Finance and AdministrationPurpose
1.2. Automatedly reconcile sent payment notifications with finance records to minimize errors and escalation requirements.
1.3. Automation reduces administrative burden, automates the tracking of overdue payments, and powers escalations as per owed duration tiers while integrating with the business’s accounting infrastructure.
Trigger Conditions
2.2. Invoice status changes to “paid” or “overdue”.
2.3. Preset overdue duration thresholds (e.g., 3, 7, 14 days late).
2.4. Manual override by finance personnel to initiate automated payment reminders.
2.5. Automated check each day/week for all open overdue invoices.
Platform Variants
• Feature/Setting: Automate sending SMS using Programmable Messaging API; set trigger on invoice status update; e.g., configure POST to /Messages with dynamic client data.
3.2. SendGrid
• Feature/Setting: Automate transactional email via SendGrid Mail Send API; set recipient as invoice contact with custom templates for reminders.
3.3. Gmail API
• Feature/Setting: Automate sending confirmation/reminder emails using gmail.users.messages.send; configure draft and automate “from” address.
3.4. Outlook (Microsoft Graph API)
• Feature/Setting: Automate sending payment reminders with outbound mail endpoint; configure event-based flow for overdue status.
3.5. Slack
• Feature/Setting: Automate internal reminders by sending channel messages using chat.postMessage; notify finance/admin staff.
3.6. WhatsApp Business API
• Feature/Setting: Automate direct WhatsApp reminders using /v1/messages endpoint; include invoice ID and payment link.
3.7. Zoho Invoice
• Feature/Setting: Automate reminders using Zoho’s reminders API, set up webhook on invoice update.
3.8. QuickBooks Online
• Feature/Setting: Automate invoice status monitoring and reminders via QuickBooks API, using /invoice endpoint for updates.
3.9. HubSpot
• Feature/Setting: Automate sequence task for overdue invoices via Workflows API, sending emails or scheduling calls.
3.10. Mailgun
• Feature/Setting: Automate emails via /messages API; configure dynamic subject/body for overdue cases.
3.11. Salesforce
• Feature/Setting: Automate task creation in CRM and send automated emails using Process Builder or Flow automation.
3.12. SAP
• Feature/Setting: Automate notification using SAP Cloud Workflow to email clients based on overdue criteria; use Invoice Service API.
3.13. Xero
• Feature/Setting: Automate overdue email via Xero Invoice Reminders and webhooks for custom integrations.
3.14. Microsoft Teams
• Feature/Setting: Automate internal overdue invoice alerts using Teams webhook connector for channel messages.
3.15. FreshBooks
• Feature/Setting: Automate reminders/confirmations with API-triggered emails when invoice status changes.
3.16. Pabbly Connect
• Feature/Setting: Automate cross-app integration to trigger reminders via email, SMS, or WhatsApp based on invoice data.
3.17. ZoomInfo
• Feature/Setting: Automate verification of updated client contact details before reminders using Company and Contact API.
3.18. Stripe
• Feature/Setting: Automate payment confirmation emails via Stripe Webhook events (invoice.paid) and automate reminders on failed collections.
3.19. Zoho CRM
• Feature/Setting: Automate sequence of follow-up alerts, tasks, and notification templates triggered by invoice status via workflow automation.
3.20. Monday.com
• Feature/Setting: Automate status boards with reminders to assigned team, and automate email dispatch when critical overdue milestones are hit.
Benefits
4.2. Reduces overdue instances and automates escalation paths for chronic offenders.
4.3. Decreases manual workload with automation and improves internal coordination using automated alerts.
4.4. Allows for scalable, automatable processes across multiple channels (SMS, email, chat).
4.5. Enhances the professional image of the organization by automatedly providing standardized, timely communication.