Supplier payment reminders

**Purpose**

1.1. Enables automated reminders to suppliers for pending or upcoming payments, ensuring timely settlement and maintaining strong supplier relationships.
1.2. Automates the tracking of invoice due dates, pending bills, and sends repeated alerts at set intervals until payment is confirmed.
1.3. Reduces manual intervention, automates escalation workflows for overdue payments, and centralizes all payment-reminder tasks for a Paan shop’s inventory and supplier management.
1.4. Automating reminders avoids stock interruption due to payment delays and improves supplier trust and business continuity.

**Trigger Conditions**

2.1. Invoice due date approaching as detected in accounting or inventory software.
2.2. Payment overdue status flagged by ERP or POS system.
2.3. Manual trigger by store owner or auto-trigger based on payment status update.
2.4. Scheduled interval trigger (e.g., 3 days before due date, on due date, and 2 days after if unpaid).
2.5. Automated detection of unmatched payment entries.

**Platform Variants**

3.1. **Twilio SMS**
- Feature/Setting: Automate SMS dispatch using Message API; set up template message with variables for supplier, amount, and due date.
3.2. **SendGrid**
- Feature/Setting: Use Transactional Email API to automate payment reminder emails; connect to accounts database to fill in dynamic fields.
3.3. **Slack**
- Feature/Setting: Automates sending reminders to a supplier channel using Slack Incoming Webhooks, triggered by payment status updates.
3.4. **WhatsApp Business API**
- Feature/Setting: Automates WhatsApp notification configuration; utilize “messages” endpoint with payment reminder templated content.
3.5. **Trello**
- Feature/Setting: Card automation in “Supplier Payments” board, due date triggers, and configurable automator using Butler for reminder comments.
3.6. **Microsoft Teams**
- Feature/Setting: Automate channel messages using Teams Connector API based on due dates tracked in Excel or SharePoint.
3.7. **Outlook 365**
- Feature/Setting: Automated email reminder using Power Automate, triggers based on dates from a linked spreadsheet.
3.8. **Google Sheets**
- Feature/Setting: Use Google Apps Script or Triggers to automate email or SMS based on date calculations.
3.9. **Xero**
- Feature/Setting: Automate reminder emails using Xero’s “Automated Invoice Reminders” settings; API access for custom notification scheduling.
3.10. **QuickBooks Online**
- Feature/Setting: Automator setup for “Send Invoice Reminders” in QuickBooks Workflow Automation; customizable frequency.
3.11. **Zoho Books**
- Feature/Setting: Invoice reminder automation using Zoho Books’ workflow rules and “sendReminder” API endpoint.
3.12. **FreshBooks**
- Feature/Setting: Automated reminder configuration in client invoice settings or via Invoice Reminder API endpoint.
3.13. **PagerDuty**
- Feature/Setting: Automates incident creation for overdue payment using Events API; notification escalation policy setup.
3.14. **Discord**
- Feature/Setting: Automator sends reminders into supplier-specific Discord channels using Discord Webhooks API.
3.15. **Zendesk**
- Feature/Setting: Automated ticket creation for pending payments with Ticket API and scheduled triggers for reminders.
3.16. **HubSpot**
- Feature/Setting: Workflow automation to send reminder emails or texts via HubSpot Workflow API, tied to invoice statuses.
3.17. **Mailgun**
- Feature/Setting: Automated payment reminders via “Messages” API; send emails to suppliers on schedule.
3.18. **Amazon SES**
- Feature/Setting: Automates custom email reminders using SendRawEmail API according to due date logic.
3.19. **SMSGlobal**
- Feature/Setting: Automates SMS payment reminders through REST API, payload includes dynamic invoice and due date info.
3.20. **SAP Business One**
- Feature/Setting: Automate payment reminder workflow using Service Layer API, configures delivery rules based on due invoices.
3.21. **Odoo**
- Feature/Setting: Reminder automation via Scheduled Activities and Mail Templates; Odoo API for triggering alerts.
3.22. **Airtable**
- Feature/Setting: Automates email or SMS reminders with Automation feature, triggered by date fields.

**Benefits**

4.1. Fully automates repetitive reminder communications to minimize human error.
4.2. Ensures no payment deadlines are missed via multichannel automated alerts.
4.3. Automator integrations reduce manual tracking tasks, freeing staff for other duties.
4.4. Enhances efficiency and reliability in supplier relationships through automation.
4.5. Automation provides tracking and escalation logs for compliance and audit.
4.6. Store owners benefit from automating entire payment follow-up process, increasing on-time payments and business continuity.