Invoice payment reminders to customers

Purpose

1.1. Automate the sending of invoice payment reminders to scooter repair customers, ensuring timely payment and reducing manual follow-ups.
1.2. Automating reminders reduces late payments, improves cash flow, and frees staff from repetitive finance tasks.
1.3. Enables automated, scheduled, or event-driven notifications across multiple communication channels including email, SMS, and messaging platforms.
1.4. Creates a centralized, automated record for payment reminders and customer communications within the scooter repair business’ finance workflow.

Trigger Conditions

2.1. Invoice creation with unpaid status.
2.2. Pre-due date: X days before payment is due (customizable).
2.3. On due date if invoice is still unpaid.
2.4. Post-due: Y days after due date with ongoing unpaid status.
2.5. Manual trigger from finance/accounting dashboard when extra reminders are needed.
2.6. Automated recurring cycle set from customer contract or repair service order.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio's programmable SMS API; configure automated SMS templates with variables for name, amount, and link to invoice; schedule triggers based on invoice status change.
3.2. SendGrid
• Feature/Setting: Automated transactional email via SendGrid Mail Send API; configure dynamic templates for invoice reminders; set up event/webhook to trigger when invoice remains unpaid.
3.3. Gmail
• Feature/Setting: Automated draft and send email via Gmail API; configure scheduled batch reminders using authenticated Gmail SMTP.
3.4. Outlook
• Feature/Setting: Automated email via Microsoft Graph SendMail API; schedule reminders with calendar integration for finance teams.
3.5. Slack
• Feature/Setting: Automated message to customer support or finance channel using Slack bot API when payment is due/unpaid.
3.6. WhatsApp Business
• Feature/Setting: Automated WhatsApp messages using WhatsApp Cloud API; configure templates with invoice summary and payment link.
3.7. QuickBooks
• Feature/Setting: Use QuickBooks Online API to trigger reminders when invoice status changes to ‘overdue’.
3.8. Xero
• Feature/Setting: Automate messages via Xero API’s invoice GET endpoint; schedule reminders for unpaid invoices.
3.9. Zoho Books
• Feature/Setting: Automate reminders using Zoho Books Reminders API; setup automation on invoice due/overdue status.
3.10. Stripe
• Feature/Setting: Automated email or SMS via Stripe Invoices API event webhooks for payment reminders.
3.11. PayPal
• Feature/Setting: Configure payment reminder automation using PayPal’s Invoicing API; send reminders to customers directly.
3.12. Salesforce
• Feature/Setting: Automate tasks and emails using Process Builder/Flow and the Invoice object for overdue status triggers.
3.13. HubSpot
• Feature/Setting: Automates workflow-based reminders using HubSpot Workflows and Email API tied to deal stage or invoice properties.
3.14. Mailgun
• Feature/Setting: Transactional email reminders via Mailgun’s messages API; configure scheduled triggers for late invoices.
3.15. FreshBooks
• Feature/Setting: Use FreshBooks API to track invoice status; automate reminder emails or client notifications.
3.16. Pipedrive
• Feature/Setting: Custom workflow automation via Pipedrive API for payment reminders linked to deal phase or activity.
3.17. Google Sheets
• Feature/Setting: Monitor invoice statuses in Google Sheet; automate triggers via Sheets API to send reminders when due/overdue.
3.18. Zoho CRM
• Feature/Setting: Automated workflow rules; trigger payment reminders via email or SMS API integration when invoice in CRM is unpaid.
3.19. Monday.com
• Feature/Setting: Automate reminders/tasks using Monday.com automations and integrations with invoice boards.
3.20. Trello
• Feature/Setting: Automated Trello notifications or task card generation using Power-Ups or via Trello API when payment is pending.
3.21. Microsoft Teams
• Feature/Setting: Send automated Teams messages in finance or customer channel through Teams API on overdue invoice triggers.
3.22. ActiveCampaign
• Feature/Setting: Automate follow-up emails via automation workflows based on contact’s invoice payment status field.
3.23. Intercom
• Feature/Setting: Automated customer messaging sequence via Intercom API triggered from invoice overdue events.

Benefits

4.1. Automates reduction of late payments and improves cash flow for scooter repair business operations.
4.2. Automating reminders decreases manual work and improves team efficiency.
4.3. Ensures consistent, professional, and compliant communication with customers.
4.4. Automated documentation of all financial communications for audit trail.
4.5. Supports multi-channel, automated outreach (SMS, email, chat, CRM) maximizing customer payment responsiveness.
4.6. Automating processes fosters customer satisfaction by providing timely, clear invoicing communication.
4.7. Automation reduces human error, missed reminders, and repetitive tasks in the scooter repair workflow.