Payments & FinancePurpose
1.2. Reduce administrative overhead by triggering automatic reminders before and after due dates.
1.3. Enhance client experience with timely, professional communication via preferred channel (SMS, email, WhatsApp).
1.4. Minimize lost revenue from missed payments by identifying overdue accounts immediately and prompting action.
1.5. Facilitate better cash flow forecasting with predictable payment cycle management.
Trigger Conditions
2.2. On the exact due date if payment is not received.
2.3. At predefined intervals after the due date (e.g., 1, 3, 7, 14 days after).
2.4. Subscription auto-renewal approaching/failed.
2.5. Payment failed or incomplete transaction detected in finance platform.
Platform Variants
• Feature/Setting: SMS Reminders — Configure programmable SMS API to send message using triggers from invoices data.
• Sample: POST to `/Messages` endpoint with body: {"Body":"Payment reminder for invoice #1234","To":"+1234567890"}
3.2. SendGrid
• Feature/Setting: Transactional Email — Configure email templates and SMTP API to trigger reminders.
• Sample: POST to `/mail/send` with JSON containing recipient, subject, and dynamic content.
3.3. Stripe
• Feature/Setting: Invoice Events Webhooks — Connect invoice.upcoming and invoice.payment_failed to reminder flow.
• Sample: Webhook URL with event parsing for due/failed state and client email address.
3.4. PayPal
• Feature/Setting: IPN (Instant Payment Notification) — Use IPN to detect payment status and trigger custom email/SMS reminders.
• Sample: Handle "payment_status=Pending" and send reminder via integrated communication channel.
3.5. QuickBooks Online
• Feature/Setting: Invoice Due Report API — Poll API to retrieve due/overdue invoices, trigger custom notifications with client data.
• Sample: GET `/v3/company/
3.6. Xero
• Feature/Setting: Invoices Endpoint — Monitor GET `/Invoices` for due/overdue and POST to notification logic.
3.7. Zoho Books
• Feature/Setting: Automatic Payment Reminders — Enable reminders and customize templates/timing in invoice settings.
3.8. FreshBooks
• Feature/Setting: Invoice Reminder Scheduling — Use automated reminders with triggers for days before/after due.
3.9. Square
• Feature/Setting: Webhooks for Payment Status — Detect unpaid invoices, send reminders via Square’s email/SMS channels.
3.10. Wave
• Feature/Setting: Email Reminder Configuration — Activate recurring reminders on unpaid invoices in Wave settings.
3.11. Mailgun
• Feature/Setting: Transactional Emails API — Send automated emails triggered from invoice management data.
3.12. Slack
• Feature/Setting: Scheduled Messaging API — Notify instructors/finance admins when reminders are sent or payment is delayed.
3.13. WhatsApp Business API
• Feature/Setting: SendMessage — Push reminders with invoice details at each trigger.
3.14. ActiveCampaign
• Feature/Setting: Automated Email Campaigns — List segmentation on invoice status, trigger reminders automatically.
3.15. Microsoft Outlook
• Feature/Setting: Calendar & Email API — Schedule follow-up reminders based on payment status fields.
3.16. Google Calendar
• Feature/Setting: Event Reminders — Create calendar events for due dates and integrate with email/SMS reminders.
3.17. Pabbly Subscriptions
• Feature/Setting: Webhooks & Email Reminders — Workflow triggers for subscription due and overdue states.
3.18. GoCardless
• Feature/Setting: Webhook for failed payments — Initiate reclaim process and send client notifications.
3.19. HubSpot
• Feature/Setting: Automated Email Workflows — Triggered by deal/invoice status, send email reminders.
3.20. Salesforce
• Feature/Setting: Process Builder/Flow — Detect overdue opportunities or invoices, send reminders through email/SMS integrations.
Benefits
4.2. Reduces risk of late or missed payments.
4.3. Enhances professionalism and reliability of finance practices in fitness business.
4.4. Increases client satisfaction with clear, timely messages.
4.5. Improves overall financial management and reduces workload in recreation and aerobics-focused enterprises.