Enrol and track every customer
Create a scheme for a customer with the monthly amount, duration and start date. JewelBooks tracks each payment, the number of instalments left, the maturity date and the company bonus you add.
Payments flow into your books
Each instalment is posted to the cash or bank ledger, so scheme money never sits outside your accounts. Receipts can be shared with the customer.
- 12-month and custom scheme durations
- Instalment history per customer
- Company bonus and maturity date
- Cash and bank ledger posting
- Due and follow-up list
WhatsApp reminders
With your own WhatsApp Business connection and approved templates, JewelBooks can remind customers of the due date and follow up three days later. Only customers who agreed to WhatsApp messages are contacted.
Frequently asked questions
Can I change the scheme duration?
Yes. The common 12-month scheme is available and you can set the duration and instalment amount per scheme.
Does JewelBooks send reminders by itself?
If you connect WhatsApp and enable scheme reminders, due-date and follow-up messages go out automatically to opted-in customers.
Where does the scheme money appear in my accounts?
Payments are posted to your cash or bank ledger as received.