Sending payment reminders to clients

Purpose

1.1. Automate the process of sending timely payment reminders to clients to ensure prompt invoice settlement, maintain cash flow, and reduce manual follow-up in agricultural services.
1.2. Notify clients through multiple channels (email, SMS, chat, voice) based on overdue invoices, upcoming due dates, or partial payments, specific to field services within agriculture.
1.3. Enhance financial discipline and reporting accuracy for professional agricultural service providers.

Trigger Conditions

2.1. Invoice due date approaching (e.g., 3 days before due).
2.2. Invoice overdue by defined periods (1, 7, 14 days post-due).
2.3. Partial payment received but full amount outstanding.
2.4. Custom schedule or client-segmented reminder policies.
2.5. Upon invoice status update within financial or ERP platform.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "SendMessage" API; configure to send SMS using client phone field from CRM.
3.2. SendGrid
• Feature/Setting: Use "Mail Send" endpoint; input client email, dynamic invoice data in template fields.
3.3. Slack
• Feature/Setting: Use "chat.postMessage" API; send reminders to a channel/user for internal follow-up.
3.4. Gmail API
• Feature/Setting: Use "users.messages.send"; authenticate and format reminder with invoice details.
3.5. Outlook (Microsoft Graph)
• Feature/Setting: "sendMail" action; set up with recipient, subject, and invoice merge fields.
3.6. WhatsApp Business (Cloud API)
• Feature/Setting: Use "messages" endpoint; send templated reminders using client WhatsApp numbers.
3.7. QuickBooks
• Feature/Setting: "Send Invoice Reminder" (via Invoices API); initiate based on due status.
3.8. Xero
• Feature/Setting: Utilize "Email Reminders" feature; or call "Invoices" API for custom triggers.
3.9. Zoho Books
• Feature/Setting: "Send Payment Reminder" from "Invoices" API; automate using invoice status check.
3.10. FreshBooks
• Feature/Setting: "Send Automatic Payment Reminders"; enable and set rules via webhooks or API.
3.11. Stripe
• Feature/Setting: "Create Invoice Reminder" via "Invoice" API; configure event-based reminders.
3.12. PayPal
• Feature/Setting: "Send Invoice Reminder" function in Invoicing API based on overdue data.
3.13. Salesforce
• Feature/Setting: Process builder with "Send Email" action; trigger by opportunity/invoice stage.
3.14. HubSpot
• Feature/Setting: "Workflows" with "Send Email" and delay-until trigger on invoice objects.
3.15. Pipedrive
• Feature/Setting: Use "Activities" with automation triggers; send reminder via integrations.
3.16. Mailgun
• Feature/Setting: "Messages" API; populate client email from CRM for transactional reminders.
3.17. SMSGlobal
• Feature/Setting: "Send SMS" API; input phone/invoice from financial platform integration.
3.18. Intercom
• Feature/Setting: "Send Message" to user API; auto-prompt clients via in-app chat about invoices.
3.19. Zoho CRM
• Feature/Setting: Workflow automation; trigger "Send Email/SMS" on overdue invoice record.
3.20. Monday.com
• Feature/Setting: Automations with Gmail/Outlook/SMS actions; custom trigger on invoice items.
3.21. Trello
• Feature/Setting: Use PowerUps/integrations to trigger notifications or email via due-date cards.
3.22. Google Sheets + Apps Script
• Feature/Setting: Time-driven trigger to check due dates and send emails via "MailApp.sendEmail."

Benefits

4.1. Reduces manual administrative workload and human error.
4.2. Accelerates payment cycles; enhances cash flow.
4.3. Provides audit trails of all reminder communications.
4.4. Layers multi-channel client communication for higher reach.
4.5. Adapts to complex invoice and reminder policies unique to agricultural field services.