Instructions your customers can copy
Include account numbers in your instructions so customers can copy them straight from the payment page.
Get paid faster with payment links and automatic reminders
Chasing payments by phone eats the accounts team's day. Share a secure payment page with your bank and bKash details, let customers tell you when they have paid, and send reminders by email, SMS or WhatsApp before and after the due date.
30-day trialNo credit cardSetup assistance included
eSolverBooks / Sales / Collections settings
How it works
From setup to a review-ready result
A practical workflow your team can follow without adding disconnected spreadsheets or repeated data entry.
- 1
Set your instructions
Write the payment instructions customers will see: bank account details, bKash or Nagad numbers, and how long links stay valid.
- 2
Share a link from an invoice
From any issued, unpaid invoice, create a secure payment link, copy it to share, or open WhatsApp with the reminder message already filled in.
- 3
Customer claims payment
The customer opens the page, sees your instructions and tells you they have paid. The claim lands in your Collections inbox.
- 4
Confirm and post
Choose the account that received the money and confirm. The receipt is posted against the invoice. Reject a claim with a recorded reason if it is wrong.
What you get
Built for how customer collections & payment links actually works
Customers always know how to pay, your team confirms receipts in one inbox, and overdue invoices get a polite nudge without anyone remembering to send it.
You confirm, nothing posts by itself
A claim is only a claim until you check the money arrived. Rejecting one posts nothing and keeps the reason.
Reminders before and after due date
Choose how many days before the due date, and how many days after an invoice becomes overdue, a reminder is sent.
Three channels
Reminders go by email, and by SMS where an SMS provider is set up. WhatsApp reminders open from your own phone with the text ready.
Editable template
Edit the reminder message, insert placeholders for customer and invoice, and preview it with sample data.
Links you can cancel
Cancel a payment link and the old URL stops working at once, so a stale link cannot cause confusion.
Feature details
Every item and sub-item, clearly explained
Understand the main workflow, what belongs inside it and how each capability supports accurate daily work.
01
Main feature item
Payment links
One secure page per invoice.
What it includes
4 connected capabilities designed to keep this part of customer collections & payment links organized.
Included sub-items
What belongs under payment links
01
Create from the invoice
Generate a link from any posted invoice that still has a balance. Void and fully paid invoices are protected.
02
Link lifetime
Decide how long new links remain valid, from 1 to 365 days.
03
Receiving accounts
Define the cash, bank or wallet accounts customers can claim payment into; the account is preselected when you confirm.
04
Cancel and reissue
Cancel a link that was sent in error and create a fresh one.
02
Main feature item
Payment claims inbox
Confirm what actually arrived.
What it includes
4 connected capabilities designed to keep this part of customer collections & payment links organized.
Included sub-items
What belongs under payment claims inbox
01
Pending, confirmed, rejected
See claims by status, with counts, so nothing sits unreviewed.
02
Confirm with the right account
Pick the account that received the money, and the receipt is recorded against the invoice.
03
Reject with a reason
If the money never arrived, reject the claim. No receipt is posted and the reason is kept with the claim.
04
Full audit trail
Every claim records who confirmed or rejected it and when.
03
Main feature item
Reminders
Polite, consistent and on time.
What it includes
4 connected capabilities designed to keep this part of customer collections & payment links organized.
Included sub-items
What belongs under reminders
01
Automatic schedule
Turn on automatic reminders and set the days before due date and days after overdue. Turn off to send by hand only.
02
Manual reminders
Send a reminder from an invoice whenever a call is more appropriate than waiting for the schedule.
03
Reminder history
See which reminders went to which customer and when, so two people do not chase the same invoice.
04
Template and placeholders
One message template, with placeholders for the customer name, invoice number, amount and payment link.
04
Main feature item
Collections discipline
Tie links and reminders to aging.
What it includes
4 connected capabilities designed to keep this part of customer collections & payment links organized.
Included sub-items
What belongs under collections discipline
01
Works with aging
Reminders attach to the same invoices that appear in the receivable aging report, so priorities match.
02
Credit limits
Pair collections with customer credit limits so exposure is controlled before the next order, not after.
03
Reminder history on the invoice
Open an invoice to see the reminders already sent before you call the customer.
04
Role-based settings
Only owners, administrators and accountants can change collections settings.
Keep exploring
Related features, solutions and guides
Put customer collections & payment links to work for your business
Create a clearer workflow and give your team information they can understand and trust.