RCS template · Utility

Professional Fee Reminder RCS Template for CA & Accounting Firms

A ready-to-adapt RCS message for chartered accountant and accounting firms, with placeholders, sample values and compliance notes.

When to Send This Message

Send when a retainer or fee is due. For chartered accountant and accounting firms, this is one of the everyday messages that keeps clients informed without a phone call. It can be sent manually from a panel at first and automated later through an API.

Most of the value is in meeting deadlines on time, so reminder and document-collection communication is critical for both the firm and its clients.

The RCS Template

Rich card · Verified sender: [Business Name]

Professional Fee Reminder

Dear {client}, the professional fee of Rs. {amount} for {service} ({period}) is due. Invoice {invoice}. Please ignore if already paid. - [Business Name]

Call us

SMS fallback (India, DLT format)

Dear {#var#}, the professional fee of Rs. {#var#} for {#var#} ({#var#}) is due. Invoice {#var#}. Please ignore if already paid. - [Business Name]

Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.

Placeholders and Sample Values

Placeholder	Meaning	Sample value
{client}	Client	Mr. Bansal
{amount}	Amount	5,900
{service}	Service	GST compliance
{period}	Period	Q2
{invoice}	Invoice	CA-1182

Filling in each placeholder

Client (sample: Mr. Bansal): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
Amount (sample: 5,900): Write amounts as Rs. 1,499 rather than with the rupee symbol, which forces Unicode encoding in SMS and shortens each part to 70 characters.
Service (sample: GST compliance): Keep the value short and specific; test the longest realistic value to check the message still reads well.
Period (sample: Q2): Keep the value short and specific; test the longest realistic value to check the message still reads well.
Invoice (sample: CA-1182): Use the same reference format that appears on your invoices, receipts or software, so customers and staff can match it quickly.

This template has 5 placeholders and a body of 152 characters before values are filled in. RCS card descriptions can be longer than SMS, but the first line should still carry the key information, as previews are truncated.

Category and Approval

Service updates like this suit RCS well because a card can carry buttons such as confirm, reschedule or get directions. The message must still relate to the customer's existing transaction.

Compliance Checklist

Promotional rich cards go only to customers who have agreed to receive them.
Your brand (name, logo and description) is verified with the RCS provider before launch.
Suggested replies and actions are short (25 characters or fewer per chip) and each one leads somewhere useful.

Rules to keep in mind for CA & Accounting Firms

ICAI's Code of Ethics restricts advertising and solicitation by chartered accountants, though firms may have websites that follow ICAI guidelines. Client financial data is confidential and must be shared over secure channels.

General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our RCS compliance guide for India.

Tips for Better Results

Keep one purpose per message; if you need to send a reminder and a document, the reminder should still make sense on its own.
Use the customer's name and a reference number so the message is easy to trust and to search for later.

Need this RCS template set up?

We register, submit and connect templates for you, and send test messages before launch.

WhatsApp Us Call +91 88890 28885 Enquiry Form

Quotes in USD for international clients.

Questions About This Template

When should a CA firm send the professional fee reminder message?

Send when a retainer or fee is due. If customers reply, make sure someone on your team monitors and answers.

Do RCS messages need brand verification?

Yes. RCS business messages are sent from a verified brand profile with your name and logo, which needs to be approved before launch.

Can I add images to this message?

Yes. A rich card can include an image or short video. Keep important details in the text as well, since not everyone views the image.

Can DND Teams set this up for my CA firm?

Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.