Automated reminders for unpaid invoices

Purpose

1.1. Automate reminders for unpaid invoices ensures cutlery store finances are streamlined by automatically notifying customers of outstanding payments, reducing manual work and improving cash flow.
1.2. Automated reminders maintain professional client communication, comply with payment policies, automate overdue escalation, and log all interactions for reporting and auditing.
1.3. The automation system can send custom reminder sequences via diverse channels (email, SMS, chat, voice) with dynamic templates, personalized content, and escalated messaging if unpaid status persists.

Trigger Conditions

2.1. Invoice status changes to "unpaid" or "overdue" within the finance or POS system.
2.2. Scheduled interval (e.g., 3, 7, 14, or 30 days past due date).
2.3. Payment not registered in accounting or ERP system.
2.4. Customer not responded to previous reminders.
2.5. Trigger from workflow automation tool monitoring finance software events for unpaid invoices.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS reminders via Messaging API.
• Sample: Configure POST request with customer phone number, invoice details template, status, and scheduling.
3.2. SendGrid
• Feature/Setting: Automate email reminders via Send API.
• Sample: Configure transactional email template with invoice link, send at overdue trigger time.
3.3. Slack
• Feature/Setting: Automate channel or DM notifications using Slack API "chat.postMessage".
• Sample: Send finance reminders to sales team or manager for follow-up if payment not received.
3.4. Microsoft Outlook 365
• Feature/Setting: Automate calendar invites or email drafts via Graph API.
• Sample: Schedule reminder email draft to customer and automate follow-up if unopened.
3.5. Gmail
• Feature/Setting: Automate sending templated reminder emails via Gmail API's "users.messages.send".
• Sample: Generate reminder on invoice due status, and set recipient dynamically.
3.6. QuickBooks Online
• Feature/Setting: Automate pulling unpaid invoices via Invoices endpoint and trigger reminder process.
• Sample: Poll API for "overdue" filter, then pipe results to notification logic.
3.7. Xero
• Feature/Setting: Automate invoice monitoring with Invoices API, automating reminders based on status.
• Sample: Schedule GET request for overdue invoices, execute reminder workflow.
3.8. Salesforce
• Feature/Setting: Automate reminders with Process Builder or Flows on Opportunity/Invoice.
• Sample: Add action to trigger reminder email/SMS or task upon overdue.
3.9. HubSpot
• Feature/Setting: Automate reminder emails via Workflow Automation linked to payment objects.
• Sample: Trigger sequence when "invoice unpaid" property matches criteria.
3.10. Zoho Books
• Feature/Setting: Automate notification via "Reminders" automation and programming function.
• Sample: Enable automatic payment reminders for unpaid invoices in recurring schedule.
3.11. SAP Business One
• Feature/Setting: Automate reminders with SAP Alerts and workflow management.
• Sample: Create event for overdue invoices, automate notification to customer contact.
3.12. Stripe
• Feature/Setting: Automate via Billing API "upcoming_invoice.created/webhook" events.
• Sample: Configure webhook to trigger SMS/email upon unpaid status.
3.13. Square
• Feature/Setting: Automate reminders using Invoices API and webhooks.
• Sample: On "Invoice overdue" event, send automated email/SMS.
3.14. Mailchimp
• Feature/Setting: Automate reminders via Email Automation with invoice audience segment.
• Sample: Automated series sends on payment delay, personalized per store branding.
3.15. Intercom
• Feature/Setting: Automate in-app or email reminder messages via Message Automation.
• Sample: Trigger reminder message if payment not completed within defined period.
3.16. Zendesk
• Feature/Setting: Automate ticket creation and reminders using Triggers and Macros.
• Sample: Open invoice reminder ticket when invoice is overdue, automate escalations.
3.17. FreshBooks
• Feature/Setting: Automate email reminders using "Late Payment Reminders" feature.
• Sample: Predefine automated reminder schedule after invoice due date.
3.18. Monday.com
• Feature/Setting: Automate reminders with automation recipes tied to finance boards.
• Sample: Set when status changes to "late", send automated reminder to client.
3.19. Pipedrive
• Feature/Setting: Automate reminders using workflow automator for deals/invoices.
• Sample: When payment is overdue, trigger email/SMS reminder to contact.
3.20. Google Sheets
• Feature/Setting: Automate using Apps Script to monitor sheet and send email reminders.
• Sample: Script scans due dates daily, sends automated reminders for overdue entries.

Benefits

4.1. Automates repetitive tasks, reducing errors and manual labor for finance staff.
4.2. Automated reminders help recover receivables faster and cut follow-up delays.
4.3. Multi-channel automation ensures every customer receives timely notifications.
4.4. Automating reminder sequences standardizes client communications and reporting.
4.5. Automated logging of interactions provides transparency and improves auditing.
4.6. Scalability achieved by automating reminders for hundreds or thousands of invoices.
4.7. Automator rules can escalate repeat non-payment to management, automating the collection workflow.
4.8. Automation frees up staff for higher-value finance tasks and analysis.