Automation
Everything Kapda Stock does on a schedule — the udhaar recovery ladder and daily WhatsApp summary you switch on, plus the alerts, closings and backups that always run.
Some automations you switch on in Settings → 🤖 Automation; others run for every business automatically. All run on Indian Standard Time.
Switch on in Settings (Owner or Admin)#
| Setting | What it does | When |
|---|---|---|
| Udhaar recovery ladder + Minimum khata ₹ | WhatsApp reminder at 7 days, reminder with UPI link at 15 days, AI call at 30 days (Professional and Enterprise; a final WhatsApp on Growth), for customers owing at least the minimum. ▶ Run now runs it immediately. | 10:30 AM daily |
Click Save automation after changing them; you see Automation settings saved. Full details of the ladder: Payment reminders.
Always on#
| Automation | When (IST) | Page |
|---|---|---|
| Expire quotations past their validity | 12:05 AM | Quotations |
| Cloud backup to Google Drive (when connected) | 2:00 AM | Backup & restore |
| Mark sent invoices past their due date as overdue | 8:00 AM | Invoices |
| Subscription renewal and payment reminders | Mornings | Grace period & past due |
| Low-stock alert to the owner (email + push) | 9:00 AM | Low stock & reorder |
| Send WhatsApp messages queued by the daily limit | 9:00 AM | |
| Close the day book | 11:55 PM | Day book |
Related#
Last updated 03/10/2026