Purpose
1.1. Ensure timely revenue by automating reminders and follow-ups for customers with outstanding or partially completed payments for air compressor repair services.
1.2. Reduce manual administrative workload and eliminate missed follow-up opportunities.
1.3. Improve cash flow, client communication, and overall payment compliance.
1.4. Allow field and office staff to focus on repairs and customer service instead of chasing overdue invoices.
1.5. Integrate existing CRM, invoicing, and communication systems for seamless workflow.
Trigger Conditions
2.1. Invoice marked “unpaid” or “partially paid” after service completion.
2.2. Payment not received after specific period (e.g., Net 7, 15, or 30 days).
2.3. Partial payment received, remainder outstanding.
2.4. Customer email, phone, or SMS on record.
2.5. Specified business hours or escalation rules.
Platform Variants
1. Twilio SMS
• Feature/Setting: Programmable SMS — Configure workflow to send payment reminder SMS; e.g., use "Messaging Services" and schedule using "Twilio Functions".
2. SendGrid
• Feature/Setting: Email API — Automate personalized payment reminders with dynamic templates triggered by unpaid invoices.
3. Stripe
• Feature/Setting: Stripe Billing — Use customer.subscription.updated webhook to detect non-payment and trigger automated emails.
4. QuickBooks Online
• Feature/Setting: Invoice API — Set up webhooks on the "Invoice" resource and trigger reminders via email/SMS when status is not “Paid” after due date.
5. Xero
• Feature/Setting: Invoices endpoint — Use GET Invoices and poll for “AUTHORISED” status past due; trigger external comms via connected service.
6. Zoho Books
• Feature/Setting: Automation Workflow Rules — Monitor overdue invoices and use “Send Email” or “Webhooks” actions.
7. Mailgun
• Feature/Setting: Messages API — Automate custom email follow-ups using scheduled batch jobs.
8. Slack
• Feature/Setting: Incoming Webhooks — Notify internal team channels about overdue payments for manual follow-up or escalation.
9. Salesforce
• Feature/Setting: Process Builder — Create flows that send reminders to clients or alert reps based on Invoice "Status" field.
10. FreshBooks
• Feature/Setting: Event-based Triggers — When invoice becomes overdue, send templated email using FreshBooks Email API.
11. HubSpot
• Feature/Setting: Workflows Automation — Trigger follow-up email or task on unpaid invoices pulled via HubSpot Payments or external connector.
12. PayPal
• Feature/Setting: Webhooks — MONITOR.INVOICE.UNPAID event triggers follow-up email or SMS via external email/SMS provider.
13. Microsoft Outlook (via Microsoft Graph)
• Feature/Setting: Calendar Event & Mail API — Schedule and send follow-up emails at preset intervals.
14. Google Workspace (Gmail)
• Feature/Setting: Apps Script Triggers — Script checks Google Sheets or external DB for unpaid invoices, then auto-sends Gmail reminders.
15. WhatsApp Business API
• Feature/Setting: Message Template — Send payment prompt through WhatsApp to customers tied to phone numbers on file.
16. Pipedrive
• Feature/Setting: Activity Automation — Auto-create tasks or send reminders based on deal/payment stage.
17. Monday.com
• Feature/Setting: Custom Automations — Set up scheduled reminders using payment status columns; trigger email/SMS on “Overdue”.
18. Zapier
• Feature/Setting: Multi-step Zaps — Trigger reminder workflow when integrated invoice app marks status as overdue.
19. Intercom
• Feature/Setting: Custom Bots & Messages — Trigger personalized follow-ups based on user segments with unpaid invoices.
20. ClickSend
• Feature/Setting: SMS API — Schedule and send payment reminders by SMS when feed from invoicing system shows “unpaid”.
21. ActiveCampaign
• Feature/Setting: Automated Workflows — Set conditions for overdue payments and trigger email/SMS reminders to client.
22. DocuSign
• Feature/Setting: Envelope Status Webhook — Notify via email/SMS when payment authorization documents go unsigned.
23. Pabbly
• Feature/Setting: Connect API — Create automated sequences based on payment status triggers from invoicing platforms.
Benefits
4.1. Guarantees prompt and consistent follow-up with every overdue or incomplete payment.
4.2. Shortens payment cycles and minimizes manual tracking.
4.3. Seamless integration with popular financial and communication platforms.
4.4. Keeps customers informed and reduces forgetfulness or overlooked invoices.
4.5. Allows flexible escalation (SMS, email, call, human intervention) according to business needs.
4.6. Enhances professionalism and client experience through timely, branded communication.
Invoicing & Payment Processing