YOUR RECEIVABLES, AT A GLANCE
Invoices
Know what’s due. Keep every follow-up in one place.
Connect your email and WhatsApp services in Settings to start automatic follow-ups.
| INVOICE / CUSTOMER | DUE DATE | INVOICE TOTAL | OUTSTANDING | STATUS | REMINDERS |
|---|
Your first invoice starts here
Import a PDF, check the details, and give every payment
a due date you don’t have to remember.
PEOPLE YOU WORK WITH
Customers
Contact details are saved with each confirmed invoice.
| CUSTOMER | INVOICES | OUTSTANDING |
|---|
Your customer list will grow here
Start by importing an invoice and adding its customer.
EVERY FOLLOW-UP, ACCOUNTED FOR
Reminder history
Provider acceptance is recorded separately from delivery.
| CUSTOMER / INVOICE | CHANNEL | STAGE | STATE | DETAIL | UPDATED |
|---|
No reminders yet
Once services are connected and automation is enabled,
your scheduled reminders and any errors appear here.
PAYMENTS RECEIVED
Payments
A clear record of full and partial payments.
| INVOICE / CUSTOMER | PAYMENT DATE | RECEIVED | REFERENCE |
|---|
No payments recorded yet
Open an invoice and choose Record payment when money arrives.
MAKE FOLLOW-UPS YOUR OWN
Settings & setup
Connect your services, then turn on automatic reminders.
Cloud hosting
Not connected
Run the service in the cloud to send reminders when your PC is off. The setup package includes a persistent storage configuration.
Open setup guide ↗Email reminders
Not connected
embeddedsolution1@gmail.com
Connect using Google’s sign-in page. You will never enter your Gmail password into Invoice Desk.
Connect Gmail →WhatsApp reminders
Not connected
Requires your business number on the official WhatsApp Business Platform and an approved payment-reminder template. Ordinary WhatsApp cannot be connected directly.
WhatsApp setup ↗Automatic follow-ups
Off
Daily at 10:00 AM India time. Each invoice and channel is sent once per stage. Missed days do not generate a burst of old reminders.
Back up your records
Download your invoice register, payment records and original PDFs. Store backups securely: they contain customer information.
Payment reminder preview
Dear [Customer], a reminder from Embedded Solution for invoice [Number]. The outstanding amount is INR [Balance], due on [Date]. Please arrange payment or reply with the details if you have already paid.
You can preview the exact email message from each invoice. WhatsApp uses your approved four-parameter template.