Purpose
1. Automate monitoring of payment statuses, alert teams and customers to overdue invoices, and orchestrate follow-up actions.
2. Integrate various finance, messaging, CRM, and analytics systems for seamless collections, minimizing manual interventions.
3. Enforce payment discipline, reduce receivable days, and maintain detailed audit trails for compliance and analytics.
4. Ensure timely customer notifications, internal escalations, and legal reminders as per aviation wholesale business rules.
Trigger Conditions
1. Invoice marked as unpaid after due date from ERP or accounting system.
2. Scheduled cron jobs for daily or weekly checks of payment aging reports.
3. Customer-initiated payment updates via email, portal, or third-party payment processor webhook.
4. Internal user flags invoice for escalation or dispute from the finance dashboard.
Platform Variants
1. QuickBooks Online
- API: “List Invoices” and “Update Invoice” endpoints to audit status and change records.
- Sample: Use `GET /v3/company/
/invoice` and `POST /v3/company/ /invoice/ `.
2. Xero
- API: “GET /invoices” for status checks, “PUT /invoices` for updates.
- Sample: Check invoice status “AUTHORISED”/“PAID”/“VOIDED”.
3. SAP Business One
- DI API: Query `OINV` for overdue records, update with `UpdateDocument`.
- Sample: SQL query for overdue, trigger SAP alerts on status change.
4. Microsoft Dynamics 365
- API: `salesInvoices` and `updateInvoice` functions for retrieval and update.
- Sample: Monitor SalesInvoices `dueDate` and status.
5. FreshBooks
- API: `GET /invoices` and `PUT /invoices/{invoice_id}` for status audit and change.
- Sample: Detect “overdue” invoices; push reminder email.
6. Zoho Books
- API: `GET /invoices` for status; `POST /reminders` for overdue reminders.
- Sample: Auto-trigger reminders for invoices with `status: overdue`.
7. Stripe
- API: “List Invoices” (`/v1/invoices`); “Send Invoice” or “Finalize Invoice” for reminders.
- Sample: Trigger action when invoices become `open` and `due_date` passed.
8. PayPal
- API: “Invoices” endpoints (`/v2/invoicing/invoices`).
- Sample: Monitor unpaid invoices and forcibly send reminders.
9. Salesforce
- API: SOQL on `Invoice__c` objects, workflow rules to trigger reminders/escalations.
- Sample: Custom workflow invoking reminders on `Payment_Status__c = 'Overdue'`.
10. HubSpot
- Workflows API: Automated triggers based on deal payment properties.
- Sample: Trigger task/email when deal stage “Payment Overdue”.
11. Twilio
- SMS API: “Messages.create” to send reminders via SMS.
- Sample: SMS sent when an invoice is 7 days overdue.
12. SendGrid
- Mail Send API: "Send Mail" endpoint to automate email notifications.
- Sample: Compose and send overdue notices.
13. Gmail API
- “Send Email” endpoint for personalized overdue notifications.
- Sample: Automated email to customer’s billing contact.
14. Slack
- Webhook API: Post internal overdue alerts in finance channel.
- Sample: Webhook posts when high-value invoice is flagged overdue.
15. Microsoft Teams
- Graph API: “Send ChatMessage” to alert internal teams of aging receivables.
- Sample: Message sent to collections channel.
16. Monday.com
- API: “items_by_column_values” to find overdue invoices; create task via “create_item”.
- Sample: Board entry created for each overdue invoice.
17. Trello
- API: Add card to dedicated “Collections” board for follow-up task tracking.
- Sample: Card created with invoice details.
18. DocuSign
- API: “Envelope” status for signature-related overdue payments; send reminders.
- Sample: Trigger dunning letter when customer fails to sign/pay.
19. Google Sheets
- Sheets API: Update tracking sheet with overdue status and log actions.
- Sample: New row for each escalation event.
20. AWS SNS
- API: “Publish” endpoint to broadcast notification to email/SMS/HTTPS endpoints.
- Sample: Automatic notification to collections team or customer.
21. Pipedrive
- API: “Deals” endpoint to update payment status and create task on overdue.
- Sample: Activity scheduled for sales rep on overdue deal.
22. Oracle NetSuite
- SuiteTalk API: “getList” on transactions, update Customer/Invoice records on overdue.
- Sample: Automated overdue notification.
23. Mailchimp
- API: “Campaign Create” and “Send” for batch overdue invoice reminders.
- Sample: Target segment based on invoice status.
24. Zendesk
- API: Create or update ticket for finance team action on overdue status.
- Sample: Automate ticket on status change.
Benefits
1. Reduces manual tracking and follow-up workload.
2. Ensures quicker collections and improved cash flow.
3. Maintains consistent, auditable communication.
4. Minimizes risk of missed payments and disputes.
5. Enables focus on high-value accounts and escalations.
6. Seamless integration with core aviation ERP, finance, and supply chain systems.