Payment reminders and follow-ups for outstanding dues

Purpose

1.1. Automate detection of unpaid invoices or outstanding dues for amphitheater clients, vendors, and ticket agents.
1.2. Systematically deliver reminders and follow-ups through multi-channel communication (email, SMS, WhatsApp, push, voice calls).
1.3. Log each reminder, escalate to management after repeated non-responses, and update accounting entries upon payment completion.
1.4. Ensure compliance with regulatory guidelines for financial communications in entertainment venues.
1.5. Integrate with ERP, ticketing, and venue management systems for real-time accounts receivable monitoring.

Trigger Conditions

2.1. Invoice due date is reached or passed without payment confirmation.
2.2. Multiple days of non-payment after prior reminders.
2.3. Manual accounting user flag of a high-priority overdue.
2.4. Changes in payment status or bounced transaction notifications from payment processors.
2.5. Automation schedules (e.g., daily scan at midnight for overdue accounts).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio SendMessage API; configure endpoint to send templated messages to debtor phone numbers with invoice reference and payment links.
3.2. SendGrid
• Feature/Setting: Enable Transactional Templates; invoke Send API to deliver overdue invoice notices with unique tracking and scheduled follow-ups.
3.3. Stripe
• Feature/Setting: Use `List Invoices` and `Send Invoice Reminders` endpoints for auto-reminder scheduling per customer.
3.4. QuickBooks Online
• Feature/Setting: Utilize `Create Reminder` and `List Overdue Invoices` API endpoints for automation; connect to contact records for personalized comms.
3.5. Xero
• Feature/Setting: Activate repeating invoice and email reminder via `Invoice Email` endpoint tied to accounts receivable.
3.6. Zoho Books
• Feature/Setting: Use `Invoice Reminders API`; schedule auto-reminders based on overdue status.
3.7. FreshBooks
• Feature/Setting: Configure Auto-Late Payment Reminders from FreshBooks account settings; trigger via webhook.
3.8. WhatsApp Cloud API
• Feature/Setting: Automated messaging using WhatsApp Business templates for due notices; send via POST to `/messages`.
3.9. Salesforce
• Feature/Setting: Workflow Rule with Process Builder to trigger email/SMS actions on overdue opportunity objects.
3.10. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow that launches reminder emails/SMS via connected channels upon invoice status update.
3.11. HubSpot
• Feature/Setting: Use Workflow Automation to send emails and create tasks on deal overdue triggers.
3.12. Mailgun
• Feature/Setting: Send scheduled transactional emails via Mailgun Messages API for payment notifications.
3.13. Slack
• Feature/Setting: Notify internal finance/admin channels using Incoming Webhooks when follow-up escalation is required.
3.14. Gmail API
• Feature/Setting: Send automated emails using `users.messages.send`, including attachments of invoices.
3.15. Outlook API (Microsoft Graph)
• Feature/Setting: Use `/sendMail` endpoint for sending reminder emails from official accounts, auto-attach invoice PDFs.
3.16. SAP ERP
• Feature/Setting: Trigger Fiori workflow to generate and distribute reminders from AR module on due invoices.
3.17. Oracle NetSuite
• Feature/Setting: SuiteFlow automation to send payment reminders based on payment due criteria set in AR.
3.18. PayPal Invoicing
• Feature/Setting: Use `Remind` endpoint to automate email reminders for outstanding requests.
3.19. RingCentral
• Feature/Setting: Automated outbound calls via RingCentral SMS/Voice API for phone reminders on large debts.
3.20. Intercom
• Feature/Setting: Set up series of Messenger campaigns targeting overdue customers with payment CTA.

Benefits

4.1. Increases rate of timely collections and reduces manual effort.
4.2. Ensures consistency and compliance in communications.
4.3. Minimizes revenue leakage and supports cash flow.
4.4. Provides audit trail for all communications and escalations.
4.5. Enhances guest and partner experience with timely, accurate reminders.