Billing and Payments AutomationPurpose
1.2. Reduce manual follow-ups and increase office productivity for appraisal firms.
1.3. Instantly alert clients through multiple channels (email, SMS, push) to prevent overdue balances.
1.4. Integrate with billing, accounting, or CRM platforms to extract invoice status and automate reminders.
1.5. Track and log client interactions for compliance and transparency in real estate valuation services.
Trigger Conditions
2.2. Scheduled intervals before and after due date (e.g., 3, 7, 14 days post-issuance or overdue).
2.3. Manual trigger by accounts or finance staff for selected clients/invoices.
2.4. Payment not detected in the integrated payment processor within the specified timeframe.
2.5. Custom flag from CRM lifecycle such as ‘pending billing follow-up’.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API; configure to pull client phone and invoice details, send custom SMS notifications (sample: POST to /Messages with merge fields for amount/due date).
3.2. SendGrid
• Feature/Setting: Transactional Email API; create dynamic templates, configure API call for reminder dispatch (sample: POST to /mail/send with personalization fields).
3.3. Mailgun
• Feature/Setting: Messages API; use stored templates, automate POST request for each unpaid invoice.
3.4. Slack
• Feature/Setting: Incoming Webhooks; send direct reminders to team or clients (sample: POST JSON with channel and message).
3.5. Microsoft Teams
• Feature/Setting: Connector API; auto-post to designated channels with overdue invoice detail.
3.6. Outlook 365
• Feature/Setting: Microsoft Graph /sendMail; schedule automatic emails from organizational mailbox with invoice attachments.
3.7. Gmail
• Feature/Setting: Gmail API /users.messages.send; draft and send payment reminders from appraiser’s account.
3.8. Stripe
• Feature/Setting: Invoices API/list & send_invoice; trigger invoice reminders for unpaid invoices based on due date.
3.9. QuickBooks Online
• Feature/Setting: Invoices endpoint; poll for invoice statuses and push reminder emails using /send endpoint.
3.10. Xero
• Feature/Setting: Invoices API; identify overdue invoices and send reminders via /Email endpoint.
3.11. FreshBooks
• Feature/Setting: Automatic Payment Reminders; configure intervals and custom messages for each reminder level.
3.12. Zoho Books
• Feature/Setting: Auto Reminders; setup and customize schedule, enable in settings, personalize content.
3.13. Pipedrive
• Feature/Setting: Workflow Automation; trigger activity or email based on deal/invoice stage.
3.14. HubSpot
• Feature/Setting: Workflows; automate email reminders from billing status property changes.
3.15. Salesforce
• Feature/Setting: Process Builder/Flows; set automation to send email/task when invoice is overdue.
3.16. Monday.com
• Feature/Setting: Automations; schedule notifications for overdue billing items in columns.
3.17. Asana
• Feature/Setting: Rules; auto-assign tasks or comments for overdue invoices.
3.18. Trello
• Feature/Setting: Butler Automation; create reminders for card moves to ‘Outstanding Payments’ list.
3.19. Google Sheets
• Feature/Setting: Apps Script; scheduled trigger to email rows where payment is not received.
3.20. Zapier
• Feature/Setting: Zaps; link billing apps to email/SMS to automate repetitive reminders.
3.21. Pabbly Connect
• Feature/Setting: Workflow Automation; send reminders using email and SMS integrations between accounting and communication apps.
4. Benefits
4.2. Minimizes manual tracking, saving staff time for value-added activities.
4.3. Increases accuracy and consistency of client communications.
4.4. Ensures audit-ready records and compliance with internal payment policies.
4.5. Offers scalable, multi-channel outreach tailored for property appraisal businesses.