Payment reminders before due dates

Purpose

1.1 Ensure timely fee collection by notifying students/users of upcoming payment deadlines.
1.2 Reduce late payments and associated administrative workload.
1.3 Improve cash flow predictability and school financial planning.
1.4 Provide a professional student experience with automated, personalized alerts.
1.5 Allow for integration with financial and CRM systems for a unified process control.

Trigger Conditions

2.1 Approaching payment due date (configurable, e.g., 7/3/1 days before).
2.2 Pending invoice status detected in financial platform.
2.3 Unpaid tuition flagged after a prior reminder without payment update.
2.4 Manual overrides or exceptions for special cases (e.g., payment plans).
2.5 Data synced or updated within integrated Student Information System (SIS).

Platform Variants

3.1 Twilio SMS
• Feature/Setting: Use Send SMS action; configure phone and message body with dynamic due date variables.
• Example: Payload setup with “student_phone” and “next_due_date” fields.

3.2 SendGrid
• Feature/Setting: Trigger Send Email API; use email templating for personalization and scheduling.
• Example: Dynamic fields for student, amount due, and due date.

3.3 Slack
• Feature/Setting: Automate direct message or channel alert via chat.postMessage API.
• Example: Student receives DM in Slack with payment details.

3.4 Gmail API
• Feature/Setting: Automated send email (users.messages.send) using email draft templates.
• Example: “Invoice due reminder” template filled with personalized info.

3.5 Outlook/Office 365
• Feature/Setting: Automated message via SendMail endpoint; schedule with calendar integration.
• Example: Sends due date reminder from faculty account.

3.6 WhatsApp Business API
• Feature/Setting: Use sendMessage; set recipient and payment reminder text with merge fields.
• Example: “You have a payment due soon” personalized for each user.

3.7 Discord
• Feature/Setting: Bot direct message with Next Payment info via webhook integration.
• Example: Automated bot message with short invoice summary.

3.8 HubSpot
• Feature/Setting: Workflow automation tool; configure trigger = property ‘Payment Due Date’.
• Example: Sequence to send email reminders before due date.

3.9 Salesforce
• Feature/Setting: Process Builder for automated email/action based on invoice status field.
• Example: Select “invoice.status = unpaid AND due soon”, then trigger “Send Email”.

3.10 Zoho CRM
• Feature/Setting: Workflow rules for upcoming due date; auto-email or task assignment.
• Example: Rule triggers custom mail-merge reminder.

3.11 ActiveCampaign
• Feature/Setting: Automation flow with date-based trigger (Due Date Custom Field).
• Example: Drip emails scheduled before invoice deadline.

3.12 Mailchimp
• Feature/Setting: Audience segmentation by due dates; scheduled campaign with variable tags.
• Example: Campaign triggered when due date is in X days.

3.13 Google Calendar
• Feature/Setting: Event creation with reminder via email/notification.
• Example: Auto add calendar event linked to payment deadline.

3.14 Trello
• Feature/Setting: Card due date + Butler automation to send email reminder.
• Example: Butler rule: “When card is due in 3 days, send email to…”

3.15 Monday.com
• Feature/Setting: Automate board with status change on due date to trigger alert.
• Example: “Payment Due” status sends notification.

3.16 Stripe
• Feature/Setting: Scheduled webhook event (invoice.upcoming) triggers reminder process.
• Example: Listen for ‘invoice.upcoming’, send reminder to customer email.

3.17 Xero
• Feature/Setting: Invoice reminders (built-in); API for custom messaging workflow.
• Example: Custom API call: find invoices due, send reminders via preferred platform.

3.18 QuickBooks
• Feature/Setting: Scheduled fetching of open invoices; send email/SMS for overdue items.
• Example: Automation routine to query and notify.

3.19 FreshBooks
• Feature/Setting: Utilize recurring invoice reminders; custom integration via webhook.
• Example: Hook triggers external email/SMS with payment data.

3.20 Pabbly
• Feature/Setting: Scheduled task; use “Send Email”/“Send SMS” modules with variable mapping.
• Example: List filtered for due soon; each triggers outbound message via chosen channel.

Benefits

4.1 Reduces time spent on manual chasing for payments.
4.2 Increases on-time collection rates.
4.3 Decreases revenue lost to late or missed payments.
4.4 Provides audit trail for compliance and reporting.
4.5 Enhances school’s reputation for professionalism and organization.