Automated reminders for overdue payments

Purpose

1.1. Ensure timely collection of overdue payments related to services/experiences in animal watering holes within hospitality; support regulatory and cashflow objectives; automate notifications for guests who have missed payment deadlines for farm-stay fees, pet services, or related bookings; minimize manual chasing and error; enhance compliance and financial predictability.

Trigger Conditions

2.1. Payment status in booking/CRM becomes "overdue".
2.2. Invoice aging surpasses predefined threshold (e.g., Net 15/30 days).
2.3. Cancellation or suspension events due to non-payment.
2.4. Failed payment attempt recorded in POS or accounting system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "Programmable Messaging" API; setup trigger: payment overdue; configure recipient and message content with booking reference.
3.2. SendGrid
• Feature/Setting: Use "Mail Send" v3 API; template for overdue reminder; inject customer/payment info dynamically.
3.3. Slack
• Feature/Setting: "chat.postMessage" API; direct post to internal finance channel on overdue event.
3.4. Gmail
• Feature/Setting: "Gmail API" send mail method; auto-generate, send reminder to customer email.
3.5. Outlook 365
• Feature/Setting: "SendMail" Graph API; trigger from overdue status, auto-fill content.
3.6. Microsoft Teams
• Feature/Setting: "Create chatMessage" Graph API; alert accounting group on overdue.
3.7. QuickBooks Online
• Feature/Setting: "Create Invoice" or "Send Reminder" endpoint on overdue; automate reminder emails.
3.8. Xero
• Feature/Setting: "invoice.reminder.send" API; send reminder for unpaid invoice.
3.9. Zoho Books
• Feature/Setting: "Send Invoice Reminder" API; triggers for overdue invoices.
3.10. Stripe
• Feature/Setting: "Invoice finalized" webhook, trigger "Send reminder email" via dashboard or API.
3.11. PayPal
• Feature/Setting: "Invoices API - Remind" function; send scheduled reminder.
3.12. FreshBooks
• Feature/Setting: "Invoice Reminder" automatic reminder rules; set up per client/booking.
3.13. Salesforce
• Feature/Setting: "Process Builder" or "Flow" to trigger email/SMS via API when status=overdue.
3.14. HubSpot
• Feature/Setting: "Workflows" automation; send email reminder or trigger API action when deal payment overdue.
3.15. Mailgun
• Feature/Setting: "Messages API"; send targeted overdue notifications using prebuilt template.
3.16. WhatsApp Business API
• Feature/Setting: "Send Message" endpoint; automated payment reminders to verified customers.
3.17. Pipedrive
• Feature/Setting: "Activities API"; auto-create task/email for overdue payments.
3.18. Monday.com
• Feature/Setting: "Automations" and "Notifications" modules; trigger overdue workflow to assignees.
3.19. BambooHR
• Feature/Setting: "Custom Alerts" for employee reimbursements or advances overdue.
3.20. Google Calendar
• Feature/Setting: "Create Event" API; insert overdue reminder event for financial team.
3.21. Zendesk
• Feature/Setting: "Tickets API/Reminders" action for overdue payment follow-up.
3.22. Asana
• Feature/Setting: "Tasks API"; generate overdue payment follow-up task to responsible user.
3.23. Intercom
• Feature/Setting: "Outbound Messages" API, send payment reminders to users with overdue status.

Benefits

4.1. Reduces manual chasing and improves team efficiency.
4.2. Minimizes missed revenue and enforces payment discipline.
4.3. Increases guest satisfaction and professionalism of the experience.
4.4. Fulfills legal/compliance duties for timely accounts receivable follow-up.
4.5. Offers consistent, documented communications for audit and dispute resolution.