Purpose
1. Automate sending of reminders for overdue archery club invoices to members and clients, boosting timely payments and reducing manual follow-ups.
2. Automator ensures no overdue invoice is missed, automating outreach via email, SMS, calls, or app notifications.
3. Automated payment reminders help streamline cash flow, reduce administrative burden, and improve member relations by automating repetitive payment communication tasks.
Trigger Conditions
1. Automated trigger activates when invoice status is ‘overdue’ by x days within billing software.
2. Automation can be refined based on payment amount, member tier, or event participation.
3. Scheduled review of invoice database or payment CRM to catch and serve overdue invoices for automation.
Platform Variants
1. Twilio SMS
- Feature/Setting: Auto-send SMS via Programmable Messaging API; configure trigger “invoice_overdue” → action “send_sms”.
2. SendGrid
- Feature/Setting: Email API automates reminder emails; use event webhook to launch “overdue_invoice” automation on member email.
3. Mailgun
- Feature/Setting: Route overdue invoice emails via Messages API for automated notification delivery.
4. Slack
- Feature/Setting: Automator posts reminders in club admin Slack using Incoming Webhooks when invoice automating is required.
5. Google Sheets
- Feature/Setting: Script or API watches invoice status, then automates reminders via email if overdue detected in row.
6. QuickBooks Online
- Feature/Setting: Invoice automation by setting workflows on overdue status change to email or SMS client.
7. Xero
- Feature/Setting: Automatable by enabling “reminder emails” in invoice automation settings.
8. Stripe
- Feature/Setting: Event-driven Webhooks automating payment reminders when unpaid_invoice.created fires.
9. Zoho Books
- Feature/Setting: Workflow automation on overdue invoice triggers reminder via integrated email.
10. Salesforce
- Feature/Setting: Process Builder automates outreach to accounts with overdue invoices.
11. HubSpot
- Feature/Setting: Workflow Automation triggers task or email “invoice overdue” template to contact.
12. Pabbly Connect
- Feature/Setting: Automation workflow sends dynamic reminders by SMS/email using overdue invoice condition.
13. ActiveCampaign
- Feature/Setting: Automation builder sends email sequence for overdue invoice follow-up.
14. Airtable
- Feature/Setting: Automations tool emails reminders for records marked “overdue”.
15. Microsoft Power Automate
- Feature/Setting: Automates email or Teams message when SharePoint or Excel invoice marked overdue.
16. Zapier
- Feature/Setting: Automates multi-service workflows; “new overdue invoice” triggers SMS/email via chosen app.
17. FreshBooks
- Feature/Setting: Automatable payment reminders via scheduled invoice follow-up.
18. Wave
- Feature/Setting: Automates reminder emails through recurring invoice reminder setup.
19. Asana
- Feature/Setting: Automator creates follow-up task when invoice in project is overdue.
20. Monday.com
- Feature/Setting: Custom automation moves invoice to “overdue” and sends reminder email.
Benefits
1. Automating reminders increases on-time payments and club revenue reliability.
2. Automated processes decrease manual tracking, freeing staff for service, not administration.
3. Automation standardizes communication, ensuring professionalism and compliance in every reminder.
4. Automatedly ensures members are consistently informed, promoting trust and membership satisfaction.
5. Payment reminder automation can scale easily with club’s growth, never missing an overdue.