Send automated reminders for overdue payments

Purpose

1.1. Automate sending timely reminders to clients or stakeholders for overdue invoices or unpaid bills.
1.2. Reduce manual tracking and follow-up by finance teams in the agricultural engineering sector.
1.3. Support better cash flow management, minimize late payments, and enhance client professionalism.
1.4. Improve compliance and customer communication through accurate, consistent reminders sent via various channels.
1.5. Integrate reminder workflows with accounting, ERP, and communication platforms for seamless operation.

Trigger Conditions

2.1. Invoice status marked as "overdue" in accounting or ERP system.
2.2. Predetermined due date has passed without received payment.
2.3. Scheduled routine checks (e.g., daily/weekly) identify outstanding balances.
2.4. Failure of customer to respond to first or second prior reminders.
2.5. Integration detects specific "overdue" flags or custom payment thresholds.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use “Messages API” to send automated SMS reminders; configure webhook to receive overdue event and trigger SMS (POST /2010-04-01/Accounts/{AccountSid}/Messages.json)
3.2. SendGrid
• Feature/Setting: “Mail Send API” (v3/mail/send) to deliver email reminders; authenticate via API Key and send templated overdue notices.
3.3. Slack
• Feature/Setting: “chat.postMessage” API to alert internal teams or send direct reminders to clients via Slack Connect.
3.4. Gmail API
• Feature/Setting: “Users.messages.send” function for automated personalized email delivery on overdue status detection.
3.5. Outlook/Office365 (Microsoft Graph)
• Feature/Setting: “sendMail” API in “/me/sendMail” endpoint for auto-sending structured reminder emails.
3.6. QuickBooks Online
• Feature/Setting: Use “Invoice API” to identify overdue invoices and webhook/QBO automation to trigger reminders.
3.7. Xero
• Feature/Setting: “GET /invoices” to identify overdue, combine with “Email Invoice” endpoint for one-click client notices.
3.8. FreshBooks
• Feature/Setting: “List Invoices” API to filter overdue, pair with “Send Email Invoice” API to issue reminders.
3.9. HubSpot
• Feature/Setting: “Workflows” with “Send email” action or “CRM API” to automate reminders for finance contacts.
3.10. Salesforce
• Feature/Setting: Configure “Process Builder” with “Email Alert” triggered by overdue invoice status in Objects.
3.11. Zoho Books
• Feature/Setting: “Invoices API” (GET overdue filter) plus “Send Email” action to automate client contact.
3.12. Stripe
• Feature/Setting: “Invoice.payment_failed” webhook triggers; use “Email reminders” settings or custom API notifications.
3.13. PayPal
• Feature/Setting: “Invoices API” to pull unpaid/overdue; trigger email reminders via “Remind Invoice” endpoint.
3.14. Mailgun
• Feature/Setting: “Messages API” (POST /messages) to issue HTML/text overdue payment reminders.
3.15. Zapier
• Feature/Setting: Use “Schedule by Zapier” + email/SMS actions for multi-channel reminders using connected apps.
3.16. Pipedrive
• Feature/Setting: Use “Activities API” to log and remind; automated template send via “Mail Message” API.
3.17. Monday.com
• Feature/Setting: “Automations” to notify stakeholders or trigger external reminders on overdue billing columns.
3.18. Trello
• Feature/Setting: “Butler Automation” to send email via “Email for Trello” Power-Up when card becomes overdue.
3.19. Google Sheets
• Feature/Setting: Script automation using “Apps Script” to parse overdue entries and trigger Gmail reminders.
3.20. Oracle NetSuite
• Feature/Setting: “Saved Search” for overdue invoices, use “SuiteScript” to auto-email reminders to clients.

Benefits

4.1. Reduces manual workload and eliminates human error.
4.2. Speeds up payment cycles for improved financial health.
4.3. Supports multi-channel outreach for higher client engagement.
4.4. Consistent follow-up improves professional image and client relations.
4.5. Centralizes automation logic for easy scaling or modifications.