Automated accounts receivable and reminders for unpaid invoices

Purpose

1.1. Automate the end-to-end process of accounts receivable management for carpet wholesalers in the textiles industry.
1.2. Automating invoice monitoring, customer follow-ups, overdue reminders, and escalation for unpaid invoices.
1.3. Seamlessly automate repetitive tasks, minimize manual intervention, and ensure cash flow consistency through automated notifications and collection routines.

Trigger Conditions

2.1. Automatedly detect unpaid invoice status in ERP or accounting software after “due date” assigned.
2.2. Set automation to initiate for invoices not marked “paid” after X days past due.
2.3. Automate escalations if invoices remain unpaid after N reminders/time.
2.4. Trigger workflows when payment received and automatically stop reminders.

Platform Variants

3.1. QuickBooks Online
• API: automate with “Invoice.list”, “Payment.list” endpoints; trigger reminders on invoice.status = “overdue”
3.2. Xero
• API: automate using “GET Invoices”; check Invoice.DueDate < today & Status=‘AUTHORISED’ or ‘OVERDUE’
3.3. Stripe
• API: automate with “GET /v1/invoices?status=open”; trigger when invoice.due_date < current_date
3.4. Zoho Books
• API: automate with “Invoices API - GET /invoices?status=overdue”
3.5. FreshBooks
• Function: automate via “List Invoices” and automate scheduled reminders using “Auto-bill & Late Payment Reminders”
3.6. SAP Business One
• Module: automate using “A/R Invoice Monitoring”, OINV table triggers
3.7. Microsoft Dynamics 365 Business Central
• Trigger: automate with “V2.0 API - GET /salesInvoices” and automate email reminders
3.8. Oracle NetSuite
• SuiteScript: automate scheduled searches on “Transaction” for overdue invoices, automate “Email” action
3.9. Sage Intacct
• API: automate with “ARINVOICE” object; automate workflow when “due_date < today & status < paid”
3.10. Wave
• API: automate with “Invoices query” for overdue invoices and “Send Email Reminder”
3.11. Odoo
• Function: automate with “account.move” triggers, automate email templates for overdue payments
3.12. Salesforce
• Process Builder: automate on “Opportunity or Invoice object” status change, automate outbound emails
3.13. Google Sheets
• Feature: automate with “Apps Script” to check invoice list, automate sendEmail() for reminders
3.14. Airtable
• Automation: automate with “When record matches conditions” (e.g., Due < TODAYS_DATE), automate send email action
3.15. HubSpot
• Workflow: automate on “Deal/Invoice property” overdue status, automate email/SMS via integrations
3.16. Twilio SMS
• API: automate “POST /Messages” to send SMS reminder to customer for overdue payment
3.17. SendGrid
• API: automate with “mail/send” to automate bulk or personalized overdue invoice reminders
3.18. Mailgun
• API: automate with “/messages” endpoint to automate reminder emails for unpaid invoices
3.19. Slack
• API: automate “chat.postMessage” to internal finance team when account is overdue
3.20. Microsoft Teams
• Automation: automate message to designated channel/advisor on overdue invoice detection
3.21. Monday.com
• Automation: automate deadline-based notifications from item (invoice) status
3.22. Pipedrive
• Workflow: automate with “Deal rotting” for invoice follow-ups, automate Mail/Teams/SMS integrations
3.23. Zapier
• Integration: automate triggers and actions between ERP, email, and SMS for full accounts receivable automation

Benefits

4.1. Automates follow-up and reminders, reducing overdue balances for wholesale carpet distributors.
4.2. Automator ensures faster cash inflow by automating escalation and follow-up on unpaid invoices.
4.3. Automatable process minimizes staff workload and automates tracking of outstanding debts.
4.4. Automated notifications improve professionalism and customer experience in collections.
4.5. Automating the entire receivable cycle streamlines finance operations and supports scalability.