Flagging overdue accounts

Purpose

1.1. Automatically identify and flag overdue customer accounts, notifying stakeholders, updating records, and triggering next steps to minimize financial risk, enforce payment discipline, and initiate efficient collections.
1.2. Coordinates real-time data from finance and CRM systems to accelerate recovery, reduce manual checks, ensure accurate aging, and maintain a robust cash flow pipeline for amusement machine suppliers.

Trigger Conditions

2.1. Account balance past due threshold date (e.g., aged >30 days).
2.2. Payment not received by the set invoice due date.
2.3. New statement cycle initiated.
2.4. Update in customer status (e.g., promise-to-pay not fulfilled).

Platform Variants

3.1. Microsoft Dynamics 365
• Feature/Setting: Workflow automation; Condition: Invoice status = Overdue; Action: Set Account Flag, send alert (Power Automate flow).

3.2. Salesforce
• Feature/Setting: Process Builder/Flow; Trigger: Invoice object’s Due Date < TODAY(); Action: Update Account “Overdue” field, trigger email.

3.3. SAP ERP
• Feature/Setting: Dunning process automation; T-Code F150; Configure Dunning Procedure to flag and escalate overdue AR accounts.

3.4. Oracle NetSuite
• Feature/Setting: Saved Search with workflow; Criterion: [Due Date] < TODAY; Action: Update custom “overdue” field, notify finance group.

3.5. QuickBooks Online
• Feature/Setting: API ‘ListInvoices’ + webhook; Condition: balance > 0 and due_date < today; Flag Custom Field as Overdue.

3.6. Zoho Books
• Feature/Setting: Automation Rules; Trigger: Invoice overdue; Action: Mark customer “Overdue”, send alert.

3.7. Xero
• Feature/Setting: Reports & Email automation; Filter: Unpaid Invoices Overdue; Mark contact “Flagged”, trigger bulk reminders.

3.8. FreshBooks
• Feature/Setting: Zapier integration using ‘Invoice Overdue’ trigger; Action: Tag client as Overdue.

3.9. Sage Intacct
• Feature/Setting: Smart Rules/Events; Rule: AR Invoice Past Due; Action: Flag customer, send notification.

3.10. HubSpot
• Feature/Setting: Workflow; Trigger: Custom property ‘Invoice Due Date’ < Today; Action: Update contact/company “overdue” label.

3.11. Monday.com
• Feature/Setting: Automation; Condition: Date Passed on Invoice Item; Update Status column to “Overdue”.

3.12. Google Sheets
• Feature/Setting: Script (Apps Script) scanning ‘Due Date’ column; If overdue, flag row, send Gmail.

3.13. Airtable
• Feature/Setting: Automation script; Condition: Due Date < Now; Field update “Status: Overdue”.

3.14. Trello
• Feature/Setting: Butler automation; Trigger: Card Due Date overdue; Add red label “Overdue”.

3.15. Twilio
• Feature/Setting: SMS API; Trigger: Overdue account event webhook; Function: Notify customer/manager by SMS.

3.16. SendGrid
• Feature/Setting: Mail Send API; Condition: Overdue flag set; Action: Send alert to AR team or customer.

3.17. Slack
• Feature/Setting: Webhook/Workflow; Trigger: Overdue account; Post flagged account details to #collections chat.

3.18. Asana
• Feature/Setting: Rules; If invoice task due, mark as Overdue, trigger follow-up subtask.

3.19. Pipedrive
• Feature/Setting: Automation; Condition: Deal payment overdue; Move to Overdue stage, assign task.

3.20. Odoo
• Feature/Setting: Server Actions; Filter: Payment terms exceeded; Update Customer ‘Overdue’ field, fire activity.

3.21. Intercom
• Feature/Setting: Custom event trigger; If payment overdue tag set; Send segment message, notify agent.

3.22. Notion
• Feature/Setting: Database automation; Condition: Invoice “Due” property past; Status = “Overdue”.

Benefits

4.1. Eliminates manual tracking of overdue accounts for AR teams.
4.2. Reduces missed follow-up, accelerates dunning process.
4.3. Centralizes updates in main business tools and communication channels.
4.4. Improves cash flow forecasting and risk visibility.
4.5. Ensures timely, accountable action on overdue balances.