Payment reminders for outstanding accounts

Purpose

 1.1. Ensure timely payments by automatically reminding customers of outstanding balances related to seafood purchases, catering services, event bookings, or regular dining.
 1.2. Reduce time spent manually pursuing overdue accounts, minimize cash flow gaps, and maintain positive guest-business relationships through professional, consistent reminders.

Trigger Conditions

 2.1. Invoice due date reached with balance unpaid.
 2.2. Customizable grace period after due date expires (e.g., 3–7 days overdue).
 2.3. Event-driven: payment marked overdue by finance team or system.
 2.4. Recurring or scheduled reminders until payment is received.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Messaging API; configure workflow to send SMS when account status is overdue (sample: POST to /Messages endpoint with customer & message details).
 3.2. SendGrid
  • Feature/Setting: Transactional Email API; set up automated email template delivery via POST /mail/send when trigger met.
 3.3. Stripe
  • Feature/Setting: Billing & Invoices Webhook; listen for invoice.payment_failed events, trigger email/SMS reminder.
 3.4. QuickBooks
  • Feature/Setting: Automation rules; set auto-reminder for overdue invoices in Sales > Invoices.
 3.5. Xero
  • Feature/Setting: Invoice reminders setting; automate via email rules (on overdue invoice status).
 3.6. FreshBooks
  • Feature/Setting: Automatic Payment Reminders; configure reminder schedule per client/invoice.
 3.7. Zoho Books
  • Feature/Setting: Workflow Rules > Send Email Notification on overdue event.
 3.8. Salesforce
  • Feature/Setting: Process Builder or Flow to send email/SMS when Account Receivable is overdue.
 3.9. HubSpot
  • Feature/Setting: Workflow automation; trigger email on overdue Invoice property.
 3.10. Mailgun
  • Feature/Setting: Emails via API; POST to /messages with delayed invoice info.
 3.11. PayPal
  • Feature/Setting: IPN/Webhook for failed payments; API call to trigger reminder email.
 3.12. Square
  • Feature/Setting: Invoice Reminders feature in the Dashboard; configure reminder frequency.
 3.13. Microsoft Power Automate
  • Feature/Setting: Scheduled flow using “When a record is updated” (overdue status), then send “Send an email” action.
 3.14. Google Workspace (Gmail API)
  • Feature/Setting: Automated draft and send via Gmail API on invoice overdue event.
 3.15. Slack
  • Feature/Setting: Incoming Webhooks; send internal reminders to finance team for manual outreach.
 3.16. Intercom
  • Feature/Setting: Automated messages; configure rules for overdue payments using user data filters.
 3.17. Monday.com
  • Feature/Setting: Automations; “When Status changes to Overdue, send email”.
 3.18. SAP Business One
  • Feature/Setting: Alerts Management; trigger email/SMS to customers with open invoices.
 3.19. Oracle NetSuite
  • Feature/Setting: Workflow Automation; create workflow for overdue invoice reminders.
 3.20. Pabbly
  • Feature/Setting: Automation workflows; schedule reminder actions when invoice status is overdue.

Benefits

 4.1. Streamlines invoice collection, improving cash flow and financial forecasting.
 4.2. Reduces manual labor and human error with reliable, scalable reminders.
 4.3. Enhances guest relations with prompt, consistent, and customizable communication.
 4.4. Frees up staff/resources to focus on value-added tasks instead of repetitive follow-ups.