Automated follow-ups for overdue invoices

Purpose

1.1. Ensure timely collections by automating follow-up communications to clients with overdue invoices in antenna services rigging and aerial systems.
1.2. Eliminate manual intervention, reduce errors, and sustain predictable cash flow by scheduling reminders across channels—email, SMS, call, and messaging.
1.3. Track responses and escalate when necessary for efficient finance operations in aerial system installation projects.

Trigger Conditions

2.1. Invoice status changes to “overdue” in the accounting/ERP or finance module.
2.2. Custom date logic, such as “invoice due date + X days” without payment update.
2.3. Payment not received or payment status is not “fully paid” by a scheduled check time.
2.4. Finance admin marks an invoice as requiring follow-up.

Platform Variants

3.1. QuickBooks
• API: /v3/company/{companyId}/invoice
• Configure webhook on invoice status change; pull client contact and send reminders
3.2. Xero
• Endpoint: GET /Invoices
• Use filter for “Status=AUTHORISED&DueDate < Today”; trigger reminder sequence
3.3. FreshBooks
• Endpoint: GET /invoices, POST /email_invoice
• Check overdue via API, auto-send reminder email to client contact
3.4. Zoho Books
• Automation: Invoice Reminders
• Enable “Automatic Reminders” and configure email templates per client
3.5. Sage Intacct
• Smart Rules: Set event on invoice past due date
• Auto-launch workflow to send communication
3.6. Microsoft Outlook
• Power Automate: “When a new email arrives” action
• Parse for subject (“Overdue Invoice”), auto-reply with payment link
3.7. Google Workspace
• Apps Script: Trigger by schedule, send Gmail reminder to debtor
• Connect to Sheets for invoice status review
3.8. Salesforce
• Process Builder/APEX: Detect overdue date, create task/send email to client
3.9. HubSpot
• Workflow: Invoice overdue event initiates scheduled emails/SMS
3.10. Stripe
• API: /v1/invoices/{invoice}/send
• Set up Stripe webhook for invoice.status=overdue, trigger email
3.11. Twilio SMS
• API: POST /2010-04-01/Accounts/{AccountSid}/Messages.json
• Schedule SMS to client with payment details and link
3.12. SendGrid
• API: POST /mail/send
• Automate customized, branded invoice reminders
3.13. Intercom
• Webhook + API: POST /messages
• Send in-app message tagged for overdue payment
3.14. Slack
• API: chat.postMessage
• Notify internal finance team channel on overdue invoice and response status
3.15. Pipedrive
• Workflow Automation: On deal stage “Overdue invoice,” send reminder email
3.16. Monday.com
• Automation: “When status changes to overdue,” notify account manager
3.17. Notion
• Notion API: Patch overdue tag, trigger integration to email/SMS tool
3.18. Mailgun
• API: /v3/{domain}/messages
• Batch send follow-up emails with dynamic invoice fields
3.19. RingCentral
• SMS API: POST /restapi/v1.0/account/{accountId}/extension/{extensionId}/sms
• Deliver automated payment reminders by SMS
3.20. DocuSign
• API: POST /envelopes/{envelopeId}/status
• Track signed invoice; if not signed, auto-email reminder to client
3.21. Airtable
• Automations: “When record matches conditions” (overdue), send email/SMS using integrated service
3.22. Webex
• Message API: POST /v1/messages
• Alert on overdue invoices in finance chat group

Benefits

4.1. Drastically reduces manual labor in tracking and sending overdue notifications.
4.2. Increases likelihood of timely payments through persistent, multi-channel reminders.
4.3. Seamless integration maintains audit trail and transparency in finance operations.
4.4. Escalation capability ensures critical overdue invoices are addressed by finance leadership.
4.5. Strengthens client relationships by professional, prompt communication—improving reputation in rigging and aerial system services.