Payment reminders and overdue invoice notifications

Purpose of Automation

 1.1. Automate sending payment reminders to customers with pending invoices for church supplies.
 1.2. Automate overdue invoice notifications for improved collections and cash flow management.
 1.3. Automatic escalation workflows for significantly overdue bills.
 1.4. Easily configurate automating of payment status tracking and reminders, reducing manual follow-up.
 1.5. Automatically tag and log communication with clients for administrative records.
 1.6. Automatedly sync payment activity and reminders with financial records and accounting software.

Trigger Conditions

 2.1. Automated trigger when invoice due date approaches (1, 3, 7 days before due).
 2.2. Automation starts when invoice status changes to “overdue.”
 2.3. Optionally trigger automated reminders on a set schedule while invoice remains unpaid.
 2.4. Automated condition: Payment recorded marks reminder as resolved.
 2.5. Automation escalates if payment outstanding past set number of reminders.

Platform Variants

 3.1. Twilio SMS
 • Feature/Setting: Automate outbound SMS for reminders; use Twilio API, Message resource, set message body, recipient number, and schedule.
 3.2. SendGrid
 • Feature/Setting: Automatedly send email via SendGrid Mail Send API; set up template, dynamic invoice fields.
 3.3. Mailgun
 • Feature/Setting: Automate email reminder delivery through Mailgun’s Messages API, customize subject and body.
 3.4. Slack
 • Feature/Setting: Automated Slack channel or DM notifications via Incoming Webhooks or Chat PostMessage; include invoice links.
 3.5. WhatsApp Business API
 • Feature/Setting: Automate sending templated WhatsApp reminders; configure message templates and set recipient number.
 3.6. Gmail API
 • Feature/Setting: Automate sending personalized reminder emails with Gmail API’s ‘users.messages.send’.
 3.7. Outlook 365 API
 • Feature/Setting: Automate scheduled reminder emails via Microsoft Graph API; automate recipient, subject, and body.
 3.8. QuickBooks Online
 • Feature/Setting: Automation using Invoice and Payment APIs to trigger and send reminders based on invoice status.
 3.9. Xero
 • Feature/Setting: Automate triggering of reminder emails by connecting to Xero’s Invoice endpoint for overdue logic.
 3.10. Freshbooks
 • Feature/Setting: Automatically pull invoices and automate reminder emails using Freshbooks API (Invoices and Emails end-points).
 3.11. Zoho Books
 • Feature/Setting: Automate fetching invoice status and schedule emails/SMS using Zoho Books API.
 3.12. Salesforce
 • Feature/Setting: Automated application of Process Builder or Salesforce Flow for automated payment reminders using Email Alerts.
 3.13. HubSpot
 • Feature/Setting: Automate workflows using HubSpot Workflows API — trigger when “invoice due date” reached, send email/SMS.
 3.14. Pipedrive
 • Feature/Setting: Automation via Pipedrive Activities/Email API for reminders when invoice is due/overdue.
 3.15. Stripe
 • Feature/Setting: Automate reminder emails using Stripe’s Invoice webhook for “upcoming” & “overdue” events; connect email/SMS systems.
 3.16. PayPal
 • Feature/Setting: Use PayPal Invoicing API to automate fetching invoice status and trigger reminders by email.
 3.17. Trello
 • Feature/Setting: Automation with Trello API to create reminder cards with due date notifications for staff.
 3.18. Asana
 • Feature/Setting: Automate task creation on invoice status change via Asana API for team tracking overdue accounts.
 3.19. Monday.com
 • Feature/Setting: Automated item creation or status change using Monday.com’s API and automation recipes.
 3.20. Aircall
 • Feature/Setting: Automate outbound calls or voicemail drops as payment reminders via Aircall API, linked to contact/invoice.
 3.21. ActiveCampaign
 • Feature/Setting: Automation using ActiveCampaign automations and API to send scheduled and trigger-based reminders via email/SMS.
 3.22. Zoho CRM
 • Feature/Setting: Automate workflows to email/SMS customers using Zoho CRM’s automation builder and API integration with invoice data.

Benefits

 4.1. Automator dramatically reduces manual effort—no more manual reminders.
 4.2. Automated reminders improve payment timeliness and company cash flow.
 4.3. Automation ensures consistent communication, less risk of missed or late reminders.
 4.4. Automatables improve business reputation with professional and timely outreach.
 4.5. Automating reduces administrative workload, freeing up staff for higher-value tasks.
 4.6. Automatedly track all client communications for compliance and recordkeeping.
 4.7. Flexible automation lets you scale, escalate, and customize to every customer and circumstance.
 4.8. Maintain thorough, auditable logs of automated actions for finance and audit purposes.