Payment reminders for overdue invoices

Purpose

1.1. Automate sending payment reminders for overdue invoices for sandblasting service providers, ensuring clients are promptly notified, reducing late payments, and improving cash flow automatically.
1.2. Automating the invoicing process facilitates consistent communication with clients, minimizes manual follow-ups, and speeds up the collections cycle.
1.3. Provides a scalable automation solution for surface preparation professionals dealing with high invoice volumes to reduce administrative workload and boost revenue recovery.

Trigger Conditions

2.1. Invoice marked as overdue in the accounting or ERP system.
2.2. Specific due date reached with outstanding balance.
2.3. Predefined interval post-due (e.g., 1, 3, 7 days overdue).
2.4. Payment status updated to "unpaid" or "partial" after due date.
2.5. Automated detection of unapplied payments or bounced transactions.

Platform Variants

3.1. QuickBooks Online
- Feature/Setting: Automated Invoice Reminders; Configure under "Sales" → "Reminders" with interval triggers.
3.2. Xero
- Feature/Setting: Invoice reminder e-mails; Enable "Automated Reminders" with set schedules per customer group.
3.3. FreshBooks
- Feature/Setting: Late Payment Reminders; Activate under "Settings" → "Emails" → "Late Payment Reminders".
3.4. Sage Intacct
- Feature/Setting: Automated Collection Notices; Set via "Accounts Receivable" → "Dunning Management".
3.5. Zoho Books
- Feature/Setting: Payment Reminders Rules; Enable in "Reminders" section with custom email templates.
3.6. Stripe
- Feature/Setting: Automated Email Reminders API; Use "Invoice.created" and "Invoice.payment_failed" triggers.
3.7. Square
- Feature/Setting: Automated Invoice Reminders; Select "Auto-Remind Customer" when creating invoice.
3.8. Wave
- Feature/Setting: Automatic Payment Reminders; Activate under "Settings" → "Communications".
3.9. PayPal
- Feature/Setting: Recurring Invoice Reminders; Set in "Manage Invoices" → enable reminders for overdue invoices.
3.10. Microsoft Dynamics 365
- Feature/Setting: Collections Automation Workflow; Configure via "Customer Payment Collections" module.
3.11. Oracle NetSuite
- Feature/Setting: Dunning Letters Automation; Use "Dunning Setup" in "Receivables" and schedule triggers.
3.12. SAP Business One
- Feature/Setting: Payment Reminder Wizard; Automate reminders using "Dunning Wizard" configuration.
3.13. Salesforce
- Feature/Setting: Workflow Rules and Process Builder; Create automation on "Invoice Status" fields.
3.14. HubSpot
- Feature/Setting: Workflow Automation; Trigger action on custom invoice objects, send automated notifications.
3.15. Pabbly Connect
- Feature/Setting: Automated Workflow; Connect accounting tool webhook to email or SMS apps, automate notifications.
3.16. Twilio SMS
- Feature/Setting: Automated SMS Reminders API; Use programmable messaging with schedule trigger.
3.17. SendGrid
- Feature/Setting: Automated Email API; Integrate with accounting data to trigger overdue reminders.
3.18. Mailgun
- Feature/Setting: Email Automation; Use transactional email API with event-based triggers.
3.19. Slack
- Feature/Setting: Workflow Builder; Automate overdue invoice alerts to internal team channels.
3.20. Google Workspace
- Feature/Setting: Apps Script Automation; Scheduled script reads Sheets and sends automated reminder emails.
3.21. Monday.com
- Feature/Setting: Automation Recipes; Trigger status change on invoice item to send reminders.
3.22. Zapier
- Feature/Setting: Automated Workflow; Connect invoice apps to email/SMS to automate escalation.
3.23. Airtable
- Feature/Setting: Automations; Configure records update trigger for overdue and email reminder workflows.
3.24. Odoo
- Feature/Setting: Automated Actions; Set invoice state triggers for reminder emails.

Benefits

4.1. Automates repetitive reminder tasks, freeing staff for higher-value work.
4.2. Speeds up collections, improves working capital, and automates cash flow management.
4.3. Enhances customer professionalism with timely, reliable, automated communication.
4.4. Reduces administrative errors, missed follow-ups, and disputes through automated tracking.
4.5. Provides scalability for growing sandblasting businesses via fully automatable invoice management.