Sending invoices and payment reminders

Purpose

1.1. Automate the generation, dispatch, and follow-up of invoices and payment reminders for anodizing service providers.
1.2. Ensure timely billing cycles for corporate clients in surface treatment, minimizing manual intervention and reducing late payments.
1.3. Efficiently track receivables, trigger escalating reminders, sync records, and enable multiple payment collection channels via integrated services.
1.4. Facilitate record-keeping and compliance through automated documentation and audit trails.

Trigger Conditions

2.1. New order completion or project milestone reached in the anodizing process.
2.2. Scheduled billing cycle (e.g., weekly, monthly, post-delivery).
2.3. Outstanding payment detected past a set due date.
2.4. Change in client payment status or partial payment received.

Platform Variants

3.1. Twilio SMS
• Function: Send SMS payment reminders.
• API: Messages API; Configure recipient number, template, and schedule send after payment due date.
3.2. SendGrid
• Function: Automated invoice and reminder emails.
• Feature: Transactional Emails; Auth with API key, use dynamic templates for invoices.
3.3. QuickBooks Online
• Function: Automated invoice creation and payment status sync.
• API: Create Invoice and Send Invoice endpoints, triggered by new order.
3.4. Xero
• Function: Send invoice and reminder emails.
• API: Invoices endpoint, automate “EmailInvoice” action for due or late payments.
3.5. Zoho Books
• Function: Scheduled invoicing and automated reminders.
• API: createInvoice and sendReminder; mapped to order completion or payment due.
3.6. Salesforce
• Function: CRM-triggered billing and reminders.
• Feature: Process Builder with outbound email and SMS automation, tied to opportunity closed/won.
3.7. Microsoft Dynamics 365
• Function: Sales order triggers invoice generation and reminders.
• API: SalesInvoice API, Workflow automation for reminders.
3.8. Stripe
• Function: Invoice creation, email dispatch, payment link generation, reminders.
• API: Invoice API (create, send, finalize, remind).
3.9. FreshBooks
• Function: Auto-generate and email invoices, track and remind overdue.
• API: Invoices endpoint, send and sendReminder functions post-project or due date.
3.10. Wave
• Function: Create/send invoices, overdue notifications.
• API: Invoice endpoint; send email or SMS via integration.
3.11. PayPal
• Function: Invoice dispatch with payment buttons and auto-reminders.
• API: Invoicing endpoints (CreateInvoice, SendInvoice, RemindInvoice).
3.12. SAP Business One
• Function: Automated billing and payment monitoring for B2B anodizing.
• API: Business Object Layer (Invoice, Alerts service).
3.13. Sage Intacct
• Function: Invoice and reminder automation for accounts receivable.
• API: ARInvoice object; configure Smart Events for auto-reminders.
3.14. DocuSign
• Function: E-signature enabled invoicing and noticed reminders.
• API: Envelope creation, notification scheduling.
3.15. Gmail
• Function: Automated email reminders for payments.
• API: Gmail API send, schedule; template triggered by payment status.
3.16. Outlook365
• Function: Invoice and reminder emailing.
• API: /me/sendMail; calendar-driven trigger setup.
3.17. HubSpot
• Function: Automated notification workflows for unpaid deals.
• Marketing Automation: Email/send SMS via custom workflow when invoice status = unpaid.
3.18. Slack
• Function: Internal alerts for finance team, notify about overdue invoices.
• API: chat.postMessage to dedicated billing channel, trigger on unpaid status change.
3.19. Monday.com
• Function: Billing item moves state = send invoice/alert.
• Automation: “When column changes to [To Bill], send email/invoice via integration.”
3.20. Mailchimp
• Function: Batch invoice/reminder campaigns for multiple customers.
• API: Transactional API; personalized content for billing cycles.
3.21. Trello
• Function: Card due date triggers payment reminders.
• Power-Up: Email/SMS integration for card state/label.
3.22. Pabbly
• Function: Automated invoice dispatch and multi-channel reminders.
• API: InvoiceCreate, ReminderSchedule tied to transaction trigger.
3.23. Zoho CRM
• Function: Contact-based invoice and debt escalation reminders.
• Workflow Automation: Triggered when deal stage reaches "Ready to Invoice".

Benefits

4.1. Eliminates manual invoice management, saving labor hours.
4.2. Enables 24/7, real-time invoice generation and reminders.
4.3. Minimizes missed and overdue payments for anodizing services.
4.4. Increases cash flow consistency for corporate suppliers.
4.5. Improves client experience with timely, professional notifications.
4.6. Enables compliance with accounting and audit requirements by maintaining digital records.
4.7. Frees human resources to focus on core value-adding activities.