Money deskPayment collection software
Payment collection software for install and service businesses
Advances, milestone bills and renewals collected on time, with every rupee on the customer record.
The Money desk takes the advance before the work, follows up every bill with reminders, checks payment screenshots and shows who owes what, with names.
Money
October · ₹3.2 L collected · ₹2.9 L overdue over 30 days
Only see the bill.
Sees the quote, the job and the AMC behind every rupee.
How the Money desk works
From the advance to the renewal payment
Every payment step on the same record as the quote and the job.
Take the advance before the work
Split the quote into an advance, milestone payments and a final bill. Costly work stays locked until the advance is paid.
- 30% advance before work, or your own rule
- Milestones for installation and handover
- Only the owner can unlock early
Every way your customer pays
Payment link, UPI, NEFT, cheque or cash. Each payment lands on the customer record, next to the quote and the job.
- Link payments are marked paid by themselves
- Money goes straight to your own account
- Nothing passes through Setaflow
Link payments are marked paid by themselves. For UPI, NEFT, cheque or cash, your team checks and taps Confirm.
Payment screenshots checked for you
Customers send a UPI or bank screenshot on WhatsApp. Setaflow reads the amount and the UTR and matches it to what is due.
- Your accounts person checks and taps Confirm
- Amounts that do not match are flagged
- The receipt goes back to the customer
₹45,000
UPI ref 431822901172Paid the advance.
Payment reminders that follow up for you
Every bill gets reminders on WhatsApp until it is paid, so your team does not have to chase.
- Reminders 3, 7 and 15 days after the due date
- They stop as soon as the customer pays
- Customers can reply with the UTR
Know who owes what, with names
Every due over 30 days shows the amount, the number of days and the person following it up.
- Each line becomes a task for that person
- The total shows on the Today screen every morning
- Download the list any time
| Customer | Amount | Days | Follow-up by |
|---|---|---|---|
| Green Homes | ₹2,40,000 | 46 | Anu, accounts |
| Mr. Mehta | ₹38,500 | 33 | Karthik, sales |
| City Clinic | ₹15,000 | 31 | Anu, accounts |
Invoices with your own numbers
Milestone and final invoices carry the number series from your own accounts, linked to the quote and the job.
- Your invoice series, not ours
- Every invoice on the customer record
- Export for your accountant
AMC renewal payments, collected on time
The renewal quote goes out 60, 30 and 7 days before the AMC ends. Your customer approves and pays in one tap.
- Renewed contracts start the next year by themselves
- Visits are planned again for the year
- Renewals due this month show in the Monday review
₹12,000 received · AMC renewed till Nov 2027 · visits planned for the year
One customer record
The same record runs through all three desks
Sales, service and accounts work on one customer, so nothing is lost between them.
Enquiry-to-renewal software runs a business that sells, installs and services, from the first enquiry to the AMC renewal: leads, technician jobs, payments and renewals on one customer record, with nothing for technicians to install.
Does money pass through Setaflow?
No. Payments go straight to your own payment account or bank account. Setaflow records the payment on the customer record.
Which payment methods can my customers use?
Payment link, UPI, NEFT, cheque and cash. Link payments are marked paid by themselves; for the others your team checks and taps Confirm.
How do payment reminders work?
Each bill gets reminders on WhatsApp 3, 7 and 15 days after the due date. They stop as soon as the customer pays.
Can I use my own invoice numbers?
Yes. Milestone and final invoices carry the number series from your own accounts.
How does the screenshot check work?
When a customer sends a payment screenshot, Setaflow reads the amount and the UTR and matches them to what is due. Your team checks and taps Confirm.
Can I see all dues in one place?
Yes. The overdue list shows every due over 30 days with the amount, the days and the person following it up. You can download it any time.
See where your business is losing money
Free, and before you pay for anything.