Finance and AdministrationPurpose
1.2. Streamline finance team's workload by automating repetitive manual payment follow-ups.
1.3. Improve customer experience by providing clear, timely, and consistent payment information, links, and receipts.
1.4. Maintain steady cash flow, minimize debtor aging, and improve financial reporting accuracy.
1.5. Support escalations by automating multi-channel reminders and integrating with collections workflows.
Trigger Conditions
2.2. Scheduled dates relative to the invoice due date (e.g., T-7, T-3, T, T+3, T+7).
2.3. Customer or account tag for payment reminder inclusion.
2.4. Change in payment status, partial payment receipt, or failed transaction.
2.5. Initiated by batch run or real-time webhook from ERP/CRM.
Platform Variants
3.1. Twilio (SMS)
• Feature/Setting: Use Programmable Messaging API; configure SMS body with dynamic invoice fields and recipient numbers.
• Sample: POST /Messages, payload includes customer phone, message template.
3.2. SendGrid (Email)
• Feature/Setting: Marketing Campaigns API; personalize reminder templates, use dynamic fields for amount/due date.
• Sample: API call to send email with template_id and dynamic data.
3.3. Slack
• Feature/Setting: Incoming Webhooks; post payment reminder to customer relationship or finance channel.
• Sample: Webhook URL with payload including invoice data.
3.4. Microsoft Teams
• Feature/Setting: Connector/Webhook; push notification to finance/admin group on trigger.
• Sample: JSON payload to connector URL with invoice context.
3.5. WhatsApp Business API
• Feature/Setting: Messages endpoint; send pre-approved reminder template with invoice and link.
• Sample: POST to /messages with recipient phone and template variables.
3.6. QuickBooks Online
• Feature/Setting: Webhooks on invoice due dates; automate reminder emails using Custom Workflows.
• Sample: Enable workflow for invoice reminder at set intervals.
3.7. Xero
• Feature/Setting: Automated Invoice Reminders; configure send intervals and message content.
• Sample: Set schedules for reminders before and after due date.
3.8. Zoho Books
• Feature/Setting: Auto-reminders setup in Payments; customize triggers and email/sms content.
• Sample: Configure reminders for different stages (due, overdue).
3.9. SAP S/4HANA
• Feature/Setting: Dunning Run; schedule dunning procedures for customer accounts.
• Sample: Configure Dunning Area, levels, and message templates.
3.10. Salesforce
• Feature/Setting: Process Builder or Flow Automation; email task trigger when invoice status matches.
• Sample: Flow: On Invoice Custom Object, trigger Email Alert.
3.11. HubSpot
• Feature/Setting: Workflow Automation; trigger email reminder when Deal/Invoice property changes.
• Sample: If property "Due Date" is X days away, send reminder email.
3.12. Oracle NetSuite
• Feature/Setting: SuiteFlow Automation; trigger email or call script on invoice criteria.
• Sample: Workflow to email reminder when due date nears.
3.13. Mailgun
• Feature/Setting: API; batch trigger emails from ERP/CRM.
• Sample: POST /messages with dynamic invoice parameters.
3.14. Gmail API
• Feature/Setting: Automated send; integrate with script to email reminders from company account.
• Sample: POST to /send with invoice-specific message body.
3.15. Microsoft Outlook API
• Feature/Setting: Automated emails through Graph API; use scheduled functions to send reminders.
• Sample: POST /sendMail with merged fields for invoice.
3.16. Stripe
• Feature/Setting: Invoice payment reminders; enable and customize reminder messaging and timing.
• Sample: Set reminder schedule in invoice settings.
3.17. PayPal
• Feature/Setting: Invoicing API reminders; trigger invoice reminders via REST API.
• Sample: POST /v2/invoicing/invoices/{invoice_id}/remind.
3.18. Odoo
• Feature/Setting: Automated Activities; schedule and send reminders for receivables.
• Sample: Configure activities for A/R and select automated email action.
3.19. FreshBooks
• Feature/Setting: Automated Payment Reminders; define timing and content for due/overdue invoices.
• Sample: Enable auto-reminders for invoices in admin panel.
3.20. Intercom
• Feature/Setting: Automated messages via behavioral triggers; include payment info and links.
• Sample: Event-based trigger to send message when invoice is upcoming or overdue.
Benefits
4.2. Saves staff time spent on manual follow-ups.
4.3. Improves communication consistency and customer relations.
4.4. Provides auditability and proof of reminder delivery.
4.5. Enables multi-channel outreach, increasing reminder effectiveness.