Invoicing & PaymentsPurpose
1.2. Reduce manual follow-up by triggering multi-channel notifications (SMS, email, voice, chat, messaging).
1.3. Enable dynamic reminders based on invoice timeline, overdue status, or customer-specific rules.
1.4. Log all communication and follow-up attempts for audit and performance tracking.
1.5. Enhance cash flow management by expediting collections with automated nudges.
Trigger Conditions
2.2. Specific days pre-due date (e.g., T-5, T-1).
2.3. On due date.
2.4. Invoice overdue by set intervals (e.g., +1, +5, +15 days).
2.5. Failed or returned payment notification.
2.6. Customer opens invoice but does not pay within X hours.
2.7. Customer response to previous reminder.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Message API — Schedule automated SMS reminders; configure sender, timing, and content.
• Example: Use Twilio Programmable Messaging API to send SMS on invoice overdue by 3 days.
3.2. SendGrid
• Feature/Setting: Mail Send API — Send personalized email reminders; configure template, substitutions, and schedule via API.
• Example: Automate HTML payment reminder triggered 1 day before due date.
3.3. Gmail API
• Feature/Setting: Users.messages.send — Draft and send branded payment reminder emails directly from company account.
• Example: Use Gmail API with template, scheduled via automation.
3.4. Outlook 365 Graph API
• Feature/Setting: /me/sendMail — Dispatch payment reminders to clients automatically with HTML templates.
• Example: Send overdue notices from company Outlook.
3.5. Slack API
• Feature/Setting: chat.postMessage — Direct billed customer reminders to Slack channels or DMs.
• Example: Message posted if client is linked to Slack workspace.
3.6. WhatsApp Business API
• Feature/Setting: /messages endpoint — Send automated WhatsApp payment nudges using approved templates.
• Example: Automated WhatsApp alert for overdue invoices.
3.7. Telegram Bot API
• Feature/Setting: sendMessage — Notify customers via Telegram bot with payment reminder and payment link.
• Example: Telegram pay link sent 1 day before due date.
3.8. HubSpot
• Feature/Setting: Workflows > Emails — Schedule reminder emails based on deal or ticket (invoice) status.
• Example: Automatically trigger “reminder” email when deal stage is “Awaiting Payment.”
3.9. Salesforce
• Feature/Setting: Process Builder or Flows — Trigger reminders on invoice object status.
• Example: Case or Opportunity triggers email/SMS follow-up if status = overdue.
3.10. QuickBooks Online
• Feature/Setting: Automated Reminders — Configure email reminders via settings or API call.
• Example: Set up repeat reminders every 7 days post-due via QuickBooks API.
3.11. FreshBooks
• Feature/Setting: Auto Payment Reminders — Enable per-client or global reminder options, or configure via API.
• Example: Email reminders sent if invoice 3 days overdue.
3.12. Zoho Books
• Feature/Setting: Automated Reminders — Email scheduling against invoice events, available via zoho.books.invoices.reminders API.
• Example: Schedule WhatsApp/SMS reminders using webhook.
3.13. Xero
• Feature/Setting: Invoice Reminders settings or via API — Customize reminder intervals and messaging.
• Example: Trigger payment prompt 5 days before due through API call.
3.14. Pipedrive
• Feature/Setting: Workflow Automation — Notify via email or integrate SMS for overdue deals/invoices.
• Example: Send SMS from Pipedrive deal overdue trigger.
3.15. Stripe
• Feature/Setting: Invoice reminder webhooks — On ‘invoice.payment_failed’ or ‘invoice.upcoming’, trigger messaging workflow.
• Example: Notify with retry payment link.
3.16. PayPal
• Feature/Setting: Invoicing API — Use ‘RemindInvoice’ endpoint to automatically resend payment requests.
• Example: Automated reminder email after 48h if unpaid.
3.17. Mailchimp
• Feature/Setting: Transactional Emails (Mandrill) — Send customized invoice reminders to clients using automation triggers.
• Example: Mailchimp campaign for recurring reminders.
3.18. ActiveCampaign
• Feature/Setting: Automations — TIMED email or SMS reminders for contact tag “Invoice Sent / Unpaid.”
• Example: Multichannel workflow nudge.
3.19. Intercom
• Feature/Setting: Message Triggers — Send chat pop-ups or email reminders for invoice overdue.
• Example: Automated chat nudges clients after viewing but not paying.
3.20. Zapier
• Feature/Setting: Automated Zap Workflows — Set payment reminder events in connected SMS, email, or chat service.
• Example: Conditional Zap triggers based on invoice app and messaging service.
3.21. Microsoft Teams
• Feature/Setting: Incoming Webhooks — Post payment reminders in channels for account managers.
• Example: Alert internal team of pending accounts.
3.22. ClickSend
• Feature/Setting: SMS API — Trigger batch SMS reminders with merged invoice data.
• Example: Send bulk reminders to unpaid customers.
3.23. Plivo
• Feature/Setting: SMS Messaging API — Schedule and personalize SMS payment follow-ups.
• Example: Plivo triggers on specified invoice events.
3.24. RingCentral
• Feature/Setting: SMS & Voice API — Automated SMS or phone call reminders for clients with overdue invoices.
• Example: Voice call if two SMS reminders are ignored.
3.25. Airtable
• Feature/Setting: Automations + Integration — Invoice table triggers notification via email/SMS.
• Example: Reminder emails fired from status field change.
Benefits
4.2. Increases collection rate by reducing payment delays.
4.3. Reduces errors and inconsistencies in client communication.
4.4. Tracks communication touchpoints for improved reporting.
4.5. Offers multi-channel flexibility to engage clients effectively.
4.6. Supports scalable growth by handling large payment pipelines without extra staff.
4.7. Improves client relationships via timely, consistent, and professional reminders.