Payment reminders and overdue notifications

Purpose

1.1. Automate payment reminders and overdue notifications for wholesale leather transactions, reducing manual outreach, ensuring timely payments, improving cash flow, and minimizing aging receivables.
1.2. The automation sends scheduled, escalating messages (email, SMS, app, WhatsApp, push notification) to customers with outstanding invoices, automatically tracking status, sending links for payment, and escalating to collections if needed.
1.3. Automator workflows integrate with accounting/ERP/CRM to automate extraction of due invoices, automate categorization by due dates, and automate customer-specific messaging sequences.

Trigger Conditions

2.1. Invoice status changes to unpaid or overdue in an ERP, accounting solution, or CRM.
2.2. Scheduled check reveals invoice is approaching its due date (e.g., 3, 7, 14 days before/after).
2.3. Automated recurrence (e.g., daily scan for outstanding invoices).
2.4. Automated customer credit thresholds met or exceeded.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Use "Programmable Messaging" API to automate sending SMS reminders with invoice data. Configure sender ID, template, and trigger webhook.
3.2. SendGrid
• Feature/Setting: Automate email reminders by configuring "Transactional Email API"; use dynamic templates, schedule times, and use attachments for invoices.
3.3. Slack
• Feature/Setting: Use "Incoming Webhooks" to automate internal alerts to finance team when an account turns overdue.
3.4. QuickBooks Online
• Feature/Setting: Use the "Invoice API" to automate fetching overdue invoices and update status after reminders are sent.
3.5. Salesforce
• Feature/Setting: Automate reminders using "Process Builder" or the "Email Alerts" automation flow, fired when invoice status changes.
3.6. Xero
• Feature/Setting: Use "Invoices API" for automated extraction of overdue invoices and "Emails API" to send reminders.
3.7. Zoho Books
• Feature/Setting: Automate "Workflow Rules" to send reminders on due/overdue invoice events via email or SMS.
3.8. HubSpot
• Feature/Setting: Use "Workflows" with contact/company property triggers to automate personalized reminder emails.
3.9. Stripe
• Feature/Setting: Automate using "Billing Invoices API"; automate reminders for failed/overdue payments using webhook triggers.
3.10. Microsoft Outlook/Office 365
• Feature/Setting: Use "Power Automate" with mail and calendar APIs to generate automatic reminders and status notifications.
3.11. Gmail/Google Workspace
• Feature/Setting: Automate sending emails via "Gmail API" with mail merge for personalization, triggered by invoice data.
3.12. WhatsApp Business API
• Feature/Setting: Automate message sending using WhatsApp API with templated payment reminders and attachments.
3.13. Pabbly Connect
• Feature/Setting: Use invoice and CRM triggers to automate reminder actions across multiple connected apps.
3.14. SAP Business One
• Feature/Setting: Automate "Alerts Management" and "Service Layer APIs" to send automated notifications based on overdue status.
3.15. Odoo
• Feature/Setting: Automate "Automated Actions" on invoice aging to trigger reminders via email, SMS, or push.
3.16. Monday.com
• Feature/Setting: Use "Automations" to trigger status changes and reminders when payment deadlines are missed.
3.17. FreshBooks
• Feature/Setting: Automated "Late Payment Reminders" via FreshBooks' settings or via custom API flows.
3.18. Zoho CRM
• Feature/Setting: Automate reminders using "Workflow Automation" linked to deal/invoice records.
3.19. Mailgun
• Feature/Setting: Automate batch email reminders using "Transactional Email API" with delivery tracking.
3.20. Trello
• Feature/Setting: Use "Butler Automation" to automatically create follow-up cards/tasks for overdue accounts.
3.21. Intercom
• Feature/Setting: Automate personalized in-app or email reminders using "Outbound Messaging API" triggered by user segment.
3.22. Zoho Invoice
• Feature/Setting: Enable automated reminder schedules for invoices, SMS, and email based on due dates and status.

Benefits

4.1. Automation reduces late/missed payments by prompting customers at the right times.
4.2. Automating escalations eliminates human error and missed follow-ups.
4.3. Automated communications save staff time, allowing focus on higher-value financial tasks.
4.4. Automatedly improves revenue predictability, accelerates cash flow, and reduces days sales outstanding in the leather goods wholesale industry.
4.5. Automation creates an auditable trail of communications for financial compliance and internal review.