Debt Book
The Debt Book gives you a complete view of all your customers' unpaid invoices. Track who owes you what, send WhatsApp reminders, and record payments — all from a single screen.
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Overview
The Debt Book is organised into three sections:
Summary cards
At the top of the page, four cards display:
- Total Receivables — Total unpaid amount
- Due This Week — Invoices due within the next 7 days
- Overdue — Invoices past their due date
- Customers with Debt — Number of customers with at least one unpaid invoice
Customer list
The list shows all customers with unpaid invoices:
- Customer Name
- Total Amount Due
- Oldest Invoice — Number of days since the oldest unpaid invoice
- Status — Colour-coded by severity (green, orange, red)
Use the search bar to quickly find a customer.
Customer detail
Click on a customer to see:
- Their list of unpaid invoices
- The amount and due date of each invoice
- The history of reminders sent
1. Send a WhatsApp reminder
From the customer detail view:
- Click Send a Reminder on an invoice
- Select the reminder level:
- Pre-due 1 — Friendly reminder before the due date
- Pre-due 2 — Urgent reminder before the due date
- Overdue 1 — First follow-up after the due date
- Overdue 2 — Second follow-up
- Overdue 3 — Final follow-up
- The message is sent via WhatsApp to the customer's number
TIP
The reminder level is selected automatically based on the number of days before or after the due date. You can change it manually if needed.
2. Record a payment
When a customer pays an invoice:
- Click Record a Payment on the invoice
- Fill in:
- Amount — The amount received
- Payment Method — Cash, Bank Transfer, Mobile Money, etc.
- Reference — Transaction number or reference (optional)
- Confirm
The invoice is updated automatically and the customer receives a WhatsApp confirmation if automations are enabled.
3. Automatic reminders
Reminders can be sent automatically by the system. To enable:
- Go to WhatsApp Settings
- Enable Payment Reminders
- Configure the thresholds in days
See WhatsApp Payment Reminders → for the full configuration.
Rate limit
To avoid spam, the system sends at most 1 reminder per invoice per hour.