Automated dunning process for overdue accounts

Purpose

1.1. Enables copier repair companies to automate collection communications for overdue invoices, automating reminders, escalations, and documentation management for maximized cash flow and compliance.
1.2. Automating the dunning process automates follow-ups, automates payment links, reduces manual intervention, and enhances collections tracking across multiple communication channels.
1.3. Ensures automatable and repeatable escalations for late payments—emails, SMS, phone, and even postal—documenting each interaction for audit and regulatory requirements.

Trigger Conditions

2.1. Automated trigger when an invoice status turns to “Overdue” in the billing system.
2.2. Automator evaluates customer’s outstanding aging report, automates reminders at 7, 14, and 30 days past due.
2.3. Additional automation activates if no payment confirmation within predefined tiers and escalates per workflow logic.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate outbound SMS via Messaging API; configure template: “Your invoice {{invoice_id}} is overdue. Pay now: {{payment_link}}”.
3.2. SendGrid
- Feature/Setting: Automate transactional email via Mail Send API; dynamic templates trigger on overdue status.
3.3. Salesforce
- Feature/Setting: Automator sets process builder flows for “Invoice Overdue” event to initiate automated tasks, emails, and call reminders.
3.4. QuickBooks Online
- Feature/Setting: Automation using webhooks or API flag for “overdue,” initiates reminder sequence via AutomateDFY orchestrator.
3.5. HubSpot
- Feature/Setting: Automate workflows to send reminders using triggered emails and task assignments; use “Deal Stage” criteria.
3.6. Freshdesk
- Feature/Setting: Automated ticket creation on overdue invoices for collections tracking; assign to dunning queue via automator rules.
3.7. Zoho Books
- Feature/Setting: Automates schedule for dunning reminders using workflow automation based on invoice aging.
3.8. Xero
- Feature/Setting: Configure automated emails through Invoice Reminder settings and 3rd-party automatable workflow connectors.
3.9. Microsoft Dynamics 365
- Feature/Setting: Automate email/SMS dunning using Power Automate flows linked to “Invoice Due Date.”
3.10. Pabbly Connect
- Feature/Setting: Automate cross-app workflows; example: When overdue, send multi-channel reminders through configured automations.
3.11. DocuSign
- Feature/Setting: Automates dispatch of legal dunning notices for overdue status via REST API integration.
3.12. Zapier
- Feature/Setting: Automated multi-step workflows: When invoice overdue, send Gmail and SMS notifications; escalate if ignored.
3.13. Stripe
- Feature/Setting: Automates payment reminders using Billing API “invoice.upcoming” & “invoice.past_due” webhooks.
3.14. Slack
- Feature/Setting: Automate overdue alerts in accounts team channels using Incoming Webhook integration.
3.15. Mailgun
- Feature/Setting: Automates sending compliant dunning emails with customizable throttling.
3.16. ClickSend
- Feature/Setting: Automates multi-channel dunning through SMS, voice, and postal mail API triggers.
3.17. Trello
- Feature/Setting: Automates overdue trackers as cards; assigns team follow-up checklist.
3.18. Monday.com
- Feature/Setting: Automates status change to “Overdue” for accounts and assigns automatable collection sequence.
3.19. Intercom
- Feature/Setting: Automates in-app and email reminders based on user and account overdue status.
3.20. Google Sheets
- Feature/Setting: Automates updates and logs reminders sent, using Apps Script for automatable process monitoring.

Benefits

4.1. Automating dunning ensures faster collections and elevated cash flow for copier repair businesses.
4.2. Reduces manual labor by automating multi-channel, escalated reminders adaptively.
4.3. Lowers error rates and achieves systematic, documented collections auditing.
4.4. Automator enforces consistent policies, reduces disputes, and increases client accountability through automated communications.