Payment and Invoicing AutomationPurpose
1.2. Automates sending alerts to clients when invoices remain unpaid past due date, following an escalating sequence of reminders.
1.3. Reduce manual tasks, increase on-time payments, and enforce payment terms efficiently through automated notifications and reminders.
1.4. Minimizes revenue leakage and improves financial discipline by automating follow-ups and escalation workflows.
1.5. Integrates with accounting and CRM systems, automates reminders via email/SMS/phone, and generates audit trails of communication for management review.
Trigger Conditions
2.2. Predefined duration (e.g., 7/14/21 days past due date) reached without payment confirmation.
2.3. Escalation hierarchy based on non-response to previous reminders.
2.4. Payment partially received but full balance not settled within policy period.
2.5. Event date is within a critical threshold with outstanding dues.
Platform Variants
• Feature/Setting: Automate SMS reminders. Configure programmable messaging API to trigger SMS on overdue status.
3.2. SendGrid
• Feature/Setting: Automate email reminders. Set up Email API with templates for overdue notifications.
3.3. Slack
• Feature/Setting: Automate team notifications. Use Incoming Webhooks to alert staff for escalated overdue accounts.
3.4. Microsoft Teams
• Feature/Setting: Automate escalation messages. Configure Incoming Webhook to notify financial managers in escalations.
3.5. HubSpot
• Feature/Setting: Automate workflow triggers in CRM. Use workflow automation to trigger tasks or email reminders.
3.6. Salesforce
• Feature/Setting: Automate Cases or Tasks. Use Process Builder to create escalation flows for late payments.
3.7. QuickBooks
• Feature/Setting: Automate invoice reminders using Reminder API. Trigger escalation emails/SMS when status is overdue.
3.8. Xero
• Feature/Setting: Automate overdue invoice alerts. Enable invoice reminders and set up webhook notifications for escalations.
3.9. FreshBooks
• Feature/Setting: Automate overdue invoice emails through the API’s automated reminders function.
3.10. Zoho Books
• Feature/Setting: Automate notification workflows using custom functions and scheduled reminders.
3.11. Gmail
• Feature/Setting: Automate personalized email escalations using Gmail API and draft templates.
3.12. Outlook
• Feature/Setting: Automate reminder emails using Microsoft Graph API and rules.
3.13. Pipedrive
• Feature/Setting: Automate follow-up activities and tasks through workflow automation for overdue deals.
3.14. Aircall
• Feature/Setting: Automate scheduled outbound calls for escalated overdue payments via Aircall API.
3.15. Mailgun
• Feature/Setting: Automate escalation emails using transactional email API with advanced routing.
3.16. Intercom
• Feature/Setting: Automate in-app or email escalation messages to clients with overdue payments using campaign flows.
3.17. WhatsApp Business API
• Feature/Setting: Automate WhatsApp reminders and escalation messages through WhatsApp Cloud API.
3.18. Zendesk
• Feature/Setting: Automate ticket creation/escalation for overdue payments with triggers.
3.19. Trello
• Feature/Setting: Automate card creation for finance team escalation via Automation rules.
3.20. Monday.com
• Feature/Setting: Automate item status and notification escalation using automation recipes for overdue payments.
3.21. Stripe
• Feature/Setting: Automate payment intent updates and reminders using Webhooks for failed or overdue charges.
3.22. DocuSign
• Feature/Setting: Automate contract reminder emails for payment-related clauses using Reminders API.
Benefits
4.2. Automated escalation improves consistency and effectiveness of payment collection.
4.3. Ensures no overdue account is missed via automation across multiple communication channels.
4.4. Frees up team resources by automating repetitive communication processes.
4.5. Generates an audit trail for all automated escalation steps, supporting compliance and transparency.
4.6. Improves cash flow by automating timely follow-ups and reducing late payments.