Automated reminders for overdue payments

Purpose

1.1. Ensure prompt customer payments, minimize aged receivables, and enhance cash flow for acoustical consulting firms.
1.2. Reduce manual effort in tracking and following up overdue invoices, freeing staff time for billable work.
1.3. Maintain professional client communication by automating gentle and persistent reminders.
1.4. Integrate with accounting, CRM, and communications platforms for seamless financial operations.

Trigger Conditions

2.1. Invoice status marked “overdue” in finance or ERP systems.
2.2. Payment not received N days after the original due date.
2.3. Manual override by finance staff for specific invoices.
2.4. Triggered by workflow actions such as batch invoice runs or monthly reviews.

Platform Variants

3.1. QuickBooks Online
• Function: “Invoice.get”, “Invoice.send” APIs
• Configure scheduled search for overdue; trigger “Invoice.send reminder”
3.2. Xero
• Endpoint: “GET Invoices”, “POST Emails”
• Set up repeating search—send reminder email to contact
3.3. FreshBooks
• Feature: Auto-Late Payment Reminder
• Set automation to trigger at X days overdue
3.4. Zoho Books
• API: "List Invoices", "Send Email Reminder"
• Schedule cron job for overdue logic
3.5. MYOB
• Endpoint: "GET /Sale/Invoice/{id}", "POST /EmailInvoice"
• Configure for daily overdue scan
3.6. Sage Business Cloud
• Module: “Invoices”, Event: “Overdue”
• Automated workflow sends reminder
3.7. Microsoft Dynamics 365 Finance
• Workflow: “Invoice due date passed”
• Trigger “send notification/email” action
3.8. Salesforce
• Object: Custom Invoice, Workflow Rule
• Rule: trigger “Send Email” on status = overdue
3.9. HubSpot CRM
• Workflow: Deal/Invoice overdue property
• Action: send reminder email or task
3.10. Odoo
• Action: Automated follow-up via “Account Follow-Up”
• Configure sequence for overdue flags
3.11. Stripe
• API: “List invoices”, “Send invoice reminder”
• Script to check open, send reminders
3.12. PayPal
• Invoicing API: “GET /invoices”, “remind”
• Schedule to check overdue and call “remind”
3.13. Square
• Feature: Scheduled reminder via Invoices dashboard
• Auto-configure for overdue status
3.14. Intuit (WebConnect)
• Event: “Overdue Invoice”, Action: Notification
• Configure webhook for reminders
3.15. Mailgun
• Endpoint: “messages/send”
• Auto-compose and send payment reminder email
3.16. Twilio SMS
• API: “Messages” endpoint
• Trigger SMS reminder for overdue contacts
3.17. Slack
• Feature: Scheduled workflow or bot message
• Alert team on internal overdue actions
3.18. Google Calendar
• Event: “Overdue Invoice Reminder”
• Auto-create calendar reminder for follow-up calls
3.19. SendGrid
• API: “mail/send”
• Template for overdue payment; automate sending
3.20. Microsoft Outlook 365
• Flow: Power Automate “When overdue invoice detected”
• Action: “Send email to client”
3.21. Zapier
• Trigger: “Invoice becomes overdue”, Action: “Send email/SMS”
• Setup multi-step automation with specific app connectors
3.22. Intercom
• Event-based message for overdue payments
• Trigger in-app or email notification to client
3.23. Monday.com
• Automation: “When invoice status changes to overdue, notify or email contact”
• Set custom workflow for finance board
3.24. Airtable
• Automation: Script or scheduled action
• If record/invoice overdue, trigger reminder email

Benefits

4.1. Consistent and timely client communications reduce payment delays.
4.2. Fewer manual tasks free up staff for more valuable work.
4.3. Integrations keep all parties updated on payment statuses automatically.
4.4. Reduces human error in follow-up and improves financial predictability.
4.5. Customization allows tone/medium/client-specific reminders.
4.6. Full audit trail of communications for compliance and customer service.