Debt collection and reminders

Overdue is not stored in a field but calculated every time — so it is always current and does not depend on whether somebody ran a nightly recalculation. Debtors are sorted into buckets of 0–30, 31–60, 61–90 and over 90 days: these are different conversations and different people, and mixing them into one list makes no sense.

Every debtor has a follow-up status and a call history. Entries are never rewritten: you can see who called, when and how it ended. A new employee picks up a debtor and knows at once what has already been discussed with them.

The system prepares the reminders itself: the text with the amount and the payment date is built from a template, and all that is left is to press “send”. Automatic sending to WhatsApp is a separate module, but the reminders and their text always work.