Automated invoicing and payment reminders

Purpose

1.1. Automate the creation and dispatch of invoices upon order completion, track overdue payments, and trigger payment reminders to streamline cash flow management, reduce manual errors, and ensure timely collections for antique furniture retailers.
1.2. Fully synchronize order, payment, and customer communication data across sales, accounting, and CRM systems for operational efficiency and audit compliance.
1.3. Enhance customer experience with timely, error-free billing and proactive reminders, minimizing disruptions associated with high-value antique sales.

Trigger Conditions

2.1. New order is marked as fulfilled in POS or eCommerce system.
2.2. Invoice status is set to unpaid or overdue in accounting software.
2.3. Payment due date approaches or is exceeded, as calculated against configured net terms.

Platform Variants

3.1. QuickBooks Online
• Feature: Invoice API—configure invoice creation and status monitoring
3.2. Xero
• Setting: 'New Sales Invoice' event + 'Send Reminder' API
3.3. Zoho Books
• Feature: Automated Workflow—Invoice creation and reminder triggers
3.4. FreshBooks
• API: Invoice.issue + Payment.Reminder
3.5. Stripe
• Setting: PaymentIntent.created + Invoice Finalization events
3.6. PayPal
• Feature: Invoicing API—create/send invoices, reminders via webhook
3.7. Square
• API: Invoice Create + Invoice Reminder
3.8. WooCommerce
• Plugin: WooCommerce PDF Invoices + scheduled email reminders
3.9. Shopify
• App: Order Printer + Automated Email Flow for reminders
3.10. Magento
• Feature: Sales Order API + integration for invoice workflow
3.11. Sage Business Cloud
• Setting: Invoice creation and overdue notifications
3.12. Microsoft Dynamics 365
• Feature: Power Automate—trigger from sales order status
3.13. SAP Business One
• B1if Scenario: Order to Invoice workflow automation
3.14. Netsuite
• Saved Search: Overdue invoices report + email automation
3.15. Odoo
• Automated Actions: Invoice Posted > Send Reminder
3.16. Mailgun
• Function: Email reminders with dynamic data via API
3.17. Twilio
• Feature: Programmable SMS—invoice reminders, payment prompts
3.18. SendGrid
• API: Transactional email templates for invoices/reminders
3.19. HubSpot
• Workflow: Invoice status triggers email sequences
3.20. Google Sheets
• Script: New row (order fulfilled) triggers Apps Script for invoice generation
3.21. Jira Service Management
• Automation: Comment/order transition triggers email reminder

Benefits

4.1. Eliminates manual invoicing, reducing delays and human errors.
4.2. Standardizes and schedules reminders, improving payment timelines.
4.3. Integrates communications across support, sales, and accounting.
4.4. Provides real-time audit logs and notification history.
4.5. Scales to complex workflows within antique furniture retail.