Automated supplier payment reminders

Purpose

1.1. Automate supplier payment reminders for Dan Dan noodle restaurant to ensure on-time payments, maintain positive supplier relationships, prevent supply chain disruption, and improve financial workflows.
1.2. Automates identification of due invoices, triggers notifications to responsible staff or suppliers, reducing manual tracking and ensuring compliance.
1.3. Automating these reminders enhances accuracy, operational efficiency, and keeps inventory steady by timely payment confirmations.

Trigger Conditions

2.1. Automate based on invoice due date approaching, as detected in the supplier management or accounting system.
2.2. Automates reminders if no recorded payment received within a defined period (e.g., 3 days before due date).
2.3. Automatedly triggered on change in invoice status, such as "unpaid" after due date passes.
2.4. Automates escalation if prior reminders not acknowledged or payment not marked complete.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS reminders via Twilio programmable SMS API; configure message template, timing, recipient, and status tracking.
3.2. SendGrid
• Feature/Setting: Automated email reminders sent using SendGrid Email API; schedule and personalize via dynamic fields for supplier and invoice.
3.3. Slack
• Feature/Setting: Automator posts automated reminders to a channel or user using Slack Bot API and scheduled messages.
3.4. Microsoft Teams
• Feature/Setting: Automates Teams chat message or channel notification with scheduled or event-based adaptive cards using Teams API.
3.5. Gmail
• Feature/Setting: Configure automated Gmail drafts and sends using Gmail API when invoice due dates are detected.
3.6. Outlook
• Feature/Setting: Automator rules for automated emails via Microsoft Graph API with filtering on supplier invoices.
3.7. Google Sheets
• Feature/Setting: Automated detection of due dates in spreadsheets; triggers custom reminders with Apps Script API.
3.8. QuickBooks Online
• Feature/Setting: Automates reminders and payment tracking using QuickBooks API for supplier invoices nearing due date.
3.9. Xero
• Feature/Setting: Xero’s Invoice API for automating due alert emails and reminders to suppliers; event/condition based.
3.10. SAP Business One
• Feature/Setting: Automates supplier email reminders leveraging the SAP B1 Service Layer or DI-API and workflow triggers.
3.11. Zoho Books
• Feature/Setting: Automated email triggers configured in Zoho Books via workflow rules and API.
3.12. Salesforce
• Feature/Setting: Use Salesforce Process Builder/Flow API to automate in-app or email reminders tied to supplier accounts.
3.13. Trello
• Feature/Setting: Automator posts card comments or notification reminders to boards using Trello API and due dates.
3.14. Asana
• Feature/Setting: Automated task reminders created or updated in Asana via API on supplier payment task dates.
3.15. Monday.com
• Feature/Setting: Automates inbox or notification reminders to team when payment deadlines are approaching, using Monday API.
3.16. FreshBooks
• Feature/Setting: FreshBooks API to detect unpaid bills and auto-send reminders to designated contacts.
3.17. Stripe
• Feature/Setting: Automator utilizes Stripe’s API to scan for upcoming payouts, automates notifications for interim supplier payments.
3.18. Mailgun
• Feature/Setting: Automated email reminders delivered via Mailgun Email API on defined invoice data triggers.
3.19. WhatsApp Business API
• Feature/Setting: Automates WhatsApp payment reminders to verified numbers using WhatsApp Business API template messages.
3.20. HubSpot
• Feature/Setting: HubSpot Workflow API triggers automated task or email reminders for supplier payment deadlines.
3.21. Zoho CRM
• Feature/Setting: Automated CRM record updates or reminders using Zoho’s workflow automation APIs.
3.22. Google Calendar
• Feature/Setting: Automator creates scheduled event reminders for responsible staff using Google Calendar API.

Benefits

4.1. Automated reminders reduce manual labor, saving staff time and minimizing errors.
4.2. Automates supplier communication, improving supplier trust and operational reliability.
4.3. Automating protects inventory flow by preventing delays due to unpaid invoices.
4.4. Automated tracking and escalation ensures no payment is missed, supporting compliance.
4.5. Automator streamlines finance team workflows, providing professional and timely notifications.
4.6. Automating enhances scalability—accommodating business growth without adding manual processes.