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Payment reminders

Remind customers about outstanding bills, through your own provider

A reminder script reads outstanding bills from BUSY, writes each message and sends it over WhatsApp, email or SMS through the messaging provider you already use — or several of them.

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What it does

  • Finds the customers and bills to remind from your BUSY receivables — by age, amount or party.
  • Builds a message per customer or per bill, in your wording.
  • Sends it through your own WhatsApp, email or SMS provider, using your account with that provider.

What you need

  • An enrolled PC with the AI Zeny Windows app connected to your BUSY company.
  • An account with a messaging provider of your choice, and its sending details.
  • A reminder script — written by you or drafted by the AI agent (Max; not available yet) — that you test and activate.

Plus reads your BUSY data, with scripting and Google Sheets; Pro adds accounting writes; Max adds the AI Agent, which is not available yet. Go, below Plus, includes none of these. Every plan, the free trial included, has the end-to-end encrypted BUSY backup. Local mode and Cloud mode are not tied to a plan. The free trial gives Pro-level features, without the AI Agent.

How a reminder is sent

  1. Step 1: Read outstanding bills

    The script reads the bills you want to remind about from BUSY.

  2. Step 2: Write the messages

    It builds each message from the bill details.

  3. Step 3: Send through your provider

    It calls your provider from the Windows app on your PC; the provider delivers the messages.

Your provider, your rules

Reminders are a configurable JavaScript pattern, not a built-in messaging service. The script runs in the Windows app on your PC; you test it and activate it like any other script.

Your responsibility

AI Zeny does not send messages for you and provides no messaging service. You are responsible for recipient consent, opt-outs, your provider’s terms and the law; AI Zeny does not guarantee compliance. Your provider’s charges are between you and your provider.

Limits and responsibilities

  • Test a reminder script on a small set before activating it: preview runs are real and can send messages.
  • You are responsible for what your scripts do and for their compliance.

Sample

Sample reminder pattern (illustrative) (javascript)
// Illustrative pattern: send one reminder per customer with an overdue bill.
function main(input) {
  const overdue = queries.records(queries.run('Overdue-Bills', { days: 30 }));
  for (const bill of overdue) {
    http.request({
      method: 'POST',
      url: 'https://messaging-provider.example/send',  // your provider's address
      body: { to: bill.mobile, text: 'Reminder: bill ' + bill.billNo + ' is due.' },
    });
  }
  return { sent: overdue.length };
}

An illustrative pattern with a placeholder provider address and a saved query named by you. Real provider details and message rules are yours.

Related

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