Payment reminders and overdue notifications

Purpose

1.1. Automate sending payment reminders and overdue notifications for fur manufacturer’s dues, ensuring timely collections and fewer manual interventions.
1.2. Automating this process reduces missed payments, increases cash flow, and maintains strong corporate client relationships.
1.3. Automated reminders cover new invoices, pending payments, and escalation for overdue accounts — across multiple communication channels.
1.4. Automation ensures compliance with finance policy and reduces administrative workload, freeing finance teams for strategic tasks.

Trigger Conditions

2.1. Invoice issued or uploaded in ERP or accounting software.
2.2. Due date approaching (automatedly calculated, e.g., 3, 5, 7, or 10 days prior).
2.3. Payment overdue — detection based on no payment received or unsuccessful transaction status via integrated payment gateway API.
2.4. Manual override trigger for urgent cases via finance department.
2.5. Scheduled batch automation for daily/weekly reminders.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automated SMS via Twilio Messaging API. Sample: Configure POST request to /Messages with due date and client info.
3.2. SendGrid
- Feature/Setting: Automated email reminders via Mail Send API. Sample: Create scheduled sends with personalized templates.
3.3. Slack
- Feature/Setting: Automated direct message to sales/finance channels via Slack API chat.postMessage for internal tracking.
3.4. Microsoft Teams
- Feature/Setting: Automated channel notifications using Microsoft Graph API and adaptive cards for overdue alerts.
3.5. WhatsApp Business API
- Feature/Setting: Automated reminders via Send Message endpoint for customer WhatsApp numbers.
3.6. Salesforce
- Feature/Setting: Automate Process Builder or Flow for scheduled email/sms reminders on invoice records.
3.7. HubSpot
- Feature/Setting: Automated workflow for overdue payment emails triggered by "invoice status" field.
3.8. QuickBooks Online
- Feature/Setting: Automate payment reminder email via Reminder API, trigger based on unpaid transaction.
3.9. Xero
- Feature/Setting: Automate overdue invoice reminder via Invoice Reminder endpoint with custom templates.
3.10. Zoho Books
- Feature/Setting: Automated reminder emails through Zoho Books workflow rules on invoice status.
3.11. FreshBooks
- Feature/Setting: Automate overdue notices via Invoice Notifications API with client contact sync.
3.12. Mailgun
- Feature/Setting: SMTP or email API for automated reminders with webhook tracking for delivery status.
3.13. Gmail API
- Feature/Setting: Automated draft and send for overdue reminders via Gmail API with batchSend for bulk reminders.
3.14. Outlook/Office 365 API
- Feature/Setting: Automate scheduled send via Outlook REST API using a dedicated finance mailbox.
3.15. Google Sheets
- Feature/Setting: Trigger App Script automation for email reminders using sheet data for overdue accounts.
3.16. Zapier
- Feature/Setting: Automate multi-app Payment Reminder workflows (e.g., trigger from CRM, send via SMS/Email).
3.17. Pabbly Connect
- Feature/Setting: Automates reminders by connecting payment sources and communication tools.
3.18. Stripe
- Feature/Setting: Configure Stripe webhooks to trigger automated reminders when invoices become overdue.
3.19. PayPal
- Feature/Setting: Automate payment reminders via PayPal Invoicing API, scheduled based on due dates.
3.20. Trello
- Feature/Setting: Automated card creation/tagging via Power-Ups when a client payment enters overdue status.
3.21. Monday.com
- Feature/Setting: Automate status notifications to boards or email when payment is overdue using Monday Automations.
3.22. ActiveCampaign
- Feature/Setting: Automated email campaign trigger for late payments via Deals Pipeline and automation builder.
3.23. Intercom
- Feature/Setting: Automated Messenger or email reminder campaign triggered by user activity or inactivity.

Benefits

4.1. Automates repetitive, error-prone payment follow-ups, ensuring consistent client communication.
4.2. Reduces days sales outstanding (DSO), accelerating receivables and improving cash flow.
4.3. Enables scalable, automated escalation for critical or high-value accounts.
4.4. Fully auditable with communication logs for compliance and reporting.
4.5. Automator provides real-time updates; supports finance team with actionable notifications.
4.6. Allows customization and multi-channel automation, enhancing response rates.
4.7. Automating payment reminders boosts efficiency, minimizes bad debt risk, and strengthens business relationships.