Tracking late payments and escalation notifications

Purpose

1.1. Automate tracking of overdue payments from clients, enforcing rigorous cash flow visibility for metal construction companies.
1.2. Automates notifying responsible parties through multi-channel escalation when payment deadlines are missed.
1.3. Integrates finance and reporting systems to generate real-time, automated escalation reports for management review and compliance.
1.4. Minimizes manual effort by automating detection, recording, notification, and escalation for all late payments.
1.5. Improves financial planning by automating actionable insights on overdue accounts and trends.

Trigger Conditions

2.1. Scheduled polling of accounting software for invoices with due dates older than current date and unpaid status.
2.2. Automated receipt of negative payment status update from banking API or integrated ERP platform.
2.3. Manual flagging of invoices marked “at risk” or “disputed” triggers automated escalation tracking.

Platform Variants

3.1. QuickBooks
• Feature: Webhooks or “Invoice Overdue” triggers; configure Invoice API to track status and trigger automatable events.
3.2. Xero
• Feature: “Invoices API / GET Invoices”; schedule automated checks for overdue flag and automate notification flows.
3.3. Sage Intacct
• Feature: GL Transaction API filter for late invoices; automate scheduled workflow for escalation.
3.4. Microsoft Dynamics 365
• Feature: Power Automate integration; configure automated flows on invoice status changes.
3.5. Zoho Books
• Feature: Webhooks on “Invoice Overdue”; invoke automating notification process.
3.6. Salesforce
• Feature: Workflow Rules or Process Builder; automate triggers on overdue cases.
3.7. SAP S/4HANA
• Feature: Fiori Inbox/Notifications or API for “Open/Overdue Invoices”; automate escalation task assignment.
3.8. Oracle NetSuite
• Feature: SuiteScript scheduled script; automate overdue invoice extraction and notifications.
3.9. FreshBooks
• Feature: Events API for overdue invoices; automate alert via connected communication platforms.
3.10. HubSpot CRM
• Feature: Workflow Automation; auto-triggered emails on overdue deal properties.
3.11. Trello
• Feature: Scheduled Butler automation; move overdue invoice cards to escalation list.
3.12. Slack
• Feature: Incoming Webhooks or Bot User OAuth Token; automate posting escalation notifications in channels.
3.13. Twilio SMS
• Feature: Programmable Messaging API; automate sending text alerts for overdue payments.
3.14. SendGrid
• Feature: Mail Send API; automate emailing payment reminders and escalation warnings.
3.15. Gmail
• Feature: Gmail API “Send Message”; automate personalized overdue notices.
3.16. Outlook 365
• Feature: Automated Flows/Graph API; automate escalation emails to team or management.
3.17. Monday.com
• Feature: Automation Recipes; automate overdue item reminders and assignment to escalation workflow.
3.18. Asana
• Feature: Rules and API; automate marking late payment tasks for escalation.
3.19. Jira
• Feature: Automation Triggers on issue fields; automate task creation for financial follow-up.
3.20. Google Sheets
• Feature: App Script “Time-driven trigger”; automate scanning sheet for overdue items and notify via email or Slack.
3.21. Mailchimp
• Feature: Automated Email Campaign triggered by segment; automate batch escalation reminders for overdue accounts.

Benefits

4.1. Automates routine follow-up processes, lowering administrative costs and manual errors.
4.2. Centralizes escalation tracking, providing a real-time overview to management.
4.3. Accelerates payment collections through persistent, automated reminders and escalations.
4.4. Enhances compliance by maintaining auditable trails of escalated cases.
4.5. Supports strategic decision-making via automatedly curated financial reports.