Payment reminders based on due dates

Purpose

1. Automatically send payment reminders to clients based on invoice due dates, minimizing missed payments.

2. Reduce manual effort in tracking payments, ensuring faster cash flow and improved financial discipline.

3. Accommodate multiple notification channels (email, SMS, messaging apps, calls) to increase reminder reach and efficacy.

4. Sync reminders with ERP, accounting systems, or CRM for up-to-date invoice status and customer details.

Trigger Conditions

1. Invoice created with set due date.

2. Invoice status is unpaid as due date approaches (e.g., 7 days, 3 days, 1 day before due).

3. Overdue status detected (immediate trigger or X days overdue).

4. Partial payments—trigger reminders until fully paid.

5. Manual trigger override by staff for customized follow-up.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Twilio Messaging API — configure to auto-send SMS reminders with invoice details on specific dates.
  
• Sample: Schedule a POST call to `/Messages` including dynamic to/from and body fields.
  

2. SendGrid

• Feature/Setting: Use SendGrid Transactional Email API — configure to auto-send templated emails; map dynamic data to invoice and due date fields.
  
• Sample: POST to `/mail/send` with recipient and template_id payload.
  

3. Gmail (Google Workspace API)

• Feature/Setting: Configure `users.messages.send` with OAuth to send personalized emails on trigger.
  
• Sample: Use base64 content encoding, variable mapping for due data.
  

4. Outlook 365

• Feature/Setting: Use Microsoft Graph `/sendMail` endpoint for automated reminder emails to clients with status updates.
  

5. Slack

• Feature/Setting: Use Slack Web API `chat.postMessage` to alert account managers in channel or send DM for high-value overdue clients.
  

6. Microsoft Teams

• Feature/Setting: Graph API `/chats/{chat-id}/messages` to send automated reminder notifications to responsible team.
  

7. WhatsApp Business API

• Feature/Setting: Send automated payment follow-up message templates; schedule and personalize with invoice link.
  

8. Xero

• Feature/Setting: Use Xero API `GET /invoices` for due status and `POST /emails` to trigger reminders directly from Xero.
  

9. QuickBooks Online

• Feature/Setting: QuickBooks API `Query` for invoices with due dates and `SendReminder` endpoint to auto initiate reminder.
  

10. Stripe

• Feature/Setting: Stripe Billing API — use `upcoming.invoice` webhook and configure automatic reminder emails via dashboard or API.
  

11. FreshBooks

• Feature/Setting: FreshBooks API `invoice.list` to identify overdue; `outbound_email.send` for reminders.
  

12. Zoho Books

• Feature/Setting: Use `GET /invoices` to check due status, `POST /invoices/{invoice_id}/email` to send reminder.
  

13. Salesforce

• Feature/Setting: Process Builder or Flow with Email Alert action for records where invoice due approaches.
  

14. Pipedrive

• Feature/Setting: Webhook on invoice due fields; automate via connected mail integration to remind customer on pipeline stage.
  

15. HubSpot

• Feature/Setting: Use Workflow Automation tool; trigger emails based on invoice due property.
  

16. Mailgun

• Feature/Setting: Send transactional emails with REST API; set up scheduled POST call with customer/invoice variables.
  

17. ActiveCampaign

• Feature/Setting: Use 'Automations' feature; trigger follow-up series when invoice due date is reached.
  

18. Telegram

• Feature/Setting: Telegram Bot API `sendMessage` for direct customer or staff alerts about outstanding invoices.
  

19. Zapier

• Feature/Setting: Create trigger on invoice due in connected apps; configure “Send Email” or “Send SMS” action.
  

20. Monday.com

• Feature/Setting: Automations — “When date arrives and status is X, send email/text” on workflow board.
  

21. Intercom

• Feature/Setting: Automated message campaigns conditionally sent to clients with overdue payment tags.
  

22. Zoho CRM

• Feature/Setting: Workflow rules trigger notification via email/SMS when deal-related invoice due.
  

23. ClickSend

• Feature/Setting: Use SMS API to send reminders; sample config to POST to `/sms/send` with dynamic numbers/content.
  

Benefits

1. Cuts down manual payment follow-up and staff intervention.

2. Minimizes late payments and enhances cash flow reliability.

3. Provides multichannel coverage for higher response rates.

4. Scales with business growth—automatically handles large invoice volumes.

5. Maintains professional communication consistency and audit trails.

6. Reduces errors in reminder timing by relying on system triggers.

7. Enhances customer experience through punctual, non-intrusive reminders.

8. Empowers financial managers with improved tracking of outstanding receivables.