Invoicing & PaymentsPurpose
1.2 The automation targets tree surgery professionals to minimize revenue leakage, reduce manual follow-up workloads, maintain positive client relations, and increase on-time payments by utilizing multichannel notification flows.
1.3 Automate sending reminders via SMS, email, phone, instant messaging, or postal letters, escalating communication for persistent bad debtors and integrating responses directly with accounting software or CRM.
Trigger Conditions
2.2 Automatedly trigger on invoice marked “unpaid” past due in accounting software.
2.3 Trigger on partial payments or when a payment plan installment is missed.
2.4 Manual automation triggers from finance staff for urgent reminders.
Platform Variants
3.1 Xero
- Feature/Setting: “Webhooks” and “Get Invoices” API; automate polling invoices and triggering notifications for overdue status.
- Sample: Configure GET /invoices?Status=OVERDUE with webhook callback for alert.
3.2 QuickBooks Online
- Feature/Setting: “Invoice Endpoint”; automate retrieval and monitoring via API.
- Sample: GET /v3/company/{companyId}/invoice?overdue=true triggers automating notifications.
3.3 FreshBooks
- Feature/Setting: Automate via “List Invoices” and “Send Invoice Reminder” API.
- Sample: Automator GET /invoices?status=overdue → POST /invoices/{id}/send_reminder.
3.4 Stripe
- Feature/Setting: “Invoice.payment_failed” webhook to automate overdue detection.
- Sample: Automate on webhook received, send templated reminder.
3.5 Zoho Books
- Feature/Setting: “Invoices API” with “Email Invoice” operation; automate reminders.
- Sample: GET /invoices?filter_by=Status.Overdue triggers POST /invoices/{id}/email.
3.6 Salesforce
- Feature/Setting: “Apex Triggers” on custom object “Invoice”; automate notification through process builder and email API.
- Sample: Automating Apex code fires on field “due_date__c” < today.
3.7 Wave
- Feature/Setting: Automate with “List Invoices” and “Send Invoice Notification” endpoints.
- Sample: GET /invoices?status=overdue automates POST /invoices/{id}/send_notification.
3.8 Sage Business Cloud
- Feature/Setting: Automator polling with “Get Sales Invoices” API; remind overdue clients.
- Sample: GET /sales_invoices?status=overdue, POST /notifications.
3.9 PayPal Invoicing
- Feature/Setting: “Remind Invoice” API to automate reminders.
- Sample: POST /v2/invoicing/invoices/{invoice_id}/remind.
3.10 Trello
- Feature/Setting: Automator Butler rules to move “Unpaid” cards to “Reminder” and send notification email.
- Sample: Card due in 2 days triggers email reminder.
3.11 Google Sheets
- Feature/Setting: Apps Script automator checks due dates, automates email via Gmail API.
- Sample: Time-driven trigger for overdue rows, send email.
3.12 Microsoft Outlook/Excel
- Feature/Setting: Automating reminders with Power Automate—detect overdue row in Excel, automates reminder via Outlook mail.
- Sample: Scheduled flow checks dates, sends Outlook message.
3.13 Mailgun
- Feature/Setting: API sending automated reminder emails on overdue trigger.
- Sample: POST /messages with template on status change.
3.14 SendGrid
- Feature/Setting: Automate transactional email reminders via the Send Email API using invoice data.
- Sample: POST /mail/send with invoice_info.
3.15 Twilio SMS
- Feature/Setting: Automate SMS reminder triggered by webhook or API poll for overdue invoices.
- Sample: POST /Messages to client phone upon overdue status.
3.16 WhatsApp Business API
- Feature/Setting: Automatedly send payment reminders as WhatsApp message with personalized template.
- Sample: POST /v1/messages on invoice past due.
3.17 Slack
- Feature/Setting: Automates reminders in client/project channel via Webhook on overdue status.
- Sample: POST /chat.postMessage to relevant channel.
3.18 HubSpot CRM
- Feature/Setting: Workflow automator triggers based on “Invoice Overdue” property update.
- Sample: Automated Workflow > Send Email.
3.19 Monday.com
- Feature/Setting: Automator “When status changes to overdue” triggers notification or email.
- Sample: Automated Monday.com integration to Gmail for reminders.
3.20 Zoho CRM
- Feature/Setting: Workflow Rule “Invoice Status = Overdue” automates email reminder or task assignment.
- Sample: Automated workflow sends message on trigger.
3.21 Pabbly
- Feature/Setting: Automates with Pabbly Connect workflows—trigger overdue invoice action, send mail or SMS.
- Sample: Automatedly sends reminders using templates.
3.22 Intercom
- Feature/Setting: Automated message sequence for overdue payment tagged contacts.
- Sample: Tag “Overdue,” trigger in-app or email notification flow.
3.23 Klaviyo
- Feature/Setting: Automated flows—send sequence when “Overdue Invoice” event received.
- Sample: Trigger Flow → Send Email Reminders.
3.24 DocuSign
- Feature/Setting: Workflow automation to send overdue payment requests as envelopes.
- Sample: Automatedly create & send letter for overdue payment.
3.25 Zoho Mail
- Feature/Setting: Automated scheduled scripts dispatching reminders with invoice attached.
- Sample: Script sends mail on due or overdue.
3.26 ActiveCampaign
- Feature/Setting: Automator “If invoice status is overdue” = trigger email sequence or SMS.
- Sample: Automated workflow sends multi-step reminders.
Benefits
4.2 Reduces revenue leaks and bad debts by automating timely follow-up.
4.3 Improves client relationships with consistent, professional communications automatedly.
4.4 Boosts operational efficiency and scaling by automating across invoices, channels, and languages.
4.5 Enables tracking and reporting on automating reminder effectiveness for further optimisation.