Invoice, Payment, and Follow-UpPurpose
1.2. Reduce manual follow-up, minimize missed payments, and maintain professionalism in communications.
1.3. Log all reminder activity for audit, compliance, and potential customer dispute resolution.
1.4. Enable seamless multi-channel (SMS, email, phone, chat) reminders tailored to client preferences and urgency of past-due status.
1.5. Integrate reminders into broader accounting and CRM ecosystem for unified workflow management specific to air conditioning repair services.
Trigger Conditions
2.2. Predefined time interval since the due date lapses (e.g., 1, 7, 14 days).
2.3. Customer contact data available and deliverability confirmed.
2.4. Invoice value exceeds threshold (optional).
2.5. No record of payment received or partial payment logged.
Platform Variants
• Feature/Setting: "Overdue Invoice Webhook" – configure webhook to notify when invoices change status to overdue.
3.2. Xero
• Feature/Setting: "Invoices API – GET /invoices?status=OVERDUE" – schedule regular polling and trigger reminders.
3.3. FreshBooks
• Feature/Setting: "Automated Reminders" – enable and customize sequence, content, and frequency.
3.4. Zoho Books
• Feature/Setting: "Payment Reminder Workflow Rule" – define automated rules for overdue statuses.
3.5. Sage Business Cloud Accounting
• Feature/Setting: "Invoice Reminder Email Template" – activate and personalize the overdue template.
3.6. Stripe
• Feature/Setting: "Invoice.payment_failed webhook" with automated follow-up via Stripe Billing API.
3.7. PayPal
• Feature/Setting: "Invoices API – List Invoices with status=UNPAID|PARTIALLY_PAID" – script reminders on poll.
3.8. Square
• Feature/Setting: "Invoices API – Subscription Webhook" for overdue triggers, integrate with SMS/email service.
3.9. HubSpot CRM
• Feature/Setting: "Workflow Automation" – trigger workflow when custom invoice property is overdue.
3.10. Salesforce
• Feature/Setting: "Process Builder" or "Flow Builder" – automate reminders from custom objects.
3.11. Microsoft Dynamics 365
• Feature/Setting: "Power Automate (Flow) – Trigger on invoice entity update to overdue."
3.12. Twilio SMS
• Feature/Setting: "Programmable Messaging API" – send SMS when trigger fired; include invoice and payment link.
3.13. ClickSend
• Feature/Setting: "SMS API" – automated batch or single SMS with customizable message body.
3.14. SendGrid
• Feature/Setting: "Mail Send API" – auto-send custom reminder emails with embedded invoice and pay-through link.
3.15. Mailgun
• Feature/Setting: "Messages API" – configure event-based transactional emails for payment chases.
3.16. Slack
• Feature/Setting: "Incoming Webhook" or "Bot Message" – alert internal team on persistent overdue cases.
3.17. Gmail API
• Feature/Setting: "Users.messages.send" – automated follow-up emails sent directly from corporate account.
3.18. Outlook 365
• Feature/Setting: "Send Email (V2)" via Microsoft Graph API or Power Automate for reminders.
3.19. Pipedrive
• Feature/Setting: "Activities Automation" – trigger and log follow-up actions on overdue invoices.
3.20. Intercom
• Feature/Setting: "Outbound Messages API" – push reminder via chat or in-app notification to customers.
3.21. WhatsApp Business API
• Feature/Setting: "Template Messages" – send approved reminder templates for invoice follow-up.
3.22. Telegram Bot API
• Feature/Setting: "sendMessage" – direct customer communication for overdue notification.
3.23. ActiveCampaign
• Feature/Setting: "Automation" – email or SMS sequence triggered on overdue property.
3.24. Zoho CRM
• Feature/Setting: "Workflow Rules – Trigger Email/SMS Alerts" on overdue invoice field.
Benefits
4.2. Streamlines back-office team workload, lowering follow-up labor costs.
4.3. Enhances customer experience with professional, timely, and consistent communication.
4.4. Improves record-keeping and transparency for audit, reporting, and regulatory compliance.
4.5. Provides flexible, multi-channel outreach adapting to client contact preferences for the HVAC industry.