Notification of unpaid invoices and overdue accounts

Purpose

1. Automate detection and notification of unpaid invoices and overdue customer accounts across all receivables for wholesale fiberglass suppliers.

2. Automated notifications prompt clients to clear dues, reduce manual monitoring, and accelerate cash flow via multi-channel reminders.

3. Automates escalation of outstanding account alerts to finance and sales stakeholders at set intervals, ensuring rigorous follow-up.

4. Integrates with accounting, CRM, and communication tools to streamline finance operations and reporting.

Trigger Conditions

1. Invoice remains unpaid past set due date in ERP, CRM, or finance system.

2. Account flagged as overdue based on custom thresholds (e.g., 7, 14, 30 days).

3. Manual flag set by finance team for an account requiring immediate automated follow-up.

4. Receipt of failed payment notification from banking or payment gateway APIs.

Platform Variants

1. Twilio SMS

• Feature/Setting: API "Send Message" — configure to automate SMS reminders to overdue clients.
  

2. SendGrid

• Feature/Setting: API "Send Email" — automate templated overdue invoice emails to clients with dynamic fields.
  

3. Slack

• Feature/Setting: Incoming Webhook — automate team/channel notifications of flagged accounts for rapid internal follow-up.
  

4. Microsoft Teams

• Feature/Setting: "Create Chat Message" — automate overdue alerts to finance team channels on Teams.
  

5. QuickBooks Online

• Feature/Setting: API "List Invoices" + "Send Reminder" — trigger automator to scan and notify overdue accounts.
  

6. Xero

• Feature/Setting: API "GET Invoices" — automate overdue detection and initiate multi-channel reminders.
  

7. Zoho Books

• Feature/Setting: "Invoice Reminder Automation Rule" — auto-triggered reminders to customers as invoices age.
  

8. FreshBooks

• Feature/Setting: "Send Late Payment Email" — automate overdue invoice notifications using templates.
  

9. Salesforce

• Feature/Setting: Process Builder/Flow Automation — automate email, SMS, or task creation for overdue accounts.
  

10. HubSpot

• Feature/Setting: Workflow Automation — auto-send reminders to clients and notify account managers.
  

11. Pipedrive

• Feature/Setting: Activity Scheduler API — automate activity/tasks for overdue accounts, notify account reps.
  

12. Outlook 365

• Feature/Setting: "Send Email via Graph API" — automate overdue account notifications, triggered by ERP data.
  

13. Gmail

• Feature/Setting: "Send Email" API — automate custom overdue invoice emails to customers.
  

14. Stripe

• Feature/Setting: "List Invoices" + "Create Invoice Reminder" — automate reminders for late payments.
  

15. PayPal

• Feature/Setting: "Invoices API" — automate follow-up emails for overdue invoices directly via PayPal.
  

16. SAP Business One

• Feature/Setting: DI API "Get Overdue AR" + "Send Alert" — automate internal and external notifications.
  

17. Oracle NetSuite

• Feature/Setting: SuiteScript/Workflow "Overdue Invoice Alert" — automate recurring notification events.
  

18. Monday.com

• Feature/Setting: Automations — "When status changes to overdue, send email/SMS/bot message".
  

19. Asana

• Feature/Setting: Rules Automation — assign and notify on overdue accounts task creation.
  

20. Mailchimp

• Feature/Setting: "Automated Email Campaign" — trigger overdue invoice mail series.
  

21. Telegram

• Feature/Setting: Bot API "SendMessage" — automate account managers’ notifications for overdue accounts.
  

22. WhatsApp Business API

• Feature/Setting: "Send Message" — automate WhatsApp reminders to customers about overdue invoices.
  

23. Trello

• Feature/Setting: Automation "Create Card" — auto-generate follow-up tasks for overdue accounts.
  

24. Airtable

• Feature/Setting: Automations "Notify by Email/SMS" — triggers on overdue status in records.
  

Benefits

1. Automatedly reduces overdue receivables through consistent, timely reminders.

2. Automates manual workload, liberating finance teams for higher-value activities.

3. Enhances client responsiveness by automating multi-channel, professional notifications.

4. Reduces risk of lost revenue via persistent, automated escalations.

5. Provides automated audit trails for all notification and follow-up actions.

6. Improves cash flow predictability by automating account follow-ups.

7. Facilitates automatable and scalable finance and reporting across growing account bases.

8. Automates integration between ERP, CRM, and communication tools for a seamless collections process.