How Roopi Sends Messages for You

How Roopi Sends Messages for You

Roopi doesn’t just log invoices—it gets to work contacting your clients right away. Once an invoice is uploaded or synced from QuickBooks, Roopi automatically drafts and sends messages on your behalf using email and SMS.

📅 Not Just for Overdue Invoices

Roopi covers the entire payment timeline, not just the overdue ones:

• Before the due date – Sends friendly reminders, shares payment links, and answers questions to build rapport and encourage early or on-time payment.

• On the due date – Sends a polite “today’s the day” message to nudge your client.

• After the due date – Runs a phased follow-up plan for up to 90 days past due, gradually escalating from courteous check-ins to firm (yet compliant and respectful) notices — always protecting your client relationship.

📤 Step 1: Triggered Automatically After Upload or Sync As soon as an invoice is detected:

• Roopi extracts the due date, amount, and client contact info.

• It generates a friendly but professional follow-up message.

• The first message is sent automatically based on your message schedule.

💬 Step 2: Multi-Channel Messaging Roopi reaches out using:

• Email – Sent from your connected email or a verified Roopi sender

• SMS – Sent from a trusted Roopi number or your custom one (if connected)

Roopi will space out messages depending on the invoice’s due date and payment activity.

🎯 Step 3: Adaptive Follow-Up Sequences Roopi tailors messaging frequency and tone:

• Starts friendly (“Just a quick reminder…”)

• Shifts to firm if there’s no response (“This invoice is now overdue…”)

• Ends with professionally urgent reminders (never aggressive or threatening)

🧠 Step 4: Smart Adjustments Based on Client Behavior If your client replies, Roopi will:

• Pause follow-ups automatically

• Respond with helpful info (like how to pay or confirm deadlines)

• Alert you if human input is needed

✅ Why It Works

• No more forgetting to follow up

• Reduces awkwardness of asking for money

• Lets you stay focused while Roopi handles the back-and-forth

Roopi acts like your polite but persistent collections assistant—automated, intelligent, and always on your side.