Accounting & ReportingPurpose
1.2. Reduce overdue invoice occurrences, minimize manual intervention, and improve restaurant cash flow.
1.3. Provide systematic follow-ups through preferred communication channels (email, SMS, instant messaging, or voice), tailored for Alsatian cuisine restaurants.
1.4. Create audit trails of communications for accounting transparency.
Trigger Conditions
2.2. Immediate trigger post-failed payment attempt.
2.3. Scheduled reminders before payment due date.
2.4. Recurring reminders until payment is detected or capped at a set count.
2.5. Manual override by accounting team.
Platform Variants
• Feature/Setting: Use Twilio programmable messaging API; configure to send dynamic SMS with due dates and invoice links (POST /Messages).
3.2. SendGrid
• Feature/Setting: Dynamic Transactional Templates in SendGrid Mail Send API; embed invoice summary and payment links.
3.3. Mailgun
• Feature/Setting: /messages API endpoint for automated email reminders; set sender as restaurant “Accounting.”
3.4. Slack
• Feature/Setting: Incoming Webhooks to notify restaurant partners/channels; include custom message payload with invoice detail.
3.5. Microsoft Teams
• Feature/Setting: Use Connectors to send Cards into accounting/finance channels with outstanding invoice details.
3.6. WhatsApp Business API
• Feature/Setting: Use /messages endpoint to deliver reminders with templated content and payment instructions.
3.7. HubSpot
• Feature/Setting: Workflow automation for contacts; trigger email/SMS using “Invoice Reminder” workflow.
3.8. Salesforce
• Feature/Setting: Process Builder automation to send reminders via Email Alert when invoice remains unpaid.
3.9. QuickBooks Online
• Feature/Setting: Automation rules in QuickBooks; send email or SMS for invoices past due by x days.
3.10. Xero
• Feature/Setting: Invoice Reminder Schedule; activate and customize per template in invoice settings.
3.11. Zoho Books
• Feature/Setting: Auto-reminder for unpaid invoices; choose frequency and message template in Reminders.
3.12. Google Workspace Gmail
• Feature/Setting: Apps Script to automate draft and send reminders using account labels (mailApp.sendEmail).
3.13. Outlook/Microsoft 365
• Feature/Setting: Power Automate Flow; configure Outlook action to send scheduled email based on invoice folder rules.
3.14. Instagram DM (Meta API)
• Feature/Setting: Send message via Graph API to business contacts about unpaid invoices.
3.15. Facebook Messenger
• Feature/Setting: Use Send API (POST /me/messages); automate reminders to connected customers.
3.16. Stripe
• Feature/Setting: Enable ‘smart reminders’ in Billing; configure schedule/frequency for pending invoices.
3.17. PayPal
• Feature/Setting: Automated reminders via Invoicing API; enable recurring reminder feature in account.
3.18. FreshBooks
• Feature/Setting: Customize invoice reminders; set automatic email schedule under Invoice preferences.
3.19. Sage Business Cloud
• Feature/Setting: Set auto email reminders; choose timing/frequency under invoice settings.
3.20. Monday.com
• Feature/Setting: Automation recipe “when status changes to overdue, send email” with dynamic fields from invoice board.
3.21. Pipedrive
• Feature/Setting: Workflow automation to trigger email or activity creation on overdue deals/invoices.
3.22. Airtable
• Feature/Setting: Script automation block; send reminders using SendGrid or Gmail integration on overdue invoice records.
3.23. Shopify
• Feature/Setting: Order status automation/app to email customers with pending payment invoices.
3.24. Zendesk
• Feature/Setting: Trigger automated ticket comments, emails, or SMS reminders for overdue invoices.
Benefits
4.2. Minimizes payment delays with timely, multi-channel reminders.
4.3. Improves restaurant cash flow and financial forecasting.
4.4. Customizable frequency and medium per customer/partner preference.
4.5. Creates consistent, professional communication and audit trails.
4.6. Scalable across single or multi-location Alsace restaurants.
4.7. Integrates with accounting, POS, CRM, and communication stacks.