Notifying finance team of overdue payments

Purpose

1.1. Automate notifying the finance team of overdue payments to improve cash flow, reduce manual follow-up, and minimize delays in recoveries.
1.2. Automating this ensures no account is missed, streamlines inter-departmental communication, and enhances transparency in window tinting service finance operations.
1.3. Automation enables real-time alerts, escalations, and detailed tracking of overdue amounts with digital trails.

Trigger Conditions

2.1. Invoice status changes to ‘overdue’ in the billing or CRM system.
2.2. End of business day scheduled check for all unpaid invoices past due.
2.3. Failed payment attempts on customer portals or payment gateways.
2.4. Customizable triggers: e.g., overdue by 3, 7, 14 days.
2.5. Specific customers or invoice amounts crossing a threshold.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate sending real-time SMS alerts to finance; Configure SendMessage API with dynamic recipient and overdue invoice parameters.
3.2. Slack
- Feature/Setting: Post automated notifications in a dedicated #finance-alerts channel using Incoming Webhooks or chat.postMessage API.
3.3. Microsoft Teams
- Feature/Setting: Automate message posting in teams using Microsoft Graph API "chatMessage/send," customizable for urgent overdue alerts.
3.4. SendGrid
- Feature/Setting: Automate email notifications with dynamic templates using v3 Mail Send API to selected finance team recipients.
3.5. Gmail
- Feature/Setting: Automate label-based trigger for overdue invoices using Gmail API’s send endpoint for targeted emails.
3.6. Outlook
- Feature/Setting: Automate overdue payment email reminders using Microsoft Outlook Mail API for scheduled & instant delivery.
3.7. WhatsApp Business API
- Feature/Setting: Automated WhatsApp messages to finance group using sendMessage API, with invoice details auto-inserted.
3.8. Zapier
- Feature/Setting: Automate multi-platform notifications by triggering Zaps for overdue invoice conditions, forwarding alerts via email, chat, or SMS.
3.9. QuickBooks
- Feature/Setting: Use Webhooks to automate triggers when invoice is overdue, sending data to communication endpoints.
3.10. Xero
- Feature/Setting: Use the Accounting API to get overdue invoices and automate push alerts to chosen channels.
3.11. FreshBooks
- Feature/Setting: Use automated reminders via API or Webhooks; triggers for overdue status to notify finance.
3.12. Salesforce
- Feature/Setting: Process Builder/Flow Builder or outbound message automation on invoice overdue field change.
3.13. HubSpot
- Feature/Setting: Workflow automation with overdue invoice trigger, automatedly notifies finance with email or in-app alert.
3.14. Stripe
- Feature/Setting: Automate via webhook events (invoice.payment_failed) to trigger notifications.
3.15. PayPal
- Feature/Setting: Instant Payment Notification (IPN) automated trigger upon overdue payment, forwarded to internal comms.
3.16. Monday.com
- Feature/Setting: Automate overdue payment board notification to finance group using custom automations.
3.17. Asana
- Feature/Setting: Automate task generation for overdue invoices using Asana API to tag finance users.
3.18. Trello
- Feature/Setting: Automate card creation or comment on ‘Overdue Payments’ board with Trello API.
3.19. Pipedrive
- Feature/Setting: Workflow automation to email or notify finance based on overdue status.
3.20. Airtable
- Feature/Setting: Automate records update and trigger notifications for overdue invoices using Scripts or API.
3.21. Zoho Books
- Feature/Setting: Automated invoice status webhooks to alert finance team when delayed.
3.22. Mailgun
- Feature/Setting: Automate sending bulk or targeted overdue payment notifications via the messages API.

Benefits

4.1. Automatedly ensures immediate notification, reducing manual oversight and accelerating follow-up.
4.2. Automation streamlines finance workflow, consolidates notifications, and supports escalations.
4.3. Automating this process limits financial risk by standardizing overdue response and documentation.
4.4. Automates transparency—every alert is logged, auditable, and traceable.
4.5. Automator reduces human error, scales easily with business growth, and enables multi-channel flexibility for notifications.