Automated sending of invoices and payment reminders to clients/groups

Purpose

1.1. Automates generating, sending, and tracking invoices to clients/groups for dining, catering, or event-related Armenian cuisine services.
1.2. Automates sending payment reminders before and after due dates, supporting AR processes and streamlining cash inflow.
1.3. Automates repeated cycles for regular clients or group bookings in the Armenian restaurant context.
1.4. Automatedly reconciles responses and automates escalation if payments remain pending, integrating with finance and POS.

Trigger Conditions

2.1. New invoice created in restaurant POS or accounting system.
2.2. Approaching or passed due date for unpaid invoice.
2.3. Successful service completion (e.g., event/catering served, group booking honored).
2.4. Payment status change (partial/full payment, bounced transaction, reversal).
2.5. Recurring billing date triggered for subscription-based dining packages.

Platform Variants

3.1. QuickBooks
- Feature/Setting: Invoice API; configure with webhook to automate invoice sending and automate reminders using scheduled triggers.
3.2. Xero
- Feature/Setting: Invoices endpoint; automate creation and sending via automation flow.
3.3. Zoho Books
- Feature/Setting: Automated workflows to trigger on invoice creation for sending and reminders.
3.4. FreshBooks
- Feature/Setting: Invoice automation rules; set up recurring reminders and automated delivery.
3.5. Wave
- Feature/Setting: Automated invoicing and email reminder functions; configure automatic follow-ups.
3.6. Square
- Feature/Setting: Square Invoices API with automated reminders; set via payment schedule.
3.7. Stripe
- Feature/Setting: Invoice and Payment Intent API; schedule automated email reminders for overdue invoices.
3.8. Paypal
- Feature/Setting: Invoicing API; set up automatic email reminders and invoice distribution.
3.9. Sage Business Cloud
- Feature/Setting: Automated invoicing module; enable and schedule auto-reminders.
3.10. Microsoft Dynamics 365
- Feature/Setting: Workflow automation in Finance; configure invoice creation and scheduled reminders.
3.11. SAP Business One
- Feature/Setting: Automation framework for invoices and reminder notifications.
3.12. Odoo
- Feature/Setting: Automated actions on accounting app; send recurring invoices and reminders.
3.13. Mailgun
- Feature/Setting: Email API for automated invoice and payment reminder emails via workflow triggers.
3.14. Twilio SendGrid
- Feature/Setting: Transactional email API, feeds from invoicing events to automate communication.
3.15. Gmail API
- Feature/Setting: Send automated emails based on webhook triggers for invoice and reminder.
3.16. Slack
- Feature/Setting: Automated notifications to staff on invoice sent or payment reminders via bot.
3.17. WhatsApp Business API
- Feature/Setting: Automated sending of reminders and invoices via templated messages.
3.18. Telegram Bot API
- Feature/Setting: Automate reminders through chat messages on unpaid invoices or upcoming due dates.
3.19. Pabbly
- Feature/Setting: Automation workflows integrating invoice creation, sending, and reminders.
3.20. HubSpot
- Feature/Setting: Automated deal workflow triggers for invoicing and follow-up reminders.

Benefits

4.1. Automates reduction of manual follow-up workload for finance staff.
4.2. Automatedly increases on-time payment rate by consistent reminders.
4.3. Automator minimizes late or missing revenue events, improving Armenian restaurant cash flow.
4.4. Provides audit trail through automated history/logging.
4.5. Ensures automatable compliance in finance operations.
4.6. Scales automated financial processes for group or recurring clients.
4.7. Enhances client satisfaction via timely, reliable invoice/reminder communication automatedly.