Automated payment reminders before/after due dates

Purpose

1.1. Automate sending payment reminders to clients/members of artist workspaces before and after invoice due dates.
1.2. Automated reminders prevent delayed payments and maintain healthy cash flow.
1.3. Automation reduces manual tracking, sending, and follow-up, freeing staff for creative tasks.
1.4. Automatedly supports recurring and one-off payments for studio usage, class fees, and art supply purchases.
1.5. Automates escalation or personalization of reminders based on overdue status or client segment.

Trigger Conditions

2.1. Invoice creation in billing platform.
2.2. Approaching due date (e.g., 3 days before, on due date).
2.3. Invoice overdue (e.g., 1, 5, 10 days after due date).
2.4. Payment status update to 'unpaid' or 'partially paid'.
2.5. Recurring subscription renewal date.

Platform Variants and Sample Automatable Configurations

3.1. Twilio SMS
• Feature: Message Scheduling
• Setting: Use programmable SMS API, trigger SMS on due/overdue event.
3.2. SendGrid
• Feature: Automated Email Campaign
• Setting: Dynamic templates, schedule with single send API on invoice event.
3.3. Mailgun
• Feature: Email Automation
• Setting: Use Messages API triggered by webhook from billing software.
3.4. Stripe
• Feature: Billing Webhooks
• Setting: Use ‘invoice.upcoming’/‘invoice.payment_failed’ to trigger reminder sends.
3.5. QuickBooks Online
• Feature: Invoice Tracking & Reminders
• Setting: Use Reminders API or webhook to automate email notifications.
3.6. Xero
• Feature: Invoice Reminder Workflow
• Setting: Configure repeating reminders based on invoice status update.
3.7. Zoho Books
• Feature: Automated Payment Reminders
• Setting: Schedule reminders before/after due, trigger via API.
3.8. FreshBooks
• Feature: Invoice Email Automation
• Setting: Set up reminder intervals in invoice settings or via FreshBooks API.
3.9. HubSpot
• Feature: Workflow Automation
• Setting: Automate emails or SMS via integrations based on deal/invoice properties.
3.10. Salesforce
• Feature: Process Builder/Flows
• Setting: Automate “Send Email” or “Create Task” on invoice triggers.
3.11. Outlook 365
• Feature: Scheduled Email
• Setting: Use Calendar API and mail API to automate reminder messages.
3.12. Gmail
• Feature: Google Apps Script
• Setting: Automate reminder email send based on Google Sheets invoice data.
3.13. Slack
• Feature: Scheduled Bot Notification
• Setting: Slack Bot/Workflow Builder posts reminders to finance/admin channel on due event.
3.14. WhatsApp Business API
• Feature: Message Automation
• Setting: Use API to send bulk or individual reminders when invoice overdue.
3.15. PayPal
• Feature: Invoicing & Reminders
• Setting: REST API trigger reminder email call on invoice status change.
3.16. Square
• Feature: Invoice API
• Setting: Automate reminders using Scheduled Actions in Square Dashboard or API.
3.17. Monday.com
• Feature: Automation Recipes
• Setting: “When date arrives, send email” automation on invoice board.
3.18. Trello + Butler
• Feature: Automated Card Reminders
• Setting: If card (invoice) due date approaches, send reminder via email/SMS.
3.19. WooCommerce
• Feature: Follow-Up Emails
• Setting: Automate reminder emails for order/invoice payment schedule.
3.20. Shopify
• Feature: Automated Messaging
• Setting: Configure workflow to send pre-due/overdue payment reminders to customers.

Benefits

4.1. Automates follow-ups and collections, reducing revenue leakage and bad debt.
4.2. Automated reminders increase payment rates and client accountability.
4.3. Automation supports scale as client base grows, without manual increases in admin time.
4.4. Reduces operational friction by automating communications, audit trails, and compliance.
4.5. Automator workflows can be customized by client type, payment plan, and communication channel for maximum effectiveness.