Finance and ReportingPurpose
1.2. Automates the process of identifying overdue accounts, compiling personalized reminders, and transmitting notifications through multiple channels.
1.3. Automating invoice chasers ensures timely payments and reductions in manual follow-up efforts, thus freeing finance staff for higher-value tasks.
1.4. Streamlines finance reporting and auditing by automatedly logging all communication actions and client responses.
1.5. Automator systems can facilitate escalation chains if initial reminders are ignored, thus automating the dunning process.
Trigger Conditions
2.2. Due date for payment is past current date.
2.3. Payment not reconciled or allocated in bank feed automation.
2.4. Recurring automation triggers at a predefined interval (e.g., daily scan for new overdue accounts).
2.5. Manual override or adjustment by finance staff where required.
Platform Variants
3.1. Salesforce
• Feature: Process Builder or Flow Automation; configure trigger on “Invoice object, Status=Overdue”; use “Send Email” or “SMS Integration App” action.
3.2. Microsoft Power Automate
• Feature: Automated cloud flow, “When a record is updated” (Dynamics 365 Invoice entity); “Send email notification (V3)” step.
3.3. QuickBooks Online
• Feature: API trigger on invoice due date; “SendReminder” endpoint.
3.4. Xero
• Feature: “Invoices” webhooks; set to trigger on “overdue” status; use “Email Reminders” API.
3.5. FreshBooks
• Feature: Automated payment reminder settings within “Invoices” dashboard; custom schedule for reminders.
3.6. Zoho Books
• Feature: Automation rule on invoice overdue event; reminder templates.
3.7. Sage Intacct
• Feature: Smart Rules/Events; send alert via “Email Notifications API”.
3.8. Netsuite
• Feature: SuiteFlow workflow; trigger on overdue invoices; “SendEmail” action.
3.9. Google Workspace (Gmail, Sheets)
• Feature: Apps Script; scheduled trigger scans Sheet for overdue, sends Gmail via API.
3.10. Mailgun
• Feature: Automated “send message” API function.
3.11. SendGrid
• Feature: “Dynamic Template” + “Mail Send” API; triggers for overdue reminder automation.
3.12. Twilio SMS
• Feature: “Programmable SMS” API; automates SMS reminders to stored client numbers.
3.13. Slack
• Feature: Incoming Webhook or Workflow Builder; notify internal teams of overdue reminders sent.
3.14. Microsoft Teams
• Feature: Actionable Message connector; post updates to finance channel on automated reminder sends.
3.15. WhatsApp Business API
• Feature: Automate reminder delivery via “messages” endpoint with overdue template.
3.16. HubSpot
• Feature: Workflow automation on “Deal” stage past due; “Send email” action.
3.17. Pipedrive
• Feature: Workflow automator on “Invoice Date”; sends notification/reminder.
3.18. Intercom
• Feature: Series (automated journeys); trigger on overdue customer; in-app message or email.
3.19. Odoo
• Feature: Automated Activities in Invoicing app, set to “Send Reminder”.
3.20. Zapier
• Feature: Multi-step zap; trigger from invoice software webhook; “Send email/SMS” via chosen app.
3.21. Monday.com
• Feature: Automations; scan board for overdue status; send email or notification.
3.22. Stripe
• Feature: Invoice API, “Send Reminder” endpoint for overdue invoices.
3.23. Aircall
• Feature: Schedule and automate outbound reminder calls via Aircall API.
3.24. Outlook & Exchange
• Feature: Power Automate “Send an email (V2)” triggered from Outlook event or custom flag.
Benefits
4.2. Eliminates manual chasing, automating communication and task scheduling for the finance team.
4.3. Increases collection rate by timed, consistent, and repeatable process led by automation platforms.
4.4. Improves audit trail compliance by tracking all automated reminders and responses.
4.5. Frees resources for other finance automation projects; scalable automator deployment for many clients.
Automation flows for overdue invoice reminders in electrical supply retail can be implemented across diverse software systems, leveraging their APIs and workflow features to automate, escalate, and document all communication, ensuring seamless financial operations.