Finance & Billing OperationsPurpose
1.2. Automates recurrence of reminders until payment is received, reducing manual management in the finance team.
1.3. Automated notification via diverse channels (email, SMS, WhatsApp, phone) to maximize reach and payment promptness.
1.4. Automate escalation if unpaid after multiple reminders, including automatic handover to collections or legal if unresolved.
1.5. Automating audit logs and reporting for compliance, visibility, and management analysis.
Trigger Conditions
2.2. Automating trigger on a schedule (e.g., daily at midnight) to check all outstanding invoices.
2.3. Secondary automated triggers if no payment received after initial reminder (e.g., after 7 and 14 days overdue).
2.4. Possible manual trigger for ad hoc automated reminders by finance staff.
Platform Variants
• Feature/Setting: Automate sending SMS via Messages API when invoices become overdue.
• Sample: Configure Messages API with dynamic customer phone numbers, invoice reference variables.
3.2. SendGrid
• Feature/Setting: Automate sending templated email reminders via SendGrid Mail Send API upon overdue status.
• Sample: Template ID set up, trigger on overdue invoice, dynamic tokens for client name and amount.
3.3. Mailgun
• Feature/Setting: Automatedly send personalized overdue notices via Mailgun "messages" endpoint.
• Sample: Use variables for amount, due date, and pay-link in email template.
3.4. Office 365 Outlook
• Feature/Setting: Automate reminder emails via Outlook REST API or Graph API; use automation to personalize and schedule.
• Sample: Automated flow triggers when finance database invoice status is “overdue.”
3.5. Gmail API
• Feature/Setting: Automate the sending of reminders from a/group mailbox using Gmail API, with label management for tracking.
• Sample: Use automated label assignment when reminder is sent.
3.6. Slack
• Feature/Setting: Automatedly send direct message reminders to internal customer support or billing channels.
• Sample: Use Slack Bot User OAuth and chat.postMessage API.
3.7. WhatsApp Business API
• Feature/Setting: Automate sending WhatsApp template messages via WhatsApp Business API for overdue invoices.
• Sample: Use "invoice_reminder" template with dynamic content.
3.8. Microsoft Teams
• Feature/Setting: Automate notifications to finance group via Teams API when a reminder is sent or payment is overdue X days.
• Sample: Teams Bot integration triggers message post using Graph API.
3.9. Salesforce
• Feature/Setting: Automating email/SMS reminders via Salesforce Flow, Process Builder, or Apex for overdue accounts.
• Sample: Triggered Flow on Invoice Status update.
3.10. HubSpot
• Feature/Setting: Configure automated workflows using HubSpot Workflows for overdue billing reminders by email or integration with SMS gateway.
• Sample: Delay until due date, send "bill overdue" email.
3.11. Zoho CRM
• Feature/Setting: Automate trigger-based reminders using Zoho CRM Workflow or Zoho Deluge scripting; use email or connected SMS.
• Sample: Workflow on field update: “Payment Status = Overdue.”
3.12. Freshbooks
• Feature/Setting: Automate email reminders as per invoice status; optionally invoke webhook to trigger external reminder.
• Sample: Reminder rule: “1 day after due, recurring every 5 days.”
3.13. Xero
• Feature/Setting: Automate overdue invoice reminders using Xero’s repeating invoice or direct API connection.
• Sample: Configure contact, interval, and message in Xero reminders.
3.14. QuickBooks Online
• Feature/Setting: Automating payment reminders via QuickBooks Automation rules, sent by email or integrating with external platforms for SMS.
• Sample: Set “Late Payment Reminder” to trigger daily/weekly.
3.15. Stripe
• Feature/Setting: Automate automatic invoice reminders using Billing API and webhook for overdue status.
• Sample: Invoice “payment_intent.created” or “invoice.overdue” webhook triggers SMS/email.
3.16. SAP Business One
• Feature/Setting: Automate overdue invoice notifications using Workflow and Email Alert setup in SAP.
• Sample: Workflow: “If Invoice DueDate < Today AND Paid = No, send alert.”
3.17. Zoho Books
• Feature/Setting: Automate recurring reminders via Zoho Books Notification Rules, both email and SMS.
• Sample: Configuration for initial and repeat reminders post-due.
3.18. Monday.com
• Feature/Setting: Automating reminders using Monday Automations and integration with email/SMS tools for overdue items.
• Sample: Automation: “When status is overdue, notify and email.”
3.19. Pabbly Connect
• Feature/Setting: Automate workflow linking billing software (trigger: invoice overdue) to communication platform (action: send reminder).
• Sample: Trigger from Google Sheets or Xero, action to SendGrid or Twilio.
3.20. Zoho Flow
• Feature/Setting: Automating with Zoho Flow to watch for overdue invoice events and send notifications across multiple channels.
• Sample: Trigger “New Overdue Invoice,” actions include “Send Email,” “Send SMS.”
Benefits
4.2. Speeds up cash flow via faster receipt of payments through persistent, automated reminders.
4.3. Minimizes lost revenue from delayed or missed payments by automating escalation.
4.4. Automates accurate record-keeping for reminders, ensuring audit trails and regulatory compliance.
4.5. Improves customer relations by ensuring all reminders are timely, professional, and consistently formatted through automation.