Administrative & FinancialPurpose
1.2. Minimize manual follow-ups, reduce overdue accounts, and enhance customer experience with clear, consistent notifications.
1.3. Maintain accurate financial records by syncing reminders with your store’s sales, inventory, and CRM systems.
1.4. Support compliance, reporting, and cash flow management through ongoing automation in the administrative process.
Trigger Conditions
2.2. Predefined timeline reached (e.g., 3, 7, 14 days past due).
2.3. Manual override or escalation by finance/admin staff.
2.4. Status changed to paid or written off cancels queue.
Platform Variants
3.1. Twilio SMS
3.1.1. Feature/Setting: SMS API, send message on invoice due event; configure with recipient number, message body template.
3.1.2. Example: Trigger POST to /Messages with customer’s mobile and invoice link.
3.2. SendGrid
3.2.1. Feature/Setting: Transactional Email API, automate via dynamic templates.
3.2.2. Example: Use /mail/send with substitutions for client, invoice, due date.
3.3. Slack
3.3.1. Feature/Setting: Incoming Webhooks to send reminders to finance/admin channel.
3.3.2. Example: POST JSON with invoice data to channel’s webhook URL.
3.4. Gmail API
3.4.1. Feature/Setting: Send automated individualized emails; configure OAuth and endpoint /users/{userId}/messages/send.
3.4.2. Example: Use draft with subject "Invoice Due" and custom body.
3.5. Microsoft Outlook (Graph API)
3.5.1. Feature/Setting: SendMail endpoint; schedule reminders via mail/calendar.
3.5.2. Example: POST to /me/sendMail with template and dynamic fields.
3.6. Zoho Books
3.6.1. Feature/Setting: Automation rules, "Workflow for Invoices"; schedule and action: send reminder email/SMS.
3.6.2. Example: Configure workflow: invoice due and email template trigger.
3.7. QuickBooks Online
3.7.1. Feature/Setting: Invoice reminders, "Send reminders" checkbox and timing in automation settings.
3.7.2. Example: API call to /v3/company/{companyId}/invoice after status check.
3.8. Xero
3.8.1. Feature/Setting: Invoice reminders workflow; configure interval and content.
3.8.2. Example: POST to /invoices and reminder configuration in settings.
3.9. FreshBooks
3.9.1. Feature/Setting: Late payment reminders; policy and message template set per invoice.
3.9.2. Example: Activate reminders under Payment Settings.
3.10. HubSpot
3.10.1. Feature/Setting: Workflow automation using email sequence; trigger on invoice object.
3.10.2. Example: Workflow triggers when invoice is due, email is sent automatically.
3.11. PipeDrive
3.11.1. Feature/Setting: Automations with invoice stage change; connect with messaging apps.
3.11.2. Example: Trigger workflow for overdue stage, send notification.
3.12. Salesforce
3.12.1. Feature/Setting: Process Builder or Flow, trigger on Invoice object status.
3.12.2. Example: Scheduled path sends email or creates Chatter post for finance staff.
3.13. Mailgun
3.13.1. Feature/Setting: RESTful endpoint /messages for programmatically sending reminder emails.
3.13.2. Example: POST with recipient, subject, custom HTML body.
3.14. WhatsApp Business API
3.14.1. Feature/Setting: Send templates to customers; set parameterized invoice data.
3.14.2. Example: POST to /messages with phone number and pre-approved template.
3.15. Telegram Bots
3.15.1. Feature/Setting: Bot API, sendMessage method, automate notifications to contacts or groups.
3.15.2. Example: POST to https://api.telegram.org/bot/sendMessage with invoice info.
3.16. Zapier
3.16.1. Feature/Setting: Zaps connect CRM/invoicing to email or SMS for reminders.
3.16.2. Example: Trigger: “Invoice overdue”; Action: “Send email”/“Send SMS”.
3.17. Google Calendar API
3.17.1. Feature/Setting: Create calendar event on due date with reminders to user or staff.
3.17.2. Example: Event with pop-up or email notification at defined intervals.
3.18. Microsoft Teams
3.18.1. Feature/Setting: Webhook connector to post due invoice notifications to channel.
3.18.2. Example: HTTP POST to /webhook/ with formatted card.
3.19. Stripe
3.19.1. Feature/Setting: Billing, “Send Invoice Reminders” enabled for late payments.
3.19.2. Example: Dashboard or API configuration with /v1/invoices and reminder policy set.
3.20. Shopify
3.20.1. Feature/Setting: Order/payment reminder emails via Shopify Admin or API.
3.20.2. Example: Trigger on order status; send email to customer profile’s email.
Benefits
4.2. Decreases manual effort, freeing admin resources for core retail tasks.
4.3. Improves customer satisfaction by streamlining communication.
4.4. Enhances accuracy and traceability in financial operations.
4.5. Boosts cash flow for reliable operations in the aeromodel shop sector.