Notifying clients regarding payments owed is a tedious task, but automating the process saves time and ensures there is always a follow up. By using WhatsApp and Google Sheets, payment collections can be made more easier. In this post, we will show you how to automate your payment reminders via the WhatsApp using the “CEOITBX” button on Google Sheets.
Step 1: Check Message
When you need to set up the automation, checking if the automation is set up properly is the first step to take.
- Access Your Google Sheet: Now open your reminder Google sheets. On the sheets, you have the “CEOITBX” button which allows you to send automated messages helps you dispatch reminder messages.
- Choose Option “Send Test Message”: This option can help verify if everything is in order.
- Give The Required Authorizations: Then click on continue.
- If you have to select an account to use, make sure to select only one Gmail account, the system will not work if you enable multiple accounts at the same time.
- In case you see an alert that says, “Google hasn’t verified this app,” just click on “Advanced” and then “Go to CEOITBX Automated Payment Reminder.”
- Stop flipping your screen and then click on “Allow” so that emails and messages via WhatsApp can be sent to you.
- Send the Test Message: Once you’ve provided the app with permission, go ahead and click on the button labeled “Send Test Message” one more time. This will forward a reminder message to the test contacts via email and WhatsApp.
Step 2: Sending the Actual Reminder Messages
Now that you understand how it works, you can go ahead and send real payment reminders.
- Go to the Contacts Tab: Open your Google Sheet and go on the tab labeled “Contacts.”
- Select the Recipients: Select the “Select” box next to the name and mobile number of the debtor you want to send the reminder to.
- Click on “Send Reminder”: Once you have chosen the recipients, you can now select the “CEOITBX” button and then click on “Send Reminder.”
- Track the Status:One by one as the reminders are sent, the status will be updated on the sheet so it will be easy for you to see if the email was sent, WhatsApp message was sent, or both were sent.
Primary Insights
Completing these steps allows you to,
- Schedule Automated Payment Reminders: Effortlessly schedule tasks using the “CEOITBX” button on WhatsApp and email.
- Enhance the Collection of Payments:Automating the procedure makes certain that follow ups are done on time and manual work is minimized.
- Monitor Messages Sent:The status of all reminders will get updated automatically in the Google Sheet helping you remain organized.
This simple, yet powerful payment collection system results in time savings by ensuring your clients receive reminders in a timely manner with little effort from you.
When tasked with sending a payment reminder to clients, it can become tiresome and repetitive. But with the right approach, time can be saved and follow ups will be automated. Using Google Sheets integrated with WhatsApp can streamline the process. In this article, we’ll guide you through steps to automating payment reminders through the “CEOITBX” functionality in Google Sheets.
Step 1: Sending A Test Message
Before automating the process, the first thing to do is verify school hours just to ensure things are in order.
- Open Your Google Sheet: In this step, proceed to the payment reminder Google Sheet and open it. You will then notice the button “CEOITBX” at the top of the sheet (this button will only appear in the sheets created by CEOITBX that has the functionality to send automated messages via custom scripting).
- Click on the “Send Test Message” Option: This action will help you ensure that the structure is operational and that messages are able to be sent successfully.
- Grant Authorization: You will then see a pop up request for authorization. Click “Continue” to proceed. – If prompted to pick an account, ensure to select one Gmail account only in case the system doesn’t work (utilizing multiple accounts is not an option).
- When you receive the alert “Google hasn’t verified this app”, go ahead and select “Advanced”, then “Go to CEOITBX Automated Payment Reminder.”
- You can then click “Allow” to give the necessary permissions for sending emails as well as WhatsApp messages
- Send the Test Message: After authorizing the app, click the button “Send Test Message” once again. This message will send a reminder message with the WhatsApp number and email of the test contacts.
Step 2: Sending the Actual Reminder Messages Notifications
- Contact Tab: Proceed towards the “Contacts” tab in Google sheets.
- Choosing the Targeted People: Choose the “Select” option next to the mobile number and name of the person you would like to set a reminder for.
- Click on Send Reminder: Confirm the choice of recipients and click on the “CEOITBX” button and “Send Reminder” to proceed.
- Manage Status:The sheets will refresh as the reminders are being sent allowing you to monitor the status of email or WhatsApp remnants successfully.
Key Outcomes
These activities lead to :
- Sending Automated Payment Reminders: The CEOITBX button will allow you to send messages, email, and WhatsApp reminders with ease.
- Improve Payment Collection Process: having automated processes means that timely manual follow up is taken care of and, reduces the amount of labor needed.
- Monitor Reminder Messages Sent: Users will know that all reminders which needed to be sent will aid you in organizing and knowing the status automatically.
This simple automation setup can further enhance your payment collection processes and make sure your clients get paid reminders on time without constant manual supervision.
