If yours isn't here, send it to us — we'd rather answer it than have you guess.
Display → Statements of Accounts → Outstandings → Receivables, then Alt+E and choose Excel. Press Alt+F1 first for the detailed view. There's a step-by-step guide with the exact key presses.
Export Bills Cleared as well if you can. That's your payment history, and it's what turns a list of debts into a judgement about each customer.
No — the default path is export it yourself and upload it, nothing installed, no access to the machine Tally runs on. If you'd rather not do that every month, there's an optional desktop connector that watches a folder and uploads automatically, or a live connector (beta) that reads straight from Tally's own connection with no export step at all. Both are opt-in extras, never required.
Both. You need bill-wise details switched on (F11 → Accounting Features), otherwise Tally stores only a running party balance and there are no individual invoices to age.
We handle seven shapes of Tally export, including the HTML file Tally saves with an
.xls extension. If auto-detection gets it wrong you're shown your own
columns and pick which is which — and you can fix individual rows without re-exporting.
We also compare our total against the Grand Total row in your own file and tell you if the two disagree, so you find out immediately rather than after acting on a wrong number.
Usually. If it has a customer name, an amount and ideally a date and invoice number per row, the column mapper will get you there. Tally's XML export is not supported — choose Excel or CSV instead.
From that customer's own settled invoices. If someone has paid you on day 74 three times running, then day 62 isn't late for them — it's early, and a reminder spends goodwill for nothing. Everyone is measured against their own history rather than a common 30/60/90 yardstick.
You still get your total outstanding, DSO and ageing, and the ten worst accounts. Behavioural segments need three settled invoices per customer; below that we show "no history" rather than inventing a norm, and the page states how much of your book it could actually assess.
If you never export Bills Cleared, it rebuilds a history anyway — bills that disappear between two monthly uploads were paid, so it learns each customer's rhythm from your uploads instead. Just more slowly.
An invoice the customer has skipped over while paying newer ones. That usually means something is wrong with that specific bill — short delivery, a quality complaint, the wrong amount, a missing e-way bill — and no reminder will ever recover it. Four conditions must hold at once before we flag it, so it stays rare enough to be worth reading.
No. It's deterministic arithmetic — the same file always produces the same plan, and every segment tells you why it landed there. On a paid plan you can optionally connect Claude to ask questions about the results, but the analysis itself never involves a model.
Never. Each reminder opens in your own WhatsApp, from your own number, with the text already typed. You press send. There's no WhatsApp Business API to apply for and no automated dunning from a number your customer doesn't recognise.
Yes — all three (gentle, firm, final) are editable in Settings, in any language, with placeholders for the customer name, amount, bill list and dates. You get a preview against a real customer before anything goes out.
They usually aren't — the outstanding report doesn't carry them. You add a number once, inline, and it's remembered for every future upload. Expect to fill in a fair few on the first run and almost none after that.
Every action can be undone exactly — marking someone called, opening WhatsApp, recording what a customer said. A mistap won't quietly escalate that customer's next message.
No, and that's deliberate. Tally is the book of record. The moment there are two sets of books that disagree, your accountant is right to trust Tally. If a customer says they've already paid, we record what they said, and your next upload settles it — including telling you when the bill is still open.
Total outstanding, DSO, the ageing breakdown and your ten worst accounts — with no account at all. Free shows you the problem; paid gives you the plan that solves it.
No, and there's nobody to talk to. No demo, no onboarding call, no sales follow-up. That's precisely why it costs ₹499 a month instead of thousands — you aren't paying someone's commission.
From your own UPI app, like any other mandate. No email, no retention call, no notice period. If a payment fails you get three days' grace before anything locks, because a bank glitch shouldn't cost you your plan.
No. One plan, unlimited customers, unlimited users, whatever your outstanding grows to.
The honest test: if it gets one ₹40,000 invoice paid three weeks sooner than it would have been, it's paid for the year. If it doesn't tell you anything you didn't already know, don't pay for it — the free check exists so you can find that out first.
Customer names, invoice numbers, dates, amounts outstanding and which bills were settled. Not your sales, profit, expenses, salaries, bank balances, GST filings or stock. The full breakdown is here.
No. We read it, take the numbers, and discard the file itself.
Settings → Delete everything. It happens when you press it — not queued, not "within 30 days", and there's no offer to win you back.
One file, thirty seconds. No signup, and nothing is stored unless you ask us to.
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