Payment due reminders and late payment notifications

Purpose

1.1. Automate payment due reminders and late payment notifications to customers for a camping store, ensuring timely receivables, reducing manual tracking, with real-time, scheduled, and rule-based automating of messaging and alerts for improved cash flow and reduced overdue accounts.
1.2. Automate escalation notifications for chronic late payments, with tracking and integration of payments status from invoicing and POS systems.
1.3. Automates cross-channel reminders (email, SMS, WhatsApp, push notification, in-app notification), providing a seamless, omnichannel experience and maximizing the likelihood of payment on-time.
1.4. Automate historic reporting of late payment trends and receivables aging for management review, integrated into financial dashboards.

Trigger Conditions

2.1. New invoice issued, approaching due date (e.g., 7, 3, 1 days before).
2.2. Invoice marked overdue.
2.3. Recurring period after payment due date (e.g., every 3 days after overdue).
2.4. Payment status updated in financial or POS system (partial/full payment triggers automation to stop reminders).

Platform variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS sending using Messages API. Configure trigger webhook on invoice due events with customer phone mapping.
3.2. SendGrid
• Feature/Setting: Automate email reminders via SendGrid Mail Send API. Configure dynamic templates with personalization fields and automatic scheduling.
3.3. Slack
• Feature/Setting: Automates internal notifications for overdue payments via Slack Incoming Webhooks API.
3.4. WhatsApp Business API
• Feature/Setting: Automate payment reminders with WhatsApp Business API. Configure message templates and automate sending upon invoice events.
3.5. HubSpot
• Feature/Setting: Automate email sequences using HubSpot Workflows with Invoice Due triggers.
3.6. Zoho Books
• Feature/Setting: Automate invoice and payment reminder emails using Zoho Books’ Reminders and Custom Workflow Automation.
3.7. Salesforce
• Feature/Setting: Automates reminders with Salesforce Process Builder and Flow, configured for Opportunity/Invoice due date.
3.8. Mailgun
• Feature/Setting: Automate transactional emails using Mailgun Messages API; configure template and schedule logic from POS data.
3.9. Outlook 365
• Feature/Setting: Automate scheduled email reminders using Outlook 365 Calendar API and automated mail rules.
3.10. Google Workspace (Gmail)
• Feature/Setting: Configure Gmail API to automate payment reminders using Google Apps Script and scheduled triggers.
3.11. FreshBooks
• Feature/Setting: Enable automatic payment reminders using FreshBooks Automated Reminder Settings.
3.12. Xero
• Feature/Setting: Automates email reminders for payments using Xero’s Invoices API and Reminders feature.
3.13. QuickBooks Online
• Feature/Setting: Automate overdue notifications via QuickBooks Workflows and Invoice Reminder Automation.
3.14. Stripe
• Feature/Setting: Automate reminder emails using Stripe Billing API’s invoice.upcoming and invoice.payment_failed webhooks.
3.15. Pipedrive
• Feature/Setting: Automate reminders using Pipedrive Workflow Automation configured on deal stage “Invoice Sent.”
3.16. Tidio
• Feature/Setting: Automate chat-based payment reminders using Tidio Automation Flows and customer contact info.
3.17. Intercom
• Feature/Setting: Automate in-app and email reminders using Intercom Series Automation linked to billing date properties.
3.18. Telegram Bot API
• Feature/Setting: Automate overdue alerts to customers or internal groups using Telegram Bot API with scheduled reminders.
3.19. ClickSend
• Feature/Setting: SMS payment reminders automatable using ClickSend SMS API with dynamic invoice data merges.
3.20. Monday.com
• Feature/Setting: Automate notifications and overdue tasks via Monday Automations and Status Change triggers.
3.21. Microsoft Teams
• Feature/Setting: Automates notification cards for overdue payment accounts using Teams Incoming Webhooks API.
3.22. Shopify
• Feature/Setting: Automate reminder emails and SMS using Shopify Flow and order/invoice data-driven triggers.

Benefits

4.1. Automate time-consuming manual chase, freeing staff for higher value automating activities.
4.2. Reduces overdue accounts, automates consistent follow-ups, and increases payment reliability.
4.3. Automates multi-channel outreach, raising customer responsiveness and improving cash flow.
4.4. Enables data-driven decisions with automatable historic trends and reporting on late payments.
4.5. Ensures error-free, timely notifier automating at scale.
4.6. Builds a more professional brand image with structured, predictable automation.