Getting paid

Show customers clearly what they owe

Your customer’s finance team needs a statement it can check against its own records. Your follow-ups should leave a record too, not disappear into someone’s inbox.

01

A statement of account

Give the customer a statement of its invoices, payments and the balance still owed. Their finance team can then check it against their own records.

02

You set the reminder steps

Set the order of reminders that suits the way you work, instead of one fixed schedule for every customer.

03

Keep a record of the follow-up

Note when you chased a customer and what is still owed. It sits next to their account and payment history.

04

You send the email

Kept records the reminder and the follow-up. It does not send the email itself. A person sends it outside Kept.

Stop typing in receipts. Start checking them.

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