Payment reminders for outstanding bills

Purpose

1.1. Automate notification to customers/vendors with outstanding invoices, ensuring timely payments, reducing manual finance work, improving cash flow, and providing real-time payment tracking for Andhra cuisine restaurant operations.
1.2. Integrate multiple communication channels to reach recipients via SMS, email, WhatsApp, or in-app notifications and update ERP or accounting records automatically upon payment or customer response.

Trigger Conditions

2.1. Invoice status marked as ‘pending’ or ‘overdue’ in the billing/accounting system.
2.2. X days past due date (customizable, e.g., 1, 3, 7, 15 days).
2.3. Payment partially received or failed transaction notification.
2.4. Recurring unpaid bill detection for the same customer/vendor.

Platform Variants

3.1. Twilio SMS
• Use: Messaging API – Send automated SMS reminders to phone numbers from invoice data.
• Sample: Configure POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with invoice and contact info.
3.2. SendGrid
• Use: Mail Send API – Schedule and send templated payment reminder emails.
• Sample: Configure dynamic template and POST to /v3/mail/send.
3.3. WhatsApp Business API
• Use: /messages endpoint – Dispatch WhatsApp reminders with due details and payment link.
• Sample: JSON payload with recipient phone and message body.
3.4. Slack
• Use: chat.postMessage – Alert internal teams of outstanding invoices.
• Sample: Message to specific finance channel with invoice metadata.
3.5. Gmail API
• Use: users.messages.send – Trigger personalized email reminders from restaurant domain.
• Sample: BASE64-encoded message body, send POST to /gmail/v1/users/me/messages/send.
3.6. Outlook 365
• Use: /me/sendMail – Automate emails via Microsoft business account.
• Sample: JSON with subject/body, PATCH to Graph API.
3.7. Salesforce
• Use: Process Builder/Flow + Email Alert – Automated reminders to contacts linked to overdue invoices.
• Sample: Configure rule for invoice object and action to send email alert.
3.8. FreshBooks
• Use: /invoices endpoint – Trigger built-in reminders or initiate payment reminder workflow.
• Sample: PATCH invoice status or POST to /notifications/reminders.
3.9. QuickBooks Online
• Use: Invoice APIs – Retrieve overdue data, automate reminder dispatch.
• Sample: GET /v3/company/{companyId}/invoice and email APIs.
3.10. Xero
• Use: /Invoices and /Email endpoints – Set reminder schedules and send automated reminders.
• Sample: PATCH invoice and POST email notification.
3.11. Zoho Books
• Use: /paymentreminders API – Set auto-reminder configuration for invoices.
• Sample: POST/PUT reminder rules for due invoices.
3.12. HubSpot
• Use: Workflow + Email API – Trigger reminders for contacts with overdue deals/invoices.
• Sample: Configure workflow to email based on invoice due properties.
3.13. Mailgun
• Use: /messages endpoint – Send batch or event-based reminder emails.
• Sample: POST with recipient, subject, and dynamic body.
3.14. Microsoft Teams
• Use: webhook/connector – Post alerts to finance or management channel.
• Sample: Webhook payload with overdue invoice info.
3.15. Stripe
• Use: /invoices endpoint with reminder scheduling – Based on unpaid status, send notifications.
• Sample: POST to /v1/invoices/{invoice}/send with schedule.
3.16. PayPal
• Use: /v2/invoicing/invoices endpoint – Automate reminder dispatch from pending invoices.
• Sample: POST to /send-reminder for overdue invoices.
3.17. Google Sheets
• Use: Apps Script or Sheets API – Monitor due dates, send reminders via integrated mail.
• Sample: Script checks for due invoice rows, triggers email.
3.18. Trello
• Use: Butler automation or API – Create cards for follow-up on unpaid invoices, nudge users.
• Sample: Create card with invoice data, scheduled comment to remind.
3.19. Asana
• Use: Webhook – Task/notification for finance staff to follow-up overdue payments.
• Sample: Create task with invoice and contact info, assign and set reminder.
3.20. SAP (Business One)
• Use: Alert Management/Email Integration – Trigger email/SMS based on overdue payment query.
• Sample: SQL query schedules and email alert configuration.
3.21. Oracle NetSuite
• Use: SuiteFlow – Automate reminders based on overdue AR.
• Sample: Workflow rule triggers email on pending bill status.

Benefits

4.1. Reduces manual tracking, saving finance and admin team effort.
4.2. Promotes on-time payments, improving working capital management.
4.3. Multichannel outreach increases response likelihood and customer experience.
4.4. Instant escalation or escalation chains lower delinquency risks.
4.5. Ensures ledger and cash flow reports always reflect latest payment statuses.