Purpose
1. Automate the process of sending payment reminders to clients with pending balances for electrician businesses, ensuring timely collections and minimizing manual follow-up effort.
2. Enable fast detection of overdue invoices and automate multichannel reminders—email, SMS, WhatsApp, phone call, or push notifications—improving cash flow.
3. Automating reminder workflows reduces manual errors, standardizes communication, and ensures no pending balance is overlooked.
4. Allows automated scheduling for recurring reminders until payment is received or account is settled, supporting detailed tracking and escalation.
Trigger Conditions
1. System detects an unpaid invoice exceeding configured due date (e.g., 7/14/30 days past due).
2. Automated trigger on customer account status change to “overdue” or “pending payment.”
3. Manual trigger by staff when payment is outstanding and requires immediate follow-up.
4. Recurring automation based on custom calendar/date interval rules.
Platform Variants
1. Twilio SMS
• Feature/Setting: Automated SMS sending via Twilio API—configure "Messages" endpoint, set recipient to client’s mobile, customize message template with invoice details and payment link.
2. SendGrid
• Feature/Setting: Automated email reminders using SendGrid "Send Email" API, insert dynamic fields for client name, amount, and due date.
3. Mailgun
• Feature/Setting: Automate reminder email sending with Mailgun "messages" API, schedule batch sends for overdue clients.
4. Outlook 365
• Feature/Setting: Use "Send Email" function via Microsoft Graph API with pre-built HTML email template referencing client balance.
5. Gmail API
• Feature/Setting: Automate sending personalized payment reminder emails through "users.messages.send" method, authenticating with OAuth2.
6. Slack
• Feature/Setting: Automated posting in dedicated channel using Slack "chat.postMessage" for internal reminders to accounting team.
7. HubSpot CRM
• Feature/Setting: Workflow automation—trigger task or email reminder using "Workflows" tool based on deal stage or property change.
8. Salesforce
• Feature/Setting: Use Salesforce Flow or Process Builder to automate email/SMS reminders—"Send Email Alert" or custom API call.
9. Zoho Books
• Feature/Setting: Automate invoice reminders using "Send Payment Reminder" API endpoint, link directly to client’s invoice.
10. QuickBooks Online
• Feature/Setting: Trigger automated reminders through "Send Invoice" or "Automated Reminder" API on overdue invoices.
11. FreshBooks
• Feature/Setting: Automatedly send reminder from "Invoice Notifications"—configure cadence on invoice API.
12. Stripe
• Feature/Setting: Set up automated reminder emails via "Billing" module using "Send Invoice" or "Upcoming Invoice" notifications API.
13. Square
• Feature/Setting: Automator activates "Invoices" API scheduled reminders for pending payments; configure customer and date.
14. ActiveCampaign
• Feature/Setting: Automate email sequences and task reminders using automation builder/ "Send Email" node.
15. Pipedrive
• Feature/Setting: Automate activity scheduling and reminders via workflow automator, auto-create follow-up tasks for invoices.
16. WhatsApp (via Twilio)
• Feature/Setting: Automated WhatsApp messaging—Twilio "messages" endpoint, message contains payment instructions & overdue details.
17. Telegram Bot
• Feature/Setting: Automate sending direct messages to clients using Bot API, triggered on overdue status.
18. Microsoft Teams
• Feature/Setting: Automated posting to client channel or accountant via "Incoming Webhook" with payment status update.
19. Monday.com
• Feature/Setting: Automate task creation and status reminders via integrations, send @mentions to responsible team.
20. Asana
• Feature/Setting: Auto-generate task for payment follow-up via API or rules when invoice overdue.
21. ClickSend
• Feature/Setting: Automate SMS reminders using "Send SMS" endpoint, scheduled on due date plus offset.
22. Intercom
• Feature/Setting: Automated messaging with custom event "invoice overdue," trigger notification to client.
23. Zendesk
• Feature/Setting: Automate ticket creation for collections when invoice becomes overdue—"Triggers" function.
24. Xero
• Feature/Setting: Automated payment reminders through "Send Invoice Reminder" functionality using Xero API.
Benefits
1. Automates follow-up process, optimizing time and reducing repetitive manual labor.
2. Ensures every overdue account is automatically contacted, increasing payment rates.
3. Supports multichannel automations for higher client reach and engagement.
4. Tracks communication logs automatically, providing transparency and auditability.
5. Automating reminders reduces payment delays, improves cash flow for electricians, and standardizes client communication.
6. Configurable automation rules adapt to any workflow and client profile.
Quoting & Invoicing