Payment reminders for outstanding invoices

Purpose

 1.1. Automate payment reminders for outstanding invoices to reduce manual workload, improve cashflow, and minimize late payments in genealogy research services.
 1.2. Automated reminder flows ensure clients receive consistent, timely communication regarding due or overdue balances.
 1.3. Automatedly tracks unpaid invoices, issues escalating reminders, and provides payment links, streamlining receivables.

Trigger Conditions

 2.1. Invoice status is “unpaid” after a configurable number of days past due date.
 2.2. Triggered when new invoices remain outstanding according to set payment terms.
 2.3. Optionally initiates when partial payments are recorded, or no customer response to previous reminders.

Platform Variants

 3.1. Twilio SMS
  - Feature/Setting: Use Programmable SMS API; configure to send SMS when invoice is overdue.
  - Sample: POST /Messages with client mobile, templated reminder, due invoice data.

 3.2. SendGrid
  - Feature/Setting: Automate transactional email reminders via Mail Send API.
  - Sample: POST /mail/send with recipient, subject, body, and invoice details.

 3.3. Slack
  - Feature/Setting: Automate notification messages in channels or direct messages.
  - Sample: chat.postMessage with customer tag, invoice info.

 3.4. Google Sheets
  - Feature/Setting: Automate lookup for overdue invoices and update reminder status.
  - Sample: Sheets API batchGet, batchUpdate for status fields.

 3.5. QuickBooks
  - Feature/Setting: Automate detection of overdue invoices and trigger reminders.
  - Sample: GET /v3/company/{companyId}/invoice?status=Overdue; trigger email reminder via QuickBooks API.

 3.6. Xero
  - Feature/Setting: Automatereminders with Invoice and Email API endpoints.
  - Sample: GET /Invoices with status=AUTHORISED, POST /Email with reminder details.

 3.7. Zoho Books
  - Feature/Setting: Automate reminding via API to send custom reminder emails.
  - Sample: POST /invoices/{invoice_id}/email.

 3.8. Salesforce
  - Feature/Setting: Automate process builder/Flow to trigger reminder email when payment status is overdue.
  - Sample: Standard Email Alert action in Flow triggered by payment status.

 3.9. Stripe
  - Feature/Setting: Automate retrieval of overdue invoices and send reminders using Invoices API.
  - Sample: GET /v1/invoices?status=open&due_date[lt]=today, send via Email API.

 3.10. PayPal
  - Feature/Setting: Automate invoice status checks and programmed notifications with Invoicing API.
  - Sample: GET /v2/invoicing/invoices?status=SENT, automated email using webhook.

 3.11. Mailchimp
  - Feature/Setting: Automate email journey for payment reminders using Campaign API.
  - Sample: POST /automations for ‘overdue invoice’ campaign trigger.

 3.12. ActiveCampaign
  - Feature/Setting: Automate sending invoice reminders via automation workflow.
  - Sample: ‘If/Else’ trigger on overdue, ‘Send Email’ action.

 3.13. HubSpot
  - Feature/Setting: Automate workflow to email contacts when invoice is tagged overdue.
  - Sample: Workflow trigger ‘Invoice Overdue’, action ‘Send Email’.

 3.14. FreshBooks
  - Feature/Setting: Automate retrieval of outstanding invoices and sending reminders.
  - Sample: GET /invoices?status=overdue, send email using Reminders API.

 3.15. Microsoft Outlook
  - Feature/Setting: Automate email reminders via Graph API when a calendar task or invoice is overdue.
  - Sample: POST /sendMail with invoice data and due date.

 3.16. Gmail
  - Feature/Setting: Automate sending custom reminders via Gmail API.
  - Sample: POST /gmail/v1/users/me/messages/send with templated subject/body.

 3.17. Monday.com
  - Feature/Setting: Automate reminder item notifications with API or automation recipes.
  - Sample: mutation { create_notification(text: “Invoice overdue”, ... ) }.

 3.18. Trello
  - Feature/Setting: Automate card creation for overdue reminders with Trello API.
  - Sample: POST /1/cards with details of client, due date, amount.

 3.19. Notion
  - Feature/Setting: Automate database update for invoices and trigger notification via API.
  - Sample: PATCH /v1/pages for status, POST to notifications system.

 3.20. Microsoft Teams
  - Feature/Setting: Automate chat or channel notification when invoices are unpaid.
  - Sample: POST /v1/teams/{team-id}/sendActivityNotification.

Benefits

 4.1. Automatedly decreases follow-up burden, enabling genealogists to focus on research.
 4.2. Improves payment speed and cash flow via more consistent, automated outreach.
 4.3. Automates escalation by increasing urgency or switching channels (SMS, Email, calls) in later reminders.
 4.4. Automator setup saves administrative resources, ensuring every outstanding invoice receives timely notice.
 4.5. Data-driven automation supports analytics for receivables trends and workflow optimization.