Payment reminders and overdue notifications

Purpose

 1.1. Automate the sending of payment reminders and overdue notifications to customers or vendors regarding leather goods invoices.
 1.2. Reduce manual finance workload and automate tracking of outstanding receivables for leather goods manufacturers.
 1.3. Ensure compliance with internal financial policies by automatedly alerting parties to overdue payments and escalating issues per predefined protocols.
 1.4. Maintain positive cash flow and automate the prevention of bad debt through timely, automated communication with payers.
 1.5. Enhance customer experience by automating personalized notification scheduling and multi-channel message delivery for payment follow-ups.

Trigger Conditions

 2.1. Invoice due date approaching (configurable, e.g., 3 days prior) automates reminder initiation.
 2.2. Invoice overdue by a set number of days (e.g., 1, 7, 14 days) automates escalation notifications.
 2.3. Partial payment detected automates custom notification with remaining balance details.
 2.4. Payment status changed by finance team automates updated reminders or confirmations.
 2.5. Customer opens or clicks on previous reminder (engagement trigger) automates personalized follow-up sequences.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Use “Message API” to automate SMS reminders; configure sender ID and timing.
 3.2. SendGrid
  • Feature/Setting: Use “Transactional Email API” to automate email notifications upon due/overdue triggers.
 3.3. Microsoft Outlook 365
  • Feature/Setting: Automate emails using "Send Mail (V2)" action in Microsoft Power Automate.
 3.4. Slack
  • Feature/Setting: Automate direct message or channel notification with "chat.postMessage" API for team alerts.
 3.5. WhatsApp Business API
  • Feature/Setting: Use template message configuration to automate WhatsApp reminders to customers.
 3.6. Salesforce
  • Feature/Setting: Automate “Send Email” action from “Process Builder” on custom Payment Due object.
 3.7. Xero
  • Feature/Setting: Automate reminders using “Invoice reminders” via Xero API; set schedule and content.
 3.8. QuickBooks Online
  • Feature/Setting: Use “Send Payment Reminder” API to automate invoice follow-ups.
 3.9. Gmail API
  • Feature/Setting: Automate "users.messages.send" for custom invoice reminder emails.
 3.10. Zoho Books
  • Feature/Setting: Use “Automatic Payment Reminders” module and configure trigger schedule.
 3.11. HubSpot
  • Feature/Setting: Automate email or SMS via “Workflows” connected to deal/invoice properties.
 3.12. FreshBooks
  • Feature/Setting: Use “Auto email reminders” function for scheduled and automated follow-up.
 3.13. Mailgun
  • Feature/Setting: Configure “Messages API” to automate batch email sends with overdue invoice data.
 3.14. Pipedrive
  • Feature/Setting: Trigger “Activity Reminder” via API based on deal payment fields.
 3.15. SAP Business One
  • Feature/Setting: Use “Alert Management” to automate email reminders upon due/aging status.
 3.16. Stripe
  • Feature/Setting: Automate “Invoice Upcoming” and “Invoice Overdue” webhooks to trigger notification flows.
 3.17. Monday.com
  • Feature/Setting: Automate notification using “Automations Center” by monitoring payment columns.
 3.18. Asana
  • Feature/Setting: Automate task or message creation by due invoice with “Rules” and “Email integration.”
 3.19. Airtable
  • Feature/Setting: Configure “Automations” to send notifications based on due date formula field.
 3.20. Zendesk
  • Feature/Setting: Automate customer notification using “Triggers” with due date field as filter.
 3.21. Wave
  • Feature/Setting: Enable “Automatic Payment Reminders” and set custom schedules for recurring notices.
 3.22. Intercom
  • Feature/Setting: Automate messages using “Outbound” custom automations tied to invoice properties.
 3.23. Shopify
  • Feature/Setting: Use “Order and Payment Reminder” automation in admin notifications.
 3.24. Odoo
  • Feature/Setting: Configure “Automated Actions” and email templates for invoice reminders.
 3.25. Trello
  • Feature/Setting: Automate card comment or notification triggered from invoice tracker board.

Benefits

 4.1. Eliminates repetitive manual finance tasks by automating reminders and notifications.
 4.2. Automates faster payment cycles and improved cash flow for leather goods businesses.
 4.3. Reduces credit risk and DSO (days sales outstanding) via automated, timely communications.
 4.4. Boosts customer satisfaction with consistent, automated updates and transparent processes.
 4.5. Centralizes finance team workload through unified, automatable notification channels.
 4.6. Supports compliance with policy and audit readiness through traceable, automated digital records.