Contact : +91-9791945502, +91-9880266970, +91-7975005791 | E-Mail : info@azeinfotech.in, azeinfotech@gmail.comContact : +91-9791945502, +91-9880266970, +91-7975005791 | E-Mail : info@azeinfotech.in, azeinfotech@gmail.comContact : +91-9791945502, +91-9880266970, +91-7975005791 | E-Mail : info@azeinfotech.in, azeinfotech@gmail.com
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TDL for Payment Follow-up Manager

Streamline Collections. Improve Cash Flow. Never miss a Payment follow-up again. Timely payment follow-ups are critical for healthy cash flow, yet most businesses struggle to track who followed up, when it was done, and what commitments customers made. Missed reminders, scattered notes, and incomplete communication often result in delayed collections and poor visibility for management. This powerful TallyPrime TDL add-on solves this real-world problem by helping businesses record, organize, and monitor payment follow-ups effortlessly β€” right inside TallyPrime. Whether you manage a small business or a complete accounts team, this add-on ensures that every pending payment is tracked, every follow-up is recorded, and management gets real-time clarity on collection progress. ⭐ Why This Add-on is a Must-Have for Every Business Ensures timely and consistent follow-ups, leading to faster payment collection Centralizes all follow-up information inside Tally β€” no separate tracker or Excel required Gives management a single dashboard for reviewing customer-wise and bill-wise follow-up status Enhances accountability across teams and avoids missed commitments πŸ”‘ Key Features 1. Ledger-Level Follow-Up Tracking Record all payment follow-up interactions directly at the customer ledger level. 2. Bill-Wise Follow-Up Capture Maintain detailed follow-up notes for each outstanding bill, improving clarity and accountability. 3. Add Up to 5 Contact Persons per Customer Store multiple client contacts and track exactly who you followed up with β€” ideal for businesses dealing with multiple decision makers. 4. Next Follow-Up Date & Priority Status Mark follow-ups as Hot / Warm / Cold and set the Next Follow-Up Date to focus on priority collections and avoid missing reminders. 5. Smart Reports & Alerts Daily Email Alerts: Automatically receive a list of Today’s Follow-Ups in your inbox every morning On-Company-Load Reminder: Tally automatically shows today’s follow-up summary when you open the company New Follow-Up Reports: Ledger Wise Follow-Up Register Bill Wise Follow-Up Register These give management and accounts teams a clear view of outstanding interactions and pending commitments

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