Receivables management software for Tally is a mobile-first application layer that enables business owners and finance teams to track unpaid customer invoices, automate WhatsApp payment reminders, collect zero-MDR UPI payments, and reconcile receipts back into Tally. Operating directly on top of existing desktop Tally Prime or Tally ERP 9 installations, receivables management software extends accounting visibility to mobile devices without requiring desktop access or manual spreadsheet exports. Distributors and wholesalers can view real-time party-wise outstanding balances, inspect aging slabs, share ledger statements on WhatsApp, and schedule automated payment follow-ups around invoice due dates. When retail buyers pay via attached UPI payment links, the software automatically allocates the received amount against open sales invoices—handling full, partial, or multi-bill settlements—and posts receipt entries into Tally. This replaces manual diary tracking and late-night bank statement matching with a single connected receivables workflow from phone to accounting books.
Takkada is receivables management software built for businesses that run their accounts on Tally.
It gives business owners and teams a single workflow to see outstanding payments, follow up with customers, collect money and reconcile payments back into Tally.
What does receivables management software do?
Receivables management software helps businesses manage money that customers still owe them.
A typical receivables workflow includes:
- Identify outstanding invoices in real time.
- Check how long each invoice has been unpaid (aging analysis).
- Contact the customer with payment details.
- Send payment information and zero-MDR UPI payment links.
- Collect the payment digitally.
- Match the payment with the corresponding invoice.
- Update Tally accounting records automatically.
Takkada brings these steps together around your Tally installation.
Manage customer outstanding from your phone
Takkada makes customer outstanding information available outside the Tally desktop. Learn more about accessing Tally on mobile.
You can open a customer account, see their open invoices, and share their ledger statement directly via WhatsApp. The same platform is then used for reminders and payment collection.
Automated payment reminders
Instead of manually remembering which customer needs a follow-up, Takkada sends automated WhatsApp reminders based on payment due dates and overdue statuses. Discover how Tally WhatsApp integration automates invoice dispatch and reminder schedules.
Payment collection
Invoices and reminders include UPI payment links. Takkada's collection workflow sends the money directly to the business's bank account without taking a platform cut. Learn more about payment collection in Tally.
Payment reconciliation
Receiving the money is only half the job.
The payment also needs to be matched against the correct invoice and recorded in your accounting books. Takkada automates this workflow, including scenarios involving partial and combined multi-bill payments. Explore how auto-reconciliation in Tally works end-to-end.
Who needs receivables management software?
Takkada is particularly suited to:
- Wholesalers and distributors
- B2B trading businesses
- Companies selling goods on credit terms (30–90 days)
- Businesses with dozens or hundreds of outstanding customer invoices
- Businesses already using Tally Prime or Tally ERP 9
Frequently Asked Questions
Q: What is receivables management software?
A: It is software that helps businesses track customer dues, follow up on unpaid invoices, collect digital payments, and manage bank receipt reconciliation.
Q: Does Takkada work with Tally?
A: Yes. Takkada is designed as a software layer on top of Tally rather than replacing it.
Q: Can I see customer outstanding on mobile?
A: Yes. Takkada provides mobile access to party receivables, invoice details, and customer ledger statements.
Q: Can Takkada send payment reminders automatically?
A: Yes. Scheduled WhatsApp reminders can be configured around invoice due dates and payment terms.
Q: Can Takkada reconcile payments automatically?
A: Yes. Its auto-reconciliation engine matches incoming UPI and bank payments to open invoices and posts receipt entries back into Tally.