Payment reminders before and after due dates

Purpose

1.1. Ensure clients of commercial photographers receive timely payment reminders, reducing late payments and improving cash flow for advertising photography businesses.
1.2. Automate reminders both before and after invoice due dates to minimize manual follow-ups.
1.3. Maintain professionalism in client communications, boosting client retention and protecting business relationships.
1.4. Integrate with various communication and invoicing platforms to streamline financial operations and maintain accurate financial records.

Trigger Conditions

2.1. Invoice creation with set due date.
2.2. Remaining days before due date matches reminder schedule (e.g., 7, 3, 1 day(s) before due).
2.3. Due date arrives with payment still pending.
2.4. Specific period after due date elapses without payment confirmation (e.g., 1, 3, 7 days overdue).
2.5. Optional: Client-specific triggers, e.g., VIP status or high-value invoices.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Messaging API; configure sending automated SMS notices based on invoice dates.
3.2. SendGrid
• Feature/Setting: Schedule transactional email reminders; use the Dynamic Templates API.
3.3. Gmail (Google Workspace)
• Feature/Setting: Set up Apps Script or Gmail API to send periodic email reminders.
3.4. Outlook (Microsoft 365)
• Feature/Setting: Use Power Automate to trigger and send Outlook emails from invoice status.
3.5. Slack
• Feature/Setting: Schedule channel or direct-message reminders using Slack Reminder API.
3.6. QuickBooks Online
• Feature/Setting: Configure payment reminder workflows via API or in-app automation settings.
3.7. Xero
• Feature/Setting: Use their Invoice Reminders feature; customize schedule and content.
3.8. Zoho Invoice
• Feature/Setting: Enable auto-reminders and set intervals and templates through Invoice Reminders API.
3.9. Mailgun
• Feature/Setting: Program automated reminder emails for overdue payments via the Sending API.
3.10. Freshbooks
• Feature/Setting: Automatic Payment Reminders function; set triggers and template for reminders.
3.11. HubSpot CRM
• Feature/Setting: Use Workflow Automation to send scheduled follow-up emails for unpaid invoices.
3.12. Pabbly
• Feature/Setting: Payment Reminder trigger and email task automation for invoicing workflows.
3.13. Stripe
• Feature/Setting: Invoice.payment_failed and Invoice.upcoming events using Stripe Webhooks to trigger notifications.
3.14. PayPal
• Feature/Setting: Set up Invoicing API for sending and updating invoice reminders.
3.15. Salesforce
• Feature/Setting: Workflow Automation for Accounts Receivable reminders via email or SMS.
3.16. Monday.com
• Feature/Setting: Automation to send emails or Slack messages based on due date columns.
3.17. Trello
• Feature/Setting: Butler Power-Up automation to alert card members when payment cards approach due date.
3.18. Pipedrive
• Feature/Setting: Set workflow automations to email contacts tied to unpaid deals.
3.19. Zoho CRM
• Feature/Setting: Set up Workflow Rules to send reminders linked to invoice records.
3.20. WhatsApp Business API
• Feature/Setting: Send templated payment reminders using the Messages endpoint, triggered by due dates.

Benefits

4.1. Reduces manual billing administration, increasing efficiency for commercial photographers.
4.2. Boosts on-time payments and improves cash flow consistency in advertising photography.
4.3. Enhances professionalism and reliability in client communications.
4.4. Scalable across email, SMS, and app messaging platforms to match client preferences.
4.5. Customizable to client type, invoice size, or urgency, maximizing impact while minimizing client friction.
4.6. Ensures comprehensive record-keeping and audit trails of all reminder communications.