so nobody is choosing who gets messaged where.
Reminder rules run every day regardless of how busy the business gets, so nothing depends on memory.
The reminder sequence stops automatically the moment a payment is recorded against the invoice.
The same reminder engine covers both sales orders and subscription cycles with one configured schedule.
Separate before- and after-due-date rules can be set per branch, matching how each location bills.
The schedule lives on the business, not on a person, so reminders keep going out after anyone leaves.
Before and after due-date reminders fire automatically every day, with no manual messaging session needed.
SMS and email go out alongside WhatsApp, so customers who miss one channel are still reached on another.
All three channels fire automatically for every reminder, so nobody is choosing who gets messaged where.
Reminder rules run every day regardless of how busy the business gets, so nothing depends on memory.
The reminder sequence stops automatically the moment a payment is recorded against the invoice.
The same reminder engine covers both sales orders and subscription cycles with one configured schedule.
Separate before- and after-due-date rules can be set per branch, matching how each location bills.
The schedule lives on the business, not on a person, so reminders keep going out after anyone leaves.
I used to sit down every evening and go through WhatsApp chats one by one to remind people whose subscription payment was due. Some days I just didn't get to it, and those customers would go a week overdue without ever being asked. Now the reminders go out automatically every single day, before and after the due date, and I get one summary email so I know exactly what happened.
Priya Sharma
Founder · SkillBridge Academy · Pune · 200+ Customers
Composite scenarios based on how businesses in these industries typically use OpsRadarX — representative, not verified case studies.