Collect

Reminders & AI Messages

Set a default reminder schedule per milestone and let the AI Collection Assistant draft the right follow-up — by tone and in English or Hindi.

Chasing payments is the part everyone hates. Collect handles it for you: each milestone can carry a default reminder schedule, and the AI Collection Assistant drafts the actual message in the tone and language that fits — so following up feels firm but never awkward.

Default reminder schedule

Once a milestone exists, you can attach a default reminder schedule from its ⋯ More → Schedule default reminders so follow-ups go out on a cadence instead of relying on you to remember. The schedule travels with the milestone, so once it's set, the chasing happens on autopilot until the invoice is marked paid.

Tip

Reminder scheduling isn't a field when you first add a milestone — create it with a title, description, amount and due date, then set the schedule afterward from ⋯ More → Schedule default reminders. See Projects & milestones.

The AI Collection Assistant

Rather than writing the same *“just following up”* message over and over, the AI Collection Assistant drafts a payment reminder for the milestone. You choose the tone and the language, and it produces a ready-to-send message grounded in that milestone's details:

Tone	Best for
Polite	An early, friendly nudge soon after the due date.
Firm	A clearer follow-up when a payment is genuinely overdue.
Final notice	A last, serious notice before you escalate.

Each tone is available in English or Hindi, so you can match how you normally speak to that client.

Note

This is a focused collection-message tool. For broader questions about your receivables — *“who's most overdue?”*, *“how's my collection rate?”* — use the Ask AI assistant chip in the header, which is grounded on the current tab's data.

Draft and send a reminder

1Open the milestone and tap the AI message option in its action row.
2Pick a tone (Polite, Firm or Final notice) and a language (English or Hindi).
3The draft is read-only and WhatsApp-toned — hit Copy to put it on your clipboard.
4Copy the drafted message and send it to your client yourself. There's no in-app send and no channel picker.

Important

Always give the AI draft a quick read before sending. It's grounded on the milestone, but you know the relationship — adjust the tone if a particular client needs a softer or firmer touch.

Reminders feed your evidence

Every reminder you send is logged as reminder history for the milestone. That history is included in the evidence pack, so you can show not just *that* a payment was due but that you followed up properly and gave the client every chance to pay — which matters in any dispute or MSME escalation.