Finance and InvoicingPurpose
1.2. Reduce manual workload for finance teams through scheduled communications.
1.3. Maintain consistent cash flow and improve collections performance.
1.4. Minimize disputes and service interruptions linked to late payments.
1.5. Strengthen customer relationships with clear, proactive financial communication.
Trigger Conditions
2.2. Approaching a predefined due date (e.g., 7, 3, 1 days before).
2.3. Past due date with overdue period (e.g., 1 day, 7 days, 14 days overdue).
2.4. Manual trigger by finance staff for custom reminders.
2.5. Status change of invoice (from Open to Overdue).
Platform Variants
• Feature/Setting: SMS API — configure to send reminder messages to customer mobile numbers on schedule (use POST /Messages endpoint).
3.2. SendGrid
• Feature/Setting: Email API — automate templated reminder emails triggered by overdue status (use v3 Mail Send endpoint).
3.3. Slack
• Feature/Setting: Incoming Webhooks — notify internal finance channels when invoices become overdue (configure webhook URL and message payload).
3.4. QuickBooks Online
• Feature/Setting: Invoices API — listen for invoice due status and trigger reminder task (use GET /v3/company/{companyId}/invoice).
3.5. Xero
• Feature/Setting: Invoice Webhooks — detect due/overdue invoices and trigger automated outreach (subscribe to invoice.events).
3.6. Microsoft Outlook 365
• Feature/Setting: Calendar and Mail APIs — auto-schedule reminder emails for overdue dates (use POST /me/sendMail).
3.7. Stripe
• Feature/Setting: Invoice webhook events — listen for "invoice.upcoming" and "invoice.payment_failed" for reminders (configure webhook endpoint).
3.8. Zoho Books
• Feature/Setting: Automation — set up workflows for payment reminders based on invoice status (access Automation > Workflow Rules).
3.9. Salesforce
• Feature/Setting: Process Builder or Flow — auto-send reminders via Email Action on overdue invoice flag (configure Process Criteria).
3.10. SAP S/4HANA
• Feature/Setting: Business Workflow — design overdue invoice triggers to initiate notification tasks (model with Workflow Builder).
3.11. HubSpot
• Feature/Setting: Workflows — schedule payment reminder emails based on deal/invoice properties (configure Workflow Trigger).
3.12. Gmail
• Feature/Setting: Google Apps Script — script to send emails when sheet row (invoice) changes to overdue (use GmailApp.sendEmail()).
3.13. FreshBooks
• Feature/Setting: Automated Payment Reminders — schedule up to three reminders per invoice (navigate to Settings > Emails).
3.14. Zoho CRM
• Feature/Setting: Workflow Rules — trigger notification emails and tasks for overdue deals (set rule on due date field).
3.15. Mailgun
• Feature/Setting: SMTP Relay API — send customized reminders at scale (configure /messages endpoint).
3.16. Pipedrive
• Feature/Setting: Workflow Automation — alert sales/finance reps when client payment due date nears (setting via Workflow Automation).
3.17. Trello
• Feature/Setting: Automation (Butler) — create cards for overdue payments on a billing board (use Butler rule: "when a due date is reached").
3.18. ActiveCampaign
• Feature/Setting: Automations — trigger email reminders to contacts with unpaid invoices (set start trigger on custom field).
3.19. Zendesk
• Feature/Setting: Triggers — auto-create tickets for overdue invoices for follow-up (Trigger event: Invoice status update).
3.20. Monday.com
• Feature/Setting: Automations — notify finance team channel and update item status for overdue invoices (rule: "When date arrives, notify someone").
Benefits
4.2. Decreases manual intervention, lowering operational cost.
4.3. Ensures every customer gets timely, consistent communication.
4.4. Integrates seamlessly with existing finance and CRM systems for end-to-end automation.
4.5. Enhances cash flow predictability and financial planning accuracy.