Payment reminder emails and SMS

Purpose

 1.1. Automate sending of payment reminders via email and SMS for pending or overdue invoices related to photo booth rental services.
 1.2. Ensures faster collections, reduces manual follow-ups, and maintains professional communication in billing.
 1.3. Automates reminders based on invoice due dates, unpaid status, or custom schedules for clients in event services.
 1.4. Minimizes revenue leakage and automates escalation for persistent non-payments.
 1.5. Integrates with existing CRM, invoicing, or point-of-sale systems for seamless automating of reminders.

Trigger Conditions

 2.1. New invoice created with pending status.
 2.2. Approaching invoice due date (e.g., 3, 5, 7 days before due).
 2.3. Invoice becomes overdue by specified duration.
 2.4. Payment status updated automatically or manually to unpaid/partially paid.
 2.5. Recurring contract billing cycles or custom payment plan triggers.

Platform Variants

 3.1. Twilio SMS
  - Feature/Setting: Use "Messages" API for sending SMS with dynamic placeholders for invoice info; webhooks trigger on status update.
 3.2. SendGrid
  - Feature/Setting: "Mail Send" API for automating templated email reminders; configure dynamic template data.
 3.3. Mailgun
  - Feature/Setting: Use "Messages" endpoint; automate batch reminder sends with event-driven webhook.
 3.4. Gmail API
  - Feature/Setting: Automator uses "Users.messages.send" for automated emails direct from business account.
 3.5. Outlook 365 API
  - Feature/Setting: Configure "Send mail" in Microsoft Graph; automation fetches user’s templates.
 3.6. WhatsApp Business API
  - Feature/Setting: Send automated template messages for invoice reminders; custom variables for personalized content.
 3.7. Slack
  - Feature/Setting: Automate internal notifications for finance teams using "chat.postMessage".
 3.8. HubSpot
  - Feature/Setting: Automate reminders via "Workflows"; trigger on deal stage or payment property.
 3.9. Zoho CRM
  - Feature/Setting: "Workflow Rules" to trigger emails/SMS based on invoice status fields.
 3.10. Salesforce
  - Feature/Setting: "Process Builder" automates multi-channel reminders based on payment milestones.
 3.11. QuickBooks Online
  - Feature/Setting: Automating reminders using the "Send Invoice Reminder" API.
 3.12. Xero
  - Feature/Setting: Configure "Invoices" endpoint for scheduled reminders on pending payments.
 3.13. Stripe
  - Feature/Setting: Use "Invoice.payment_failed" webhook for auto-reminder flow.
 3.14. PayPal
  - Feature/Setting: "Invoice Reminders" via API; automator triggers on overdue status.
 3.15. Plivo
  - Feature/Setting: "Message" API automates personalized SMS reminders at scale.
 3.16. ClickSend
  - Feature/Setting: Automates SMS and email alerts via unified API endpoints.
 3.17. MessageBird
  - Feature/Setting: Automated multi-channel reminders via "Messages" API; set logic for SMS/WhatsApp/email.
 3.18. Pabbly
  - Feature/Setting: Triggers automated reminder workflows via "Connect" for invoices in any system.
 3.19. ActiveCampaign
  - Feature/Setting: Automate reminder sequences in "Automations" for customers tagged as overdue.
 3.20. FreshBooks
  - Feature/Setting: "Automated Reminders" in settings; customize timing and content.
 3.21. Infobip
  - Feature/Setting: Send automated reminders over SMS, Viber, or WhatsApp using API workflows.
 3.22. Aircall
  - Feature/Setting: Use "Webhook" to automate call task reminders for overdue payments.
 3.23. Zoho Books
  - Feature/Setting: "Auto Reminders" automates emails to clients as due date approaches.
 3.24. Intercom
  - Feature/Setting: Use "Outbound Messages" API to automate in-app or email payment nudges.

Benefits

 4.1. Automation minimizes manual workload for billing teams.
 4.2. Automator ensures timely, consistent, and professional communication.
 4.3. Reduces days sales outstanding (DSO) via automatedly consistent reminders.
 4.4. Automates escalation path for delinquent accounts.
 4.5. Integrates with CRM/ERP for centralized, automated client history tracking.
 4.6. Automating both email and SMS raises reminder visibility and payment rates.
 4.7. Enables scalable, automatable billing operations for event-focused businesses.
 4.8. Reduces risk of human error by automating repetitive payment follow-ups.
 4.9. Automate customization of reminder content for a personalized touch.
 4.10. Proves cost-effective through reduced admin hours and faster cash flow.