Financial and Accounting ProcessesPurpose
1.2. Minimize manual tracking and reduce late payments for improved cash flow stability.
1.3. Provide clear communication with customers regarding dues, due dates, and payment methods.
1.4. Enhance financial efficiency and maintain accurate accounts receivable records.
Trigger Conditions
2.2. Invoice remains unpaid X days before due date (pre-reminder).
2.3. Invoice remains unpaid on due date (on-time reminder).
2.4. Invoice remains unpaid X days after due date (overdue notification).
2.5. Status change (e.g. payment received, manual mark as paid) triggers cancellation of further reminders.
Platform Variants
• Function: Programmable Messaging API – Send SMS to customer phone.
• Setting: Configure “Send Message” with dynamic invoice and due details.
3.2. SendGrid
• Function: Mail Send API – Dispatch reminder emails to customer emails.
• Setting: Use transactional templates with variables for invoice info.
3.3. QuickBooks
• Function: Invoices endpoint – Fetch and monitor unpaid invoices.
• Setting: “List Invoices” query with Overdue filter; webhook on status update.
3.4. Xero
• Function: Invoices API – Retrieve outstanding invoices and due dates.
• Setting: “Get Invoices” with status filter; start automation from webhook triggers.
3.5. Zoho Books
• Function: Invoices API – List open invoices and due amounts.
• Setting: “Get Invoices” endpoint with reminders logic.
3.6. FreshBooks
• Function: Payments/Invoicing API – Monitor and trigger reminders for unpaid invoices.
• Setting: Use “List invoices” and “Send invoice reminder” APIs.
3.7. Stripe
• Function: Invoice Events Webhooks – Listen for invoice.payment_failed and invoice.upcoming.
• Setting: Trigger workflows based on Stripe invoice events.
3.8. PayPal
• Function: Invoicing API – Get invoice status, send reminders via “Remind Invoice”.
• Setting: Configure payment reminders through specific API event triggers.
3.9. Gmail
• Function: Gmail API – Auto-compose and send reminder emails.
• Setting: “Send Message” function with templated invoice info.
3.10. Outlook
• Function: Outlook Mail API – Automated reminder email dispatch.
• Setting: Use “SendMail” with dynamic content from accounting system.
3.11. Slack
• Function: Incoming Webhooks – Internal staff alerts for overdue invoices.
• Setting: Send automated message to finance channel on overdue trigger.
3.12. Microsoft Teams
• Function: Connector/Webhook – Internal notifications for monitoring unpaid invoices.
• Setting: Push notification on “Invoice overdue” status update.
3.13. Salesforce
• Function: CRM API – Monitor invoice-related objects, trigger email/SMS reminders.
• Setting: Workflow Rule based on Invoice.Status field.
3.14. HubSpot
• Function: Workflow Automation – Trigger customer comms upon invoice due/overdue.
• Setting: Set workflow based on ‘Deal’ payment stages and due dates.
3.15. Monday.com
• Function: Automation – Send reminders by monitoring invoice boards.
• Setting: Setup custom automation on item status and due date columns.
3.16. Pipedrive
• Function: API/Webhooks – Trigger overdue notifications for deals linked with invoices.
• Setting: Use Activity Due date triggers in workflow automations.
3.17. Mailgun
• Function: Messages API – Programmatic email reminders for overdue invoices.
• Setting: Templated emails triggered by due date logics.
3.18. WhatsApp Business API
• Function: Notify customers via WhatsApp reminder messages.
• Setting: Use “Send Message” endpoint targeting customer number and invoice info.
3.19. Telegram Bots
• Function: Bot API – Send chat reminders or overdue notifications to customers.
• Setting: Scripted bots dispatch dynamic reminders on trigger.
3.20. ActiveCampaign
• Function: Automation Builder – Reminders and follow-ups via email or SMS.
• Setting: Trigger from custom fields/tags set by accounting software.
3.21. Odoo
• Function: Automated Actions – Send reminders from Accounting > Customers > Invoices.
• Setting: Configure scheduled actions based on overdue status detection.
3.22. Wave
• Function: Invoices API – Retrieve overdue invoices and send reminders.
• Setting: Use GET /invoices with status=overdue and POST /reminders endpoints.
Benefits
4.2. Diminishes risk of bad debt and improves cash flow.
4.3. Increases on-time payments and financial predictability.
4.4. Enhances professionalism and customer experience.
4.5. Enables scale as business and invoice volume grows.