Payment reminders and overdue alerts to clients

Purpose

1 Automate sending payment reminders and overdue alerts to clients for air compressor repair services.

2 Reduce manual follow-ups, decrease late payments, and enhance cash flow reliability.

3 Ensure timely customer engagement based on invoice due status using multiple communication channels.

4 Maintain accurate audit trails for compliance and customer service.

Trigger Conditions

1 Invoice generated and sent but marked "Unpaid" after [X] days.

2 Invoice status updates to "Overdue" beyond the payment term.

3 Partial payments made but balance remains.

4 Upcoming due date within [Y] days.

5 Manual flag by accounts team for at-risk or habitual late payers.

Platform Variants

1 Twilio SMS

• Feature/Setting: Programmable SMS; configure API call to send reminder when invoice due in 3 days, status "Unpaid".
  

2 SendGrid

• Feature/Setting: Dynamic Template API; set up transactional email template with due amount and link to pay.
  

3 Slack

• Feature/Setting: Incoming Webhook; post internal alert to accounts channel when client is overdue by 7 days.
  

4 Gmail API

• Feature/Setting: Automated email draft/send; use OAuth2 permission for scheduled messages to client addresses.
  

5 Stripe

• Feature/Setting: Webhook events on "invoice.upcoming" or "invoice.payment_failed"; trigger reminders automatically.
  

6 QuickBooks Online

• Feature/Setting: Reminder automation workflows; use API "Send Invoice" for follow-ups on unpaid status.
  

7 Xero

• Feature/Setting: Invoice reminders workflow via API "GET Invoices" + "POST Email Reminders".
  

8 Zoho Books

• Feature/Setting: Automation rules; trigger "Send Reminder" API on due/overdue invoices.
  

9 Mailgun

• Feature/Setting: API "messages/send"; configure templated payment emails for overdue recipients.
  

10 Microsoft Outlook (Graph API)

• Feature/Setting: SendMail endpoint; trigger message for flagged overdue invoices using service account.
  

11 HubSpot

• Feature/Setting: Workflow automation with "Deal Stage" triggers and Marketing Email API.
  

12 Salesforce

• Feature/Setting: Process Builder or Flow to initiate "Send Email Alert" action on overdue opportunity.
  

13 FreshBooks

• Feature/Setting: Auto-reminder feature in Settings; customize interval and tone per client.
  

14 Braintree

• Feature/Setting: Use webhook handler on failed or missed payments for prompt alerts.
  

15 PayPal

• Feature/Setting: IPN webhook for unpaid/overdue status; send notification via "SendInvoice" API.
  

16 Pipedrive

• Feature/Setting: Workflow "Activities" automation; push email or SMS task when payment is due.
  

17 Trello

• Feature/Setting: Butler automation; create cards for overdue accounts with reminder assignments.
  

18 Monday.com

• Feature/Setting: Automation recipes to notify assigned reps when client payment is late.
  

19 Zendesk

• Feature/Setting: Trigger email to support when invoice is overdue for follow-up.
  

20 WhatsApp Business API

• Feature/Setting: Session message API to send payment reminder template when invoice approaches due date.
  

21 SAP Business One

• Feature/Setting: Payment reminder using Service Layer API and automated workflow notification.
  

22 Wave Accounting

• Feature/Setting: Scheduled invoice reminders via API or settings for recurring overdue notices.
  

Benefits

1 Reduce overdue accounts and improve DSO (days sales outstanding).

2 Improve staff productivity with automated communication and less manual chasing.

3 Boost professionalism with on-schedule, branded reminders across preferred channels.

4 Provide clients with easy payment links and options, increasing on-time payment rates.

5 Ensure every interaction is logged, supporting dispute resolution and compliance.