Financial & Payment ProcessesPurpose
1.2. Automatedly notifies debtors through email, SMS, or in-app messages according to customized schedules and escalation paths.
1.3. Streamline financial follow-up, reducing manual collection efforts and automating compliance with internal payment policies.
1.4. Ensure all payment defaulters receive timely, consistent, and automated reminders across multiple channels.
1.5. Automator integrates overdue payment statuses into financial reports and automates documentation for reconciliation.
Trigger Conditions
2.2. Partial payment recorded and full balance remains outstanding, automating escalation.
2.3. Manual override by admin to initiate overdue notification automation for edge cases.
2.4. Auto-trigger based on changes in student account status from active to delinquent.
2.5. Pre-set schedules for recurring reminders until payment is fully received and logged.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS via Messaging API to overdue contacts.
• Sample Config: API POST to endpoint /Messages with body: recipient, template_message, due_amount.
3.2. SendGrid
• Feature/Setting: Automator triggers transactional email API for overdue payment templates.
• Sample Config: send POST to /mail/send API with dynamic template data for recipient, amount, and payment link.
3.3. Mailchimp
• Feature/Setting: Automated campaign triggered from list segment "Overdue Accounts.”
• Sample Config: Automation builder, set trigger to contact property 'Payment Status = Overdue'.
3.4. Salesforce
• Feature/Setting: Automatable workflow rule for "Invoice Overdue" triggers email task.
• Sample Config: Workflow builder with criteria filter on Opportunity or Invoice 'Due Date < TODAY'.
3.5. Stripe
• Feature/Setting: Invoice reminder automation using the Billing > Subscriptions > Events API.
• Sample Config: Webhook on 'invoice.payment_failed' firing to automated email/SMS modules.
3.6. QuickBooks Online
• Feature/Setting: Automate overdue invoice reminders scheduled via automation center.
• Sample Config: Enable “Auto-invoice reminder,” configure reminders at 1, 7, and 14 days overdue.
3.7. Xero
• Feature/Setting: Automator for invoice reminders using repeating invoice scheduler.
• Sample Config: Set “Invoice reminders” to email every X days post-due date.
3.8. Zoho Books
• Feature/Setting: Automatedly initiate workflow to notify on overdue payment status.
• Sample Config: Create workflow rule for “Invoice Due Date passed,” triggering email/sms.
3.9. HubSpot
• Feature/Setting: Automate task/email generation via workflow for overdue deals or tickets.
• Sample Config: Workflow rule, set enrolment on custom property "Payment Due Date < now".
3.10. FreshBooks
• Feature/Setting: Schedule automatic payment reminders for overdue invoices.
• Sample Config: Auto-reminder settings, define schedule, email copy and escalation logic.
3.11. Microsoft Power Automate
• Feature/Setting: Automate invoice lookup and overdue triggers with Outlook or Teams notification.
• Sample Config: Scheduled flow, filter records 'Due Date < today', auto-send emails.
3.12. Google Workspace (Gmail/Sheets)
• Feature/Setting: Automator links GSheet data (invoice log) to Gmail for personalized reminders.
• Sample Config: Apps Script automation, triggers daily scan and auto-emails on overdue rows.
3.13. Slack
• Feature/Setting: Automated reminders via scheduled Slackbot or Workflow builder for accounting channels.
• Sample Config: Workflow with scheduled trigger, DM account owners with overdue lists.
3.14. Pipedrive
• Feature/Setting: Trigger automatable CRM activities and follow-ups for overdue deals.
• Sample Config: Workflow automation, trigger on custom field "Invoice due < today".
3.15. Intercom
• Feature/Setting: Automated in-app or email reminders to user segments tagged as ‘overdue’.
• Sample Config: Series/automation campaign for "overdue" user tag, push nudge messages.
3.16. ActiveCampaign
• Feature/Setting: Automated campaign starts when contact is added to “payment overdue” list/tag.
• Sample Config: Workflow automator, entry condition “tag is payment-overdue”, send multi-step reminders.
3.17. Zapier
• Feature/Setting: Multi-app automations for triggers in finance SaaS to delivery channels.
• Sample Config: If “invoice overdue” trigger in accounting app, then send email, SMS, or add to CRM task.
3.18. Trello
• Feature/Setting: Create card assigned to finance for manual escalation if payment overdue by X days.
• Sample Config: Automation rule, due date exceeded → card with checklist (call, email, escalate).
3.19. Monday.com
• Feature/Setting: Automates overdue flag on boards, auto-send email or notification to owner/contact.
• Sample Config: Automation, when date arrives and status not paid, notify and email.
3.20. WhatsApp Business API
• Feature/Setting: Automated send payment reminder message to overdue clients.
• Sample Config: POST to /messages with recipient, template, and invoice details.
3.21. Gupshup
• Feature/Setting: Automated WhatsApp or SMS payment reminders via programmable automation.
• Sample Config: Scheduler with contact, templates, variable merge for due date/amount.
Benefits
4.2. Automated reminders improve payment timeliness, lowering bad debt and improving cash flow.
4.3. Automation enforces consistency and reduces manual errors in reminder processes.
4.4. Automating escalation ensures every overdue account receives increased attention over time.
4.5. Automatedly integrates with most financial and CRM systems, providing scalable automatable workflows for beauty schools.