Finance and BookkeepingPurpose
1.2. Ensures timely collections, reduces manual follow-ups, improves cashflow management, and minimizes delinquent accounts.
1.3. Centralizes reminders across multiple communication platforms, unifies record-keeping, and ensures consistency in automated outreach.
1.4. Tracks reminders sent, customer replies, and marks paid statuses automatically in bookkeeping tools.
Trigger Conditions
2.2. Invoice enters set days-after-due (e.g., 1/3/7 days).
2.3. New overdue invoice added to system.
2.4. Monthly or weekly automated check for unpaid invoices.
Platform Variants
3.1. Gmail API
• Feature/Setting: Automate email send via `users.messages.send`; configure trigger on invoice overdue date.
3.2. Outlook365 API
• Feature/Setting: Automates email delivery using `SendMail` endpoint; automator triggers via overdue status in ERP.
3.3. SendGrid
• Feature/Setting: Automate transactional (reminder) email scheduling through `/mail/send` API with delay parameter.
3.4. Mailgun
• Feature/Setting: Use `messages` endpoint to automate sent reminders; schedule based on dynamic data from your invoicing app.
3.5. Zoho Books
• Feature/Setting: Automate reminder using `Invoices & Reminders` API; triggers when invoice becomes overdue.
3.6. QuickBooks Online
• Feature/Setting: Automates using `Invoice.send` and monitors status via `Invoice.status` API.
3.7. Xero
• Feature/Setting: Xero API triggers reminder via `EmailInvoice` method when `DueDate` matches trigger.
3.8. FreshBooks
• Feature/Setting: Automate reminders utilizing `send_reminder` action; monitor overdue with `list_invoices`.
3.9. Salesforce
• Feature/Setting: Flow Builder automation on `Invoice__c.Status = 'Overdue'` to send email via Email Alerts.
3.10. HubSpot
• Feature/Setting: Workflow automates email by property trigger "Invoice Status = Overdue".
3.11. Microsoft Power Automate
• Feature/Setting: Template flow with "When a row is added" in Excel/Dataverse and "Send email" for automating reminders.
3.12. Stripe
• Feature/Setting: Automator triggers on `invoice.payment_failed` webhook, uses `send_invoice_reminder`.
3.13. PayPal
• Feature/Setting: API-based automation that sends custom reminders via `invoicing/notifications`.
3.14. SAP Concur
• Feature/Setting: Automate workflows for overdue invoice reminders using `Approvals` and `Notification`.
3.15. Intuit Mailchimp
• Feature/Setting: Automated email journeys triggered by completion of invoice tags (e.g., overdue).
3.16. Pabbly Email Marketing
• Feature/Setting: Scheduler triggers batch overdue reminder; custom fields for invoice and due-date.
3.17. Intercom
• Feature/Setting: Automator sends targeted automatable email messages on overdue event.
3.18. Slack
• Feature/Setting: Automated reminders posted to finance channel using `chat.postMessage` based on overdue logic.
3.19. Trello
• Feature/Setting: Automates card movement and sends automated reminders using `Butler` rules when invoice due.
3.20. Airtable
• Feature/Setting: Automatedly triggers script on a filtered view of overdue invoices, fires off reminder emails.
3.21. Google Sheets
• Feature/Setting: Scripted automation checks dates and invokes Gmail API for overdue payment reminders.
3.22. Basecamp
• Feature/Setting: Automates check-in posts or direct messages to clients about overdue invoices.
3.23. Asana
• Feature/Setting: Project automation with overdue invoice tasks, triggers custom email notification via rule.
3.24. Monday.com
• Feature/Setting: Automate reminders using date-based status change and integration automator.
Benefits
4.2. Increases speed of cash recovery and streamlines accounts receivable processes via automation.
4.3. Enhances customer experience with consistent, timely, and professional automated communication.
4.4. Automatable across a wide range of business tools; scalable for high invoice volumes.
4.5. Improves staff productivity, allowing team to focus on exceptions and critical finance tasks due to automation.
4.6. Boosts data integrity by automating record updates and follow-ups.