Purpose
1. Notify clients about pending, upcoming, or overdue airbrushing payment obligations.
2. Reduce late payments and support predictable cash flow.
3. Enhance client experience via proactive, compliant communication.
4. Free staff from manual follow-up activities.
5. Synchronize reminders with client preferences and invoice policies.
Trigger Conditions
1. Scheduled time (X days before/after invoice due date).
2. Invoice status transitions (issued, overdue, partially paid).
3. Date of invoice creation + pre-set intervals.
4. Client configuration for reminder frequency/method.
5. Payment not marked as received within configurable timeframe.
Platform Variants
1. Twilio (SMS/WhatsApp)
- Feature/Setting: Use Programmable Messaging API; set trigger via webhook to /Messages endpoint with recipient, message template, and dynamic invoice data.
2. SendGrid (Email)
- Feature/Setting: Use Mail Send API; configure sender email, dynamic subject/body using template_id, and send_at scheduling.
3. Slack
- Feature/Setting: Incoming Webhooks or chat.scheduleMessage; specify channel, message text, and schedule with post_at parameter.
4. Microsoft Teams
- Feature/Setting: Use Microsoft Graph API, create chat message using /chats/{chat-id}/messages endpoint, schedule via automation tool.
5. Gmail
- Feature/Setting: Gmail API, users.messages.send; pre-compose and schedule with RFC3339 send time.
6. Outlook
- Feature/Setting: Microsoft Graph API, sendMail endpoint; use internetMessageId to relate messages to invoices, schedule via automation.
7. Mailgun
- Feature/Setting: Messages API, supply recipient, dynamic template data, add scheduled delivery time with o:deliverytime parameter.
8. Pabbly
- Feature/Setting: Email Scheduler, set workflow to react to invoice aging and send templated messages with variables.
9. Zapier
- Feature/Setting: Schedule by Zapier trigger, connect to preferred mail/text app, auto-populate with invoice context.
10. Salesforce
- Feature/Setting: Process Builder or Flow; trigger on invoice object status change, Fire Notification Message, or send email using Apex.
11. Zoho Books
- Feature/Setting: Invoice Reminders section, customize reminder templates, set auto-reminder schedule for before/after due date.
12. QuickBooks Online
- Feature/Setting: Reminders automation, preset frequency, customizable message body linked to invoice entity.
13. FreshBooks
- Feature/Setting: Auto-Payment Reminders, configure at invoice/template level for before/after due date notifications.
14. Stripe
- Feature/Setting: Billing Reminders API, set custom email reminders using billing.invoice.reminder event.
15. Xero
- Feature/Setting: Invoice Reminders, set day-offsets (before, after), personalize message content.
16. HubSpot
- Feature/Setting: Workflows, trigger “Send Email” action based on Deal/Invoice property conditions.
17. ActiveCampaign
- Feature/Setting: Automations, use “date-based” trigger, send email/SMS linked to contact and invoice fields.
18. Monday.com
- Feature/Setting: Automations recipes, trigger “when date arrives” for payment due, then send email/SMS via integrations.
19. Intercom
- Feature/Setting: Series/Outbound Messages, trigger on custom attribute (e.g. invoice status), send scheduled message.
20. WhatsApp Business API
- Feature/Setting: Template message send (messages endpoint), set up scheduled reminders with render data and recipient number.
21. Mailchimp
- Feature/Setting: Emails from Automations, trigger audience segment with invoice date field, schedule before/after reminders.
Benefits
1. Lower delinquency and late fees through automated, timely follow-ups.
2. Maintain professional brand image with consistent reminders.
3. Customizable frequencies and channels cater to client preference.
4. Automate follow-up escalation for chronic defaulters.
5. Simple auditing of communication history for compliance and client queries.
Invoicing & Payments