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Reminders, cheques and bank statements

Payment reminders to parties with overdue bills, the cheque register and cheque printing, UPI matching from a bank statement CSV, TDS sections and budgets.

This guide is for RoboBill 0.2, coming November 2026. Today's release is 0.1.1.

Keys

Enter
Reminders: open WhatsApp for the party
D/C/B/X
Cheque: deposited, cleared, bounced, cancelled
Ctrl+P
Print an issued cheque
I
Bank statement: ignore a line
F2
Save or send

The keys shown are the default keys; Utilities > Keys in RoboBill can change them.

How to

Remind a party on WhatsApp

  1. Open Payments and banking > R.
  2. Move to the party.
  3. Press Enter; WhatsApp opens with the message.

Match UPI payments

  1. Open Payments and banking > B and choose the bank account.
  2. Choose the statement CSV.
  3. Press Enter on Draft ready lines to post receipts.

In RoboBill, press F1 on any screen to see its guide.