Payment due date reminders via email or SMS

Purpose

1.1. Automate scheduled payment due date notifications to wholesale coffee buyers via email or SMS for improved collections and cash flow.
1.2. Automates manual reminder processes for accounting teams, reducing human error and saving time.
1.3. Supports custom messaging, contact management, compliance, and message tracking for the food & beverage wholesale sector.
1.4. Automates timely financial communication, enhancing customer experience and prompt payment.

Trigger Conditions

2.1. Automated triggering when an invoice is X days from due date in ERP or accounting system.
2.2. Automatedly triggered on invoice creation for scheduled reminders (e.g., T-7, T-3, and T-0).
2.3. Automated repeated reminders for overdue invoices.
2.4. Triggers when partial payment is detected and a balance remains due.
2.5. Optional: Automated triggers for recurring billing cycles.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS reminders using Twilio Programmable Messaging API — configure "Send Message" with recipient number, message template, and scheduled send time.
• Example: POST to /Messages with invoice data merged into body.

3.2. SendGrid
• Feature/Setting: Automates email reminders with SendGrid Mail Send API — configure sender, template ID, dynamic template data, and recipient list.
• Example: POST to /mail/send with merged invoice fields.

3.3. Mailgun
• Feature/Setting: Automate email via Mailgun API using "messages" endpoint, incorporating custom invoice info, scheduling and recipient filters.
• Example: POST to /v3/{domain}/messages with dynamic variables.

3.4. Slack
• Feature/Setting: Automated internal notifications via Slack Webhook to alert team of due reminders or failed deliveries.
• Example: POST to webhook URL with reminder payload.

3.5. Microsoft Teams
• Feature/Setting: Automate Teams message using Incoming Webhooks for finance or sales teams.
• Example: POST to Teams URL with due invoice data.

3.6. Outlook 365
• Feature/Setting: Automate Outlook emails via Microsoft Graph API—send reminder emails via /sendMail endpoint.
• Example: POST to /me/sendMail with invoice merge fields.

3.7. Gmail
• Feature/Setting: Automate sending from Gmail using Google Gmail API, composing message with dynamic invoice facts.
• Example: POST to /gmail/v1/users/me/messages/send.

3.8. AWS SES
• Feature/Setting: Automated email sending using Amazon SES SendEmail API configured per client domain.
• Example: Invoke SendEmail with template and variable merge.

3.9. HubSpot
• Feature/Setting: Use Workflows to automate payment due reminders as personalized sequences.
• Example: Workflow trigger—"Invoice Due In X Days," send automated email.

3.10. Salesforce
• Feature/Setting: Automate process with Salesforce Process Builder—task creation or email notification on invoice status.
• Example: Workflow action—Email Alert linked to Invoice object.

3.11. Zoho CRM
• Feature/Setting: Zoho CRM Workflow Rules automate email/SMS on Invoice Due Date field.
• Example: Trigger—Condition "Due Date Approaching," action "Send Email" or "Send SMS using SMS provider integration."

3.12. QuickBooks Online
• Feature/Setting: Automated reminders via QuickBooks Notifications API—configure for upcoming or overdue invoices.
• Example: Set "Send Reminder" on Invoice object in automation.

3.13. Xero
• Feature/Setting: Xero Automated Invoice Reminders with frequency and template configuration.
• Example: Enable Automated Reminders in Xero settings.

3.14. Pabbly Connect
• Feature/Setting: Automate workflow integrating invoice system and email/SMS services with drag-and-drop modules.
• Example: Trigger—"Invoice Due Date Approaching," action—"Send SMS/Email via preferred provider."

3.15. MessageBird
• Feature/Setting: Automated SMS/email using MessageBird Flow Builder—schedule triggers for pending invoices.
• Example: Configure Flow step—"When invoice due in 3 days, send SMS/email."

3.16. ClickSend
• Feature/Setting: Automate reminders with ClickSend SMS/Email API—setup scheduled send, merge variables.
• Example: POST to /v3/sms/send with invoice data.

3.17. Plivo
• Feature/Setting: Automate text messages for payment reminders using Plivo SMS API.
• Example: POST to /v1/Account/{auth_id}/Message.

3.18. Intercom
• Feature/Setting: Automate in-app, email, or chat reminders via Intercom Message API with user segmentation.
• Example: POST to /messages with invoice criteria.

3.19. Freshdesk
• Feature/Setting: Freshdesk Automation rules for emailing or SMSing overdue reminders to contacts in tickets or CRM.
• Example: Automation scenario—"If invoice status is overdue, send email."

3.20. Pipefy
• Feature/Setting: Automate processes with conditional reminders in Pipefy workflow, triggering actions based on due date.
• Example: Card automation—when due date field matches, send notification.

3.21. WhatsApp Business API
• Feature/Setting: Automate payment reminders using WhatsApp templated messages (pre-approved) for customer contacts.
• Example: POST to /v1/messages with template and dynamic data.

3.22. Zendesk
• Feature/Setting: Zendesk Triggers automate ticket updates or email reminders for billing cycles.
• Example: Trigger—"When ticket type: invoice, status: due soon, send notification."

Benefits

4.1. Payment due reminders are automatedly delivered, minimizing late payments and reducing accounts receivable risk.
4.2. Automation enables high-scale reminder campaigns personalized for each client, boosting cash flow for coffee wholesalers.
4.3. Accounting workload is automated, freeing staff focus for exception management versus bulk reminders.
4.4. Automates documentation and audit trails for compliance during billing cycles.
4.5. Enhances customer satisfaction though prompt, automated, and professional communication.
4.6. Omnichannel automation ensures reach via clients' preferred channels (SMS, email, app, etc.).