Payment reminders via SMS/email until paid

Purpose

1. Automate sending invoice payment reminders via SMS/email to clients of glass repair services to ensure timely payments and improve cash flow management.

2. The automation reduces manual chasing, escalates overdue notices, and provides compliance with documented communication efforts aligned with industry regulations.

3. Automates escalation paths with increasing urgency and can integrate with payment gateways to update status in real-time.

4. Tracks delivery, bounce rates, client responses, and automates marking invoices as paid upon receipt of payment.

Trigger Conditions

1. Automated trigger on invoice creation with unpaid status.

2. Automated checks on payment due date; triggers if overdue.

3. Automation trigger if partial payments are logged.

4. Automation triggers follow-up at defined intervals (e.g., 3, 7, 14 days).

5. Can be automatedly re-triggered if customer opens email/SMS but does not pay.

Platform Variants

1. Twilio (SMS/Voice)

• Feature/Setting: Automate SMS; Use Messaging API “Send Message” function; Configure with recipient number, message body, and studio flow for escalation.
  

2. SendGrid (Email)

• Feature/Setting: Automates email reminders; Use “Mail Send API”; Configure with dynamic template for invoice details and scheduling.
  

3. Mailgun (Email)

• Feature/Setting: Automate emails via “Messages API”; Schedule with tags for payment reminders, personalized content.
  

4. AWS SNS (SMS/Email)

• Feature/Setting: Automates SMS with “Publish” action; Config loads from list of unpaid invoices.
  

5. Plivo (SMS)

• Feature/Setting: Use “Message API” to send automated batch reminders by customer segment.
  

6. Nexmo/Vonage (SMS & Voice)

• Feature/Setting: Trigger automations via “Send SMS” or “Text-to-Speech” functions for overdue notifications.
  

7. ClickSend (SMS/Email)

• Feature/Setting: Use “SendSMS” and “SendEmail” APIs; Automate with scheduled intervals and multi-channel fallback.
  

8. Pipedrive (CRM Automation)

• Feature/Setting: Automate workflow with “Deal Updates” and “Activities Automations” for reminders.
  

9. Hubspot (CRM Email Automation)

• Feature/Setting: Configure “Workflow Automation”; Automates repeats based on deal stage/payment status.
  

10. Zoho CRM (Workflow Automation)

• Feature/Setting: Use “Workflow Rules” to trigger automated messages for uncollected payments.
  

11. Stripe (Payment Link Integration)

• Feature/Setting: Automate sending payment links in reminders; Use “PaymentIntents API” to check status and re-trigger outreach.
  

12. QuickBooks Online (Invoice Reminders)

• Feature/Setting: Automate “Invoice Reminders” setting and schedule batch emails/SMS via integrations.
  

13. FreshBooks (Automated Payment Reminders)

• Feature/Setting: Activate “Automated Payment Reminders”; set triggers for intervals and notification types.
  

14. Xero (Invoice Reminders)

• Feature/Setting: Turn on “Invoice Reminders”; configure frequency, thresholds, and escalation emails.
  

15. SAP S/4HANA (Business Workflows)

• Feature/Setting: Automate dunning process; Use “Output Management” API to schedule reminders.
  

16. Microsoft Power Automate

• Feature/Setting: Automate flow with “Send an email notification (V3)”, “Send SMS”, and “HTTP” for webhook-based reminders.
  

17. Airtable Automations

• Feature/Setting: Automate actions when new unpaid records are added; Trigger email/SMS flows.
  

18. Monday.com Automations

• Feature/Setting: Use “Automate” button to set reminders upon due date lapses in payment boards.
  

19. Salesforce (Process Builder/Flow Automation)

• Feature/Setting: Employ “Process Builder Flow”; Send email or SMS reminders on specified conditions.
  

20. Zapier

• Feature/Setting: Automate reminders across SMS/email platforms; Use trigger/action logic tied to payment status.
  

21. ActiveCampaign (CRM Automation)

• Feature/Setting: Automate follow-up emails/SMS using “Automation Map” on invoice tagging.
  

22. Intercom (Automated Messaging)

• Feature/Setting: Automate payment reminders with “Message Triggers”; personalize by customer journey.
  

23. Oracle NetSuite (Dunning/Reminders)

• Feature/Setting: Automate dunning procedures with built-in “Invoice Reminder” workflows.
  

Benefits

1. Automates repetitive reminder tasks, saving manual effort.

2. Automated escalation ensures persistent follow-up and reduces default rates.

3. Real-time synchronization of payment status reduces errors and duplication.

4. Automation improves collections while maintaining compliance with communication traceability.

5. Automatable to scale for hundreds or thousands of reminders, supporting business growth robustly.

6. Automating the reminder process increases client trust and reliability perceptions in the glass repair industry.