Late payment escalation workflows

Purpose

1.1. Automate detection of late payments on marketing consulting invoices to ensure timely follow-up.
1.2. Automator triggers clear communication sequences escalating overdue payment reminders.
1.3. Automates notifications to internal finance, client managers, and clients, reducing manual tracking.
1.4. Ensures compliance and improves cash flow by automating all points in client payment escalation chains.

Trigger Conditions

2.1. Automated activation when invoice due date passes without payment recorded in financial software.
2.2. Automation triggers when outstanding status detected in CRM/ERP or payment gateway system.
2.3. Can be set for X days overdue—configurable per client or service type.

Platform Variants

3.1. QuickBooks
• Feature/Setting: Webhooks for invoice "overdue" status — set to automate escalation emails/sms.
3.2. Xero
• Feature/Setting: "Invoice Overdue" notification API automates triggering follow-up workflows.
3.3. Zoho Books
• Feature/Setting: Automated reminders based on overdue invoice status via Zoho Flow integration.
3.4. FreshBooks
• Feature/Setting: Automate email automation by linking "late payment" triggers to templates.
3.5. Wave
• Feature/Setting: Use webhook integrations on "payment not received" for escalation workflow.
3.6. PayPal
• Feature/Setting: IPN/Webhook for "invoice unpaid" event to launch automator flows.
3.7. Stripe
• Feature/Setting: Use "invoice.upcoming" and "invoice.payment_failed" events to automate alerts.
3.8. Square
• Feature/Setting: Webhook for "invoice overdue" event triggers SMS/email automations.
3.9. HubSpot CRM
• Feature/Setting: Workflow automation on "Deal Stage = Overdue Payment" with client notification.
3.10. Salesforce
• Feature/Setting: Process Builder automates tasks on overdue invoice custom object.
3.11. Monday.com
• Feature/Setting: Automate status change triggers on overdue item to send escalation emails/slacks.
3.12. Pipedrive
• Feature/Setting: Workflow automation for deal overdue payment sends automatic reminders.
3.13. Asana
• Feature/Setting: Rules to automate escalations on tasks marked "Payment Follow-Up".
3.14. Trello
• Feature/Setting: Power-Up and Butler enables automated card movement and reminders for overdue payments.
3.15. Slack
• Feature/Setting: Workflow Builder sends automated internal alerts to #finance on late payment detected.
3.16. Twilio SMS
• Feature/Setting: Automate SMS reminders using programmable SMS based on trigger via API.
3.17. SendGrid
• Feature/Setting: Use API to automate dynamic late payment reminder email campaigns.
3.18. Mailchimp
• Feature/Setting: Automated email journeys triggered by overdue client status tag.
3.19. Google Sheets
• Feature/Setting: Automate tracking with Google App Script—auto-email escalation by cell value.
3.20. Microsoft Power Automate
• Feature/Setting: Automated flows connect invoice & CRM systems for late payment escalation.
3.21. DocuSign
• Feature/Setting: Triggers via envelope status — automate notification cascade if payment agreements unsigned.
3.22. Notion
• Feature/Setting: Automates overdue task reminders via linked database and notifications.

Benefits

4.1. Automatedly eliminates human error and manual tracking in payment follow-up.
4.2. Automator ensures faster payment resolution and organized escalation.
4.3. Automates record-keeping of communication attempts for compliance.
4.4. Automatable process increases recovery rate and operational efficiency for marketing consultancies.
4.5. Automating internal and external communication frees consulting staff for core service delivery.