Accounts receivable and overdue payment reminders

Purpose

 1.1. Automate the notification process for outstanding invoices and overdue payments in aluminum frames wholesale operations.
 1.2. Reduce manual follow-up workload for finance teams, ensure timely customer payments, and maintain up-to-date accounts receivable records.
 1.3. Integrate with accounting, CRM, ERP, and communication systems to deliver reminders via email, SMS, phone, and messaging apps.
 1.4. Adapt frequency, message templates, and escalation logic based on payment aging and customer segment.

Trigger Conditions

 2.1. Invoice status marked as 'unpaid' or 'overdue' in accounting platform.
 2.2. Predefined number of days (e.g., 3, 7, 14, 30+) past the invoice due date.
 2.3. Periodic financial review cycles (daily, weekly).
 2.4. Manual flagging of specific accounts requiring urgent action.

Platform Variants

 3.1. Xero
  • API: GET /invoices; POST /contact; triggers when invoice status changes; configure webhook for real-time sync.
 3.2. QuickBooks Online
  • API: Invoice.Read; send reminders using Invoice.Send API or via scheduled reports.
 3.3. Microsoft Dynamics 365 Finance
  • Feature: Accounts Receivable module automation; trigger Payment Reminders using workflow configuration.
 3.4. SAP Business One
  • API: DI API Service Layer; trigger on A/R Invoice aging; use Alert Management for reminders.
 3.5. Zoho Books
  • API: GET /invoices?status=overdue; POST /reminders; schedule workflows for overdue payments.
 3.6. FreshBooks
  • API: List Invoices endpoint; auto-send reminders via Reminders feature in Settings.
 3.7. Oracle NetSuite
  • Feature: Dunning Letters; trigger via SuiteScript on payment status change.
 3.8. HubSpot CRM
  • Workflow: List overdue deals/invoices; trigger personalized email reminders via Sequences.
 3.9. Salesforce
  • Process Builder/Flow: Trigger based on custom Invoice object overdue fields.
 3.10. Stripe
  • API: Listen to invoice.payment_failed webhook; send custom reminders to customer_email.
 3.11. Square Invoices
  • API: ListInvoices; POST /reminders to trigger SMS or email reminders.
 3.12. Twilio
  • API: Send SMS (POST /Messages); configure with customer's mobile for overdue notifications.
 3.13. WhatsApp Business API
  • API: sendMessage; use templated messages to notify about overdue payments.
 3.14. SendGrid
  • API: Mail Send; automate overdue invoice email reminders from templates.
 3.15. Gmail API
  • Feature: Automated email send; draft personalized reminder with invoice details.
 3.16. Slack
  • API: Chat.PostMessage; notify finance/admin channels about overdue accounts.
 3.17. Telegram Bot API
  • Method: sendMessage; send payment reminders to customers with Telegram IDs.
 3.18. Pipedrive
  • Workflow Automation: Trigger deal updates when invoices are past due.
 3.19. Monday.com
  • Automations: Notify via email/integrated SMS when item status set to 'Overdue'.
 3.20. Mailchimp
  • API: Create automated customer reminders using triggered journeys for overdue payments.
 3.21. Airtable
  • Automations: Trigger email/SMS notifications when invoice status column is 'Overdue'.

Benefits

 4.1. Immediate communication with clients regarding payment delays; reduces DSO (Days Sales Outstanding).
 4.2. Ensures systematic follow-up without human error.
 4.3. Scalable automation supports business growth without increasing admin burden.
 4.4. Multi-channel outreach enhances the likelihood of on-time payment.
 4.5. Comprehensive records of all reminders sent for audit and dispute resolution.