Payments and Financial ProcessesPurpose
1.2. Automating reminders reduces missed revenues, lowers manual follow-up workload, automates the tracking of each payment stage, and improves financial health of retail operations.
Trigger Conditions
2.2. Scheduled trigger (e.g., three days before due date, on or after due date).
2.3. Customer payment not received within a set period.
2.4. Recurrence for periodic reminders until payment is settled.
2.5. Manual trigger from accounts receivable dashboard.
Platform Variants
• Feature/Setting: Automate SMS via Programmable Messaging; Configure flow with ‘Message Create’ API for overdue invoice notification.
3.2. SendGrid
• Feature/Setting: Automate email reminders; Use ‘Mail Send API’ to trigger custom email templates tied to invoice status.
3.3. Gmail
• Feature/Setting: Automate with Gmail API ‘Send Message’; schedule reminder drafts for unpaid invoices.
3.4. Outlook (Microsoft 365)
• Feature/Setting: Automate with Graph API ‘SendMail’; template delivery when invoice condition met.
3.5. Slack
• Feature/Setting: Automate channel or direct reminders with ‘chat.postMessage’ API for internal staff action.
3.6. WhatsApp Business API
• Feature/Setting: Automate customer messages; configure outbound template for invoice status alerts.
3.7. Telegram Bot API
• Feature/Setting: Automate reminders through "sendMessage" endpoint with custom bot for vendor-client chats.
3.8. QuickBooks Online
• Feature/Setting: Automate reminders from ‘Send Reminder’ API method on overdue invoices.
3.9. FreshBooks
• Feature/Setting: Automate invoice reminders using ‘Send Invoice Reminder’ endpoint.
3.10. Xero
• Feature/Setting: Automate email reminders with ‘Invoice Reminder’ automation and ‘Email Invoice’ API.
3.11. Zoho Books
• Feature/Setting: Automate via API ‘Send Invoice Reminder’ and configure schedule on dashboard.
3.12. Salesforce
• Feature/Setting: Trigger process with ‘Send Email’ automation from overdue opportunity or invoice object.
3.13. HubSpot
• Feature/Setting: Automate with workflow to send overdue invoice emails using the CRM's 'Automation > Workflows'.
3.14. Mailgun
• Feature/Setting: Automate scheduled transactional emails; configure Messages API for reminders.
3.15. Pipedrive
• Feature/Setting: Automate email or activity reminders using ‘Activity API’ for custom follow-up sequences.
3.16. Brevo (Sendinblue)
• Feature/Setting: Automate campaigns via Transactional Email API triggered by invoice overdue webhook.
3.17. Stripe
• Feature/Setting: Automate notifications using ‘Invoice.PaymentFailed’ webhook to trigger reminders.
3.18. Square
• Feature/Setting: Automate reminders using ‘Invoices API’ and 'Reminders' scheduled with the SDK.
3.19. Wave
• Feature/Setting: Automate via Zapier or Wave's scheduled reminders for unpaid invoices.
3.20. PayPal
• Feature/Setting: Automate with Invoicing API to send reminders and status updates for unpaid invoices.
3.21. Discord
• Feature/Setting: Automate bot notifications via ‘sendMessage’ API to vendors or customers.
3.22. ClickSend
• Feature/Setting: Automate SMS and email reminders via SMS API connected to invoice status events.
3.23. Monday.com
• Feature/Setting: Automate status change triggers for payments with 'Automations > Email/Notifications'.
3.24. Zoho CRM
• Feature/Setting: Automate follow-ups with ‘Workflow Rules’ triggered on payment overdue flag.
Benefits
4.2. Reduces late payment risk with automated, consistent reminders.
4.3. Saves manual effort through automating communication, status checks, and confirmation collection.
4.4. Improves vendor-customer relationships by reducing payment disputes using automation traceability.
4.5. Provides audit trails, analytics, and automatedly handles large volumes of reminders without errors.