Payment reminder notifications for pending invoices

Purpose

1.1. Automate dispatch of payment reminder notifications to customers with unpaid or overdue invoices, reducing manual follow-up.
1.2. Automated reminders increase invoice clearance rates, optimize cash flow, and minimize human error in payment management.
1.3. Enables automated tracking, escalation, and documentation of reminder cycles, aiding finance reporting and audit trails.
1.4. Automator supports multi-channel communications (email, SMS, WhatsApp, push) for maximized customer outreach.
1.5. Integrates with accounting platforms, CRMs, and messaging tools for fully automatable finance operations.

Trigger Conditions

2.1. Automatedly triggered when an invoice status is marked “unpaid” or “overdue” by accounting system.
2.2. Automates at defined intervals (e.g., 3, 7, 14 days post due date).
2.3. Customer payment is partially received — triggers custom automatable notifications.
2.4. Manual trigger by finance admin when needed, for workflow automation exceptions.
2.5. Conditional triggers for high-value invoices or specific customer segments (VIP, repeat delinquents).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automating programmable SMS via Twilio API; configure "POST /Messages" with customer number and invoice data payload.
3.2. SendGrid
• Feature/Setting: Automate transactional email; configure "Mail Send" API with dynamic template for invoice reminders.
3.3. Slack
• Feature/Setting: Configure "chat.postMessage" for automated internal reminders to finance team about persistent debts.
3.4. WhatsApp Business API
• Feature/Setting: Automate WhatsApp messages using “/messages” endpoint with invoice details and dynamic deadlines.
3.5. Gmail API
• Feature/Setting: Automate sending reminder emails with "users.messages.send" method; attach PDF invoice copies.
3.6. Microsoft Outlook (Graph API)
• Feature/Setting: Automating Outlook mail dispatch using "/sendMail" endpoint; customize subject and tracking settings.
3.7. Salesforce
• Feature/Setting: Automator triggers "Process Builder" or "Flow" for sending custom notifications based on invoice object updates.
3.8. HubSpot
• Feature/Setting: Workflow automator sends automated reminder emails when deal stage (invoice) is "Payment Pending".
3.9. Zoho Books
• Feature/Setting: Configure "invoice reminder" automation in Zoho Books settings for automatic email reminders.
3.10. QuickBooks Online
• Feature/Setting: Automate reminders enabled in invoice settings or triggered by QuickBooks "Send Reminder" API.
3.11. Xero
• Feature/Setting: Automate invoice reminders using Xero's "Set up automatic invoice reminders" functionality.
3.12. FreshBooks
• Feature/Setting: Automated reminders scheduled through FreshBooks "Reminders" feature with email customization.
3.13. Shopify
• Feature/Setting: Configure Shopify Flow to automate email reminders for pending “Order Paid” status.
3.14. WooCommerce
• Feature/Setting: Automator plugin triggers “Send Reminder” email for unpaid orders via "order status" hooks.
3.15. Mailgun
• Feature/Setting: Setup "messages" API to automate invoice email notifications with custom dynamic content fields.
3.16. Mailchimp
• Feature/Setting: Automate transactional emails using triggers from connected e-commerce or finance integrations.
3.17. Telegram Bot API
• Feature/Setting: Automate direct reminder messages using "sendMessage" endpoint to client Telegram accounts.
3.18. Microsoft Teams
• Feature/Setting: Configure webhook or power automate to send notification to real-time finance channel.
3.19. Odoo
• Feature/Setting: Enable automated invoice follow-up actions through Odoo’s “Automated Actions.”
3.20. SAP Business One
• Feature/Setting: Automate payment reminders via workflow setup or “Alerts Management” in SAP.
3.21. Stripe
• Feature/Setting: Automate using "Invoice" webhook events to trigger external notifications for failed or pending invoice payments.
3.22. Zendesk
• Feature/Setting: Automator sends reminder tickets or triggers automated customer emails through Support workflow automation.
3.23. Pipedrive
• Feature/Setting: Workflow automator configured to send reminders via automated email for deals with unpaid invoices.

Benefits

4.1. Automates repetitive finance activities for improved staff efficiency and error reduction.
4.2. Increases payment collection speed using automated multi-channel reminders.
4.3. Delivers consistently timed customer communication, enhancing professionalism and compliance.
4.4. Enables scalable reminder cycles, fully automatable for thousands of invoices monthly.
4.5. Supports custom escalation chains for persistent debtors, maximized via automation.