Payments Collection

  1. Features
  2. Payments Collection

Automate bulk payment collection with CSV uploads, payment links, AI voice bot and WhatsApp reminders, and comprehensive dashboards.

RoundInfinity's Payments Collection streamlines receivables at scale by allowing you to upload payment-due lists via CSV, automatically sending payment links via email/SMS, and following up with intelligent voice bot calls and WhatsApp messages. The system knows when and how to engage each customer based on payment behavior and history.

Integrate with payment gateways to accept cards, digital wallets, and bank transfers. Track payment status in real-time, auto-generate invoices upon payment, escalate overdue accounts with progressive reminder sequences, and reduce days sales outstanding (DSO) with intelligent multi-channel automation.

Get Started
Automated Payments Collection Workflow ① Bulk CSV Upload 📊 Upload payments due payments_due.csv ✓ 248 records imported ② Payment Links 🔗 Auto-sent to customers 📧 Email: 248 sent 📱 SMS: 248 sent ③ Voice Bot Calls 📞 AI voice reminders Day 3: 84 calls made Day 7: 42 calls made ④ WhatsApp Msgs 💬 Smart reminders Day 5: 68 sent Day 10: 28 sent ⑤ Payment Received ✅ Customer pays online ✓ $186k collected 164 payments received ⑥ Invoice Generation 📄 Auto-generated 164 invoices created Synced to ERP ⑦ Payment Dashboard 📊 Real-time tracking ✓ 66% collection rate 84 pending payments Collection Performance Metrics 248 Total Uploaded From CSV 164 Paid 66% success 84 Pending Follow-up active $186k Collected This cycle 28 Days DSO Improved 12% 324 Voice Calls 42% answer rate Reminder Channels Email 📧 Initial payment link Day 3: Gentle reminder SMS 📱 Payment link SMS Day 5: Quick reminder AI Voice Bot 📞 Day 3: Courtesy call 📞 Day 7: Follow-up call 📞 Day 14: Final call WhatsApp 💬 Day 5: Payment reminder 💬 Day 10: Urgent notice 💬 One-tap pay button Features ✓ Bulk CSV upload ✓ Auto payment links ✓ Smart escalation ✓ Multi-channel reach ✓ Real-time tracking
Bulk CSV Upload
Upload hundreds of payment-due records at once via CSV with customer details, amounts, due dates, and contact information for automated processing.
Auto Payment Link Generation
System automatically generates secure payment links for each customer and sends via email and SMS with personalized messages and amount details.
AI Voice Bot Reminders
Automated voice calls to customers on Day 3, 7, and 14 with polite payment reminders, amount confirmation, and option to pay via link sent via SMS.
WhatsApp Smart Reminders
Send payment reminders via WhatsApp with one-tap payment buttons, amount details, and friendly messages on configurable schedules.
Multi-Channel Escalation
Progressive reminder sequences across email, SMS, voice calls, and WhatsApp with intelligent escalation based on payment behavior and response rates.
Automatic Invoice Generation
Generate invoices automatically upon payment confirmation and sync to accounting systems (QuickBooks, SAP, NetSuite) with full transaction details.
Payment Gateway Integration
Accept payments via Stripe, PayPal, Razorpay, and other gateways with support for cards, wallets, UPI, and bank transfers.
Real-Time Payment Dashboard
Track collection rates, pending payments, total collected, DSO reduction, channel performance, and campaign effectiveness with detailed dashboards.
Dunning Management
Automated retry logic for failed payments, customizable escalation schedules, and intelligent channel selection based on customer response patterns.