SmartWorker for manufacturers
Follow up customer payments and supplier deliveries, without calling every day.
SmartWorker sends polite WhatsApp and e-mail reminders for every unpaid invoice and every purchase order that is due. You keep entering invoices and payments in Tally; SmartWorker follows them up.
Last updated 18 October 2026
01The problem
Where the follow-up breaks down today.
- 01
Payments come in late
Invoices fall due, but nobody has the time to call every customer every week, and promises are forgotten.
- 02
Material comes in late
Purchase orders are placed, but nobody checks with the supplier until the goods are already overdue.
- 03
The owner waits for figures
Money to receive, money to pay and goods due sit in different registers, so the full picture takes time to put together.
02What it does
What is in the app today.
- Finance follow-upAutomatic WhatsApp and e-mail reminders with the amount, the due date and a polite message. Paid or cancelled invoices never get a reminder.Read more
- Purchase follow-upFollow up supplier deliveries and purchase orders the same way. Every call, promise and reply is kept in the history.Read more
- Cheques, part payments, TDS and MSME datesPart payments, post-dated cheques (counted as paid on the cheque date), bounced cheques (the invoice is due again) and TDS short payment. Plus an MSME pay-by date (never more than 45 days) on purchase orders from suppliers you mark as MSME, and on your own invoices if your company is an MSME.
- GST invoicesCGST / SGST / IGST by place of supply and HSN, invoice numbers per financial year, amount in words in lakh and crore, bank details and UPI QR on the PDF, and credit notes. You download and share the PDF.Read more
- Owner's overviewMoney to receive, overdue, critical, money to pay, purchase orders, and goods due or overdue, on one screen. Plus 360 View and My work.Read more
- Reports in ExcelWho owes us, ageing (0-30 / 31-60 / 61-90 / 90+ days), collections, sales by month and GST summary, by financial year or quarter.Read more
03How it works
Three steps.
- 01
Keep using Tally
Enter invoices and payments in Tally as you do today.
- 02
Reminders go out on their own
Customers and suppliers get WhatsApp and e-mail reminders on time. A promise to pay by a date pauses the reminders until that date.
- 03
See it all on one screen
The owner's overview shows money to receive, overdue, money to pay and goods due, with every call, promise and reply in the history.
Do we have to stop using Tally?
No. Enter invoices and payments in Tally as today. SmartWorker reads from Tally and never writes into Tally. Import from Zoho Books.
Will a customer who has already paid get a reminder?
No. Paid or cancelled invoices never get a reminder, and a promise to pay by a date pauses the reminders until that date.
Does SmartWorker send the invoice PDF inside WhatsApp?
No. The WhatsApp and e-mail reminder carries the amount, the due date and a polite message. The invoice PDF is downloaded and shared by you.
How are post-dated and bounced cheques handled?
A post-dated cheque counts as paid on the cheque date. If a cheque bounces, the invoice is due again and the follow-up starts again.
Transforming follow-ups. Driving results.
See the follow-up management solution on a business like yours. Free demo, no obligation — and a 14-day free trial when you are ready.