Escalation of overdue payments to finance

Purpose

1.1. Ensure overdue payment cases are promptly escalated to finance, reducing unpaid invoices, improving cash flow, and maintaining compliance with MRO client contractual terms.
1.2. Automate detection, notification, and escalation of overdue payments without manual tracking, ensuring transparent and accountable financial operations in aviation MRO workflows.

Trigger Conditions

2.1. Invoice marked as overdue in accounting or ERP system.
2.2. Lack of payment after a defined time (e.g., 30, 60, 90 days past due date).
2.3. No response to initial reminders within pre-set timeframes.

Platform Variants

1. Salesforce

• Feature: Flow Builder — create workflow triggering on invoice “overdue” field status.
• Sample: Configure “Process Builder → Update Records → Notify Finance Queue”.

2. Microsoft Power Automate

• Feature: Automated Cloud Flow — monitor Dynamics 365; trigger condition: “invoiceStatus = overdue”.
• Sample: Action “Send approval to Finance group”.

3. HubSpot

• Feature: Workflows Automation — trigger sequence for overdue deal stage updates.
• Sample: “If Deal property: Invoice Status = Overdue → Email Finance Team”.

4. QuickBooks Online

• Feature: Workflow Automation — trigger custom Task creation on overdue invoice.
• Sample: “New Invoice Overdue → Create Task for Finance”.

5. Xero

• Feature: Invoice Reminders and Webhooks — set webhook for overdue events.
• Sample: “Trigger webhook → Email notification to Finance”.

6. SAP ERP

• Feature: SAP Business Workflow — escalation step for overdue invoices.
• Sample: “Condition: BSEG-ZFBDT < SY-DATUM → Forward to FI_AP_TEAM”.

7. Oracle NetSuite

• Feature: SuiteFlow — define escalation workflow for overdue invoices.
• Sample: “Trigger: Invoice.status = Overdue → Notify Finance Role”.

8. FreshBooks

• Feature: Automated Reminders API — trigger to send email/slack to finance team.
• Sample: “POST /api/v1/reminders/escalate”.

9. Zoho Books

• Feature: Workflow Rules — trigger when invoice becomes overdue.
• Sample: “If ‘Overdue’ → Email Alert to Finance”.

10. Slack

• Feature: Incoming Webhook API — send message to #finance channel.
• Sample: “POST /api/webhook → Text: ‘Overdue invoice escalated’”.

11. Microsoft Teams

• Feature: Connector & Adaptive Cards — send actionable message to finance team channel.
• Sample: “Trigger Card Post: ‘Invoice 123 overdue, review required’”.

12. Gmail

• Feature: Scheduled trigger with Gmail API — send escalation emails.
• Sample: “POST /gmail/v1/users/me/messages/send” with custom template.

13. Outlook

• Feature: Flow – Create email draft for overdue escalation.
• Sample: “Send Email from shared mailbox [email protected]”.

14. Twilio SMS

• Feature: Programmable SMS API — text message to finance manager.
• Sample: “Send SMS: ‘Invoice overdue, immediate action needed’”.

15. SendGrid

• Feature: Marketing Campaigns API — create escalation email series.
• Sample: “POST /v3/mail/send” for escalation templates.

16. ServiceNow

• Feature: Flow Designer — cause record creation for overdue escalation.
• Sample: “Create Incident: Category ‘Finance Escalation’”.

17. Jira Service Management

• Feature: Automation Rules — create ticket when invoice overdue.
• Sample: “If field = overdue → Create Issue (Type: Finance Escalation)”.

18. Asana

• Feature: Rules — auto-task to finance when trigger met.
• Sample: “If Custom Field: Overdue = true → Assign to Finance Lead”.

19. Monday.com

• Feature: Automation Recipes — notify and assign finance team.
• Sample: “When status changes to Overdue → Notify team & create task”.

20. Zendesk

• Feature: Trigger — escalate overdue invoices to finance ticket queue.
• Sample: “If invoice tag = overdue → Route to Finance group”.

21. Aircall

• Feature: Workflow integrations — phone reminders for finance managers.
• Sample: “Trigger call on overdue escalation”.

22. DocuSign

• Feature: Reminders API — escalate requests for payment sign-off to finance.
• Sample: “Trigger DocuSign workflow for overdue collection”.

Benefits

4.1. Accelerates collections and minimizes aging receivables.
4.2. Ensures all overdue cases receive timely finance action, reducing risk of revenue loss.
4.3. Eliminates manual monitoring, freeing staff for core MRO operations.
4.4. Strengthens audit readiness and compliance for aviation finance requirements.
4.5. Offers scalable notification coverage (email, SMS, tickets, calls) for diverse team preferences.