💳 Payment Collection

    Send Payment Links on WhatsApp. Collect Faster. Chase Less.

    Generate invoices inside 3Sigma, send a payment link directly via WhatsApp, and track who has paid and who hasn't — all without switching apps. No more chasing payments over calls.

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    The Payment Collection Problem

    ✕
    Sending payment links via personal WhatsApp — no record in CRM
    ✕
    Calling customers to ask if they paid — awkward and slow
    ✕
    Invoices created in Tally, sent by email — customers prefer WhatsApp
    ✕
    No central view of who has paid, who is pending, who is overdue
    ✕
    Payment reminders sent manually — sometimes forgotten, sometimes sent after payment
    ✕
    Finance team and sales team using different records for the same transaction

    How 3Sigma Handles Payments

    ✓
    Create invoice inside 3Sigma linked to the lead — one tap to share via WhatsApp
    ✓
    Customer gets a professional invoice with payment link directly on WhatsApp
    ✓
    Payment dashboard shows all invoices: paid, pending, overdue
    ✓
    Automatic payment reminders sent at scheduled intervals until paid
    ✓
    Update payment status manually with one tap — full history on lead profile
    ✓
    Sales team and finance see the same payment records in real time
    See How It Works

    Payment Collection Features in 3Sigma

    Payment Links via WhatsApp

    Generate a payment link from the invoice and send it directly via WhatsApp with one tap. Customers pay online without calling or emailing.

    Payment Dashboard

    See all invoices across all leads in one view — paid, partially paid, pending, and overdue. No spreadsheet needed.

    Automatic Payment Reminders

    Set reminder sequences for overdue invoices. WhatsApp reminders go out automatically at day 1, day 3, day 7 — until paid.

    Invoice Sharing on WhatsApp

    Send professional invoices with your branding via WhatsApp. Customers receive a mobile-friendly view — far more likely to act than email.

    Payment History on Lead Profile

    Every payment, invoice, and reminder logged on the lead's profile. Full collection history visible to sales and finance.

    Manual Status Update with One Tap

    When a payment is received, mark it as paid in one tap. Status updates across the lead, the invoice, and the team dashboard instantly.

    How It Works

    From invoice to payment — all inside 3Sigma, all shared via WhatsApp.

    1

    Create Invoice

    Build a branded invoice inside 3Sigma with line items, taxes, and your logo. Takes under 2 minutes.

    2

    Share via WhatsApp

    One tap to send the invoice and payment link to the customer on WhatsApp.

    3

    Customer Pays Online

    Customer opens WhatsApp, taps the link, and pays via UPI, card, or net banking.

    4

    Mark as Paid

    Update payment status in 3Sigma with one tap. Reminder sequence stops automatically.

    Who Uses This Feature

    "We collect admission fees from 200+ students every semester. WhatsApp payment links replaced our manual bank transfer process completely. Collections are 3x faster."

    — Education Institute, Pune

    "Booking amounts from real estate buyers now come in faster. We send the payment link on WhatsApp right after the site visit while interest is still high."

    — Real Estate Developer, Mumbai

    "We invoice clients for monthly retainers. Payment reminders used to be manual. Now they go out on day 3, day 7, and day 15 automatically."

    — Digital Agency, Bangalore

    3x

    Faster collections with WhatsApp payment links

    WhatsApp

    Open rate 70%+ vs email's 12% for invoices

    100%

    Payment history tracked per lead

    Zero

    Chasing calls needed when reminders are active

    Start Collecting Payments via WhatsApp

    Send invoices on WhatsApp. Collect faster. Track every payment in one place.

    Book a Free DemoChat on WhatsApp