Invoicing, Payment, and Financial ManagementPurpose
1.2. Reduce missed payments and minimize administrative burden on financial staff by automating follow-up and escalation protocols.
1.3. Ensure regulatory compliance by accurately tracking payment timelines and communications for audit readiness in metalwork service contracts.
Trigger Conditions
2.2. Scheduled cron or webhook event detects unpaid invoices past X days overdue.
2.3. Customer or invoice tags match criteria for escalation (e.g., high-value account, repeat late payer).
2.4. Manual override or exception marking by finance officer.
Platform Variants
3.1. QuickBooks Online
• Feature/Setting: Use the “Invoice Overdue” webhook or trigger in API; configure endpoint to send alert upon status change.
3.2. Xero
• Feature/Setting: API trigger “GET Invoices” with filter Status=‘OVERDUE’; schedule checks daily for flagged invoices.
3.3. FreshBooks
• Feature/Setting: Webhook for “Invoice Overdue” event; configure alert email and SMS to accounting staff and customer.
3.4. Zoho Books
• Feature/Setting: API trigger “getInvoices” with status filter; set custom function for overdue rule activation.
3.5. Sage Business Cloud Accounting
• Feature/Setting: Webhook for “overdue invoice” event; triggers notification workflow to email or SMS gateway.
3.6. Wave
• Feature/Setting: API “invoice overdue” webhook; connect to email/Slack for internal alert.
3.7. Microsoft Dynamics 365 Finance
• Feature/Setting: Automated workflow using Power Automate; trigger flow on overdue status in invoices entity.
3.8. SAP Business One
• Feature/Setting: Alert Management (Query type); set to trigger SAP internal messages and external emails.
3.9. Oracle NetSuite
• Feature/Setting: Saved search for overdue invoices; scheduled script triggers alert and logs activity.
3.10. Odoo
• Feature/Setting: Automated Action with “Invoice is overdue” condition sends email/notification.
3.11. Salesforce
• Feature/Setting: Workflow Rule or Flow Builder for overdue invoice objects initiates alert sequence.
3.12. HubSpot
• Feature/Setting: Custom workflow with trigger: invoice expiry, sends automated messaging via email/SMS.
3.13. Stripe
• Feature/Setting: Webhook “invoice.payment_failed”; triggers alert email to customer and finance team.
3.14. PayPal
• Feature/Setting: Instant Payment Notification (IPN) on failed payment, link to notification routine.
3.15. Square
• Feature/Setting: Webhook “invoice.updated” with overdue status; triggers notification.
3.16. Twilio SMS
• Feature/Setting: Configure messaging API to send SMS alert to customer phone on overdue trigger.
3.17. SendGrid
• Feature/Setting: Email API configured to dispatch payment reminders to customer’s email.
3.18. Slack
• Feature/Setting: Configure Incoming Webhook or bot to send channel alert for finance team.
3.19. Microsoft Teams
• Feature/Setting: Use connector API or Flow to push overdue alerts to finance channel.
3.20. Gmail/Outlook
• Feature/Setting: Script or add-in reads overdue trigger and sends templated alert email.
3.21. Mailgun
• Feature/Setting: Email API to deliver custom payment reminders as transactional email.
3.22. Zendesk
• Feature/Setting: Trigger creation of support ticket on overdue alert for collections tracking.
3.23. Monday.com
• Feature/Setting: Automation to create/update board item and notify relevant assignees.
3.24. Airtable
• Feature/Setting: Scheduled automation or script finds overdue records and emails clients.
3.25. Trello
• Feature/Setting: Automation cards for overdue payment alerts, notifies assigned team members.
Benefits
4.2. Cuts down manual tracking, saving administrative time and cost.
4.3. Ensures consistent, professional communication for brand reliability.
4.4. Enables timely escalations for critical overdue cases, reducing financial risk.
4.5. Provides clear audit trail of contact attempts and payment status for compliance purposes.