Real-time alerts for overdue accounts receivable

Purpose

1.1. Enable real-time notifications whenever accounts receivable invoices become overdue, facilitating immediate action, improving collections, minimizing cash flow delays, and ensuring finance teams stay proactively informed across devices and channels for timely resolution and customer follow-up.

Trigger Conditions

2.1. Invoice status changes to overdue in financial or ERP system.
2.2. Scheduled daily/real-time checks for due dates passed without payment.
2.3. Ageing report update indicating new entries in 30/60/90-day overdue categories.
2.4. Manual flag or workflow step marking an account as overdue.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable Messaging API.
• Sample Config: Trigger SMS via API when `invoice.status = overdue`.
3.2. Slack
• Feature: Incoming Webhooks.
• Sample Config: Post alert in #finance when overdue detected.
3.3. Microsoft Teams
• Feature: Webhook Connector.
• Sample Config: Send adaptive card to finance channel on overdue event.
3.4. SendGrid
• Feature: Transactional Email API.
• Sample Config: Auto-email finance@yourdomain on overdue flag.
3.5. Gmail
• Feature: SMTP/REST API, Labels/Filters.
• Sample Config: Auto-email with subject ‘Overdue AR Alert’ on matching event.
3.6. Outlook/Office 365
• Feature: Mail Flow Rules/Graph API.
• Sample Config: Create alarm and task for AR analyst.
3.7. Salesforce
• Feature: Workflow Rule, Process Builder, Flow.
• Sample Config: Automated email/task when AR field ‘Days Overdue’ > 0.
3.8. QuickBooks Online
• Feature: Webhooks / Custom Reports.
• Sample Config: Trigger QBO webhook on invoice status update.
3.9. Xero
• Feature: Webhooks.
• Sample Config: Notify via webhook integration on overdue invoice.
3.10. SAP Business One
• Feature: Alerts Management / DI API.
• Sample Config: System alert/trigger via DI Server on overdue AR ledger.
3.11. Oracle NetSuite
• Feature: Saved Searches + Email Alerts.
• Sample Config: Automated notice using saved search trigger.
3.12. Zoho Books
• Feature: Workflow Rules.
• Sample Config: Rule-based notification on overdue invoice record.
3.13. HubSpot
• Feature: Workflows / Webhooks.
• Sample Config: Trigger internal alert on overdue AR in linked deals.
3.14. monday.com
• Feature: Integrations Center.
• Sample Config: Create item in ‘AR Overdue’ board.
3.15. Asana
• Feature: Rules.
• Sample Config: Assign overdue invoice task to collections team.
3.16. Trello
• Feature: Butler Automation.
• Sample Config: Add card in ‘AR Follow Up’ list on trigger.
3.17. PagerDuty
• Feature: Event API.
• Sample Config: Immediate alert to AR on-call responder.
3.18. Freshdesk
• Feature: Ticket Automations.
• Sample Config: Open ticket for AR issue on overdue detection.
3.19. Intercom
• Feature: Custom Bot/API.
• Sample Config: Notify finance reps upon overdue AR event.
3.20. Zapier
• Feature: Triggers/Actions.
• Sample Config: Route between AR system and chosen alert channel.
3.21. Pipedrive
• Feature: Workflow Automation.
• Sample Config: Notify sales/finance when linked invoices go overdue.
3.22. Mailgun
• Feature: Email API.
• Sample Config: Real-time email alert on webhook.
3.23. WhatsApp (via Twilio or MessageBird)
• Feature: Template Messages API.
• Sample Config: Notify designated WhatsApp number on new overdue.
3.24. Jira
• Feature: Automation Rules.
• Sample Config: Raise issue ticket for overdue AR.

Benefits

4.1. Immediate awareness—Enables faster AR follow-up and response.
4.2. Reduced DSO (Days Sales Outstanding)—Accelerates payments.
4.3. Better cash flow predictability—Minimizes working capital disruptions.
4.4. Accountability—Creates traceable incident trail and shared ownership.
4.5. Multichannel—Ensures alerts reach responsible teams via preferred platform.
4.6. Scalability—Handles large invoice volumes without manual tracking.
4.7. Audit readiness—Real-time archiving of notification events for audits.