Automated collection of outstanding payments and invoice reminders

Purpose

1.1. Automate the identification, notification, and collection of overdue payments for wholesale camper shell orders in the automotive accessories industry.
1.2. Automates sending reminders to customers, tracks responses, syncs payment statuses, and escalates collections based on aging of invoices.
1.3. Enables automation of manual follow-ups, reduces administrative workload, and ensures consistent cash flow for camper shell suppliers by seamlessly managing invoice reminders and payment collections.

Trigger Conditions

2.1. Invoice status is ‘Unpaid’ or ‘Overdue’ in ERP, accounting, or sales system.
2.2. Predefined period (e.g., 7 days after due date) elapses without payment.
2.3. Manual trigger by sales or finance team.
2.4. Automated receipt of failed payment notifications from configured payment gateways.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: ‘Invoice Reminders’—automates scheduled reminder emails and custom payment links using API endpoint /v3/company/invoice/{invoice_id}/send.

3.2. Xero
• Feature/Setting: ‘Automated Invoice Reminders’—auto-schedules email reminders after invoice due dates via PUT /invoices endpoint with reminders array.

3.3. Zoho Books
• Feature/Setting: ‘Workflow Rules’—triggers automated reminder notifications to clients using the /invoices API and ‘Reminders’ config.

3.4. Stripe
• Feature/Setting: ‘Smart Retries’ and ‘Invoices Reminders’—configurable via /v1/invoices/:id/remind API to resend reminders for overdue invoices.

3.5. PayPal
• Feature/Setting: Billing Agreements’ ‘Reminder Notifications’—set up via v2/invoicing/invoices/{invoice_id}/remind endpoint.

3.6. FreshBooks
• Feature/Setting: ‘Automatic Late Payment Reminders’—enables scheduled emails via /v1/invoices/invoiceid/reminders endpoint.

3.7. Salesforce
• Feature/Setting: ‘Process Builder Email Alerts’—automates reminder triggers on objects with overdue status, using Workflow Rules and Apex triggers.

3.8. HubSpot
• Feature/Setting: ‘Workflows’—configures automated reminder chains linked to Deals or Contacts using POST /crm/v3/objects/emails API.

3.9. Microsoft Dynamics 365
• Feature/Setting: ‘Customer Service Automation Rules’—automate invoice collection steps using Power Automate and ‘Send An Email’ action on overdue triggers.

3.10. SAP Business One
• Feature/Setting: ‘Dunning Wizard’—automates multi-stage reminders and escalations using B1if integration and Dunning Letters.

3.11. Odoo
• Feature/Setting: ‘Automated Follow-Ups’—configures reminder emails, SMS, and escalation tasks via the automated follow-ups module in the Accounting app.

3.12. Mailgun
• Feature/Setting: ‘Scheduled Email API’—automates outbound payment reminder emails with batch send and tracking using /messages API.

3.13. Twilio SMS
• Feature/Setting: ‘Programmable Messaging API’—automates overdue payment SMS notifications using POST /2010-04-01/Accounts/{AccountSid}/Messages.json.

3.14. SendGrid
• Feature/Setting: ‘Marketing Campaigns’ and ‘Transactional Emails’—automates payment reminders via /mail/send API, with dynamic templates for overdue invoices.

3.15. Slack
• Feature/Setting: ‘Incoming Webhooks’—automates internal alerts to sales/collections team channels about overdue accounts via webhook integration.

3.16. Google Sheets
• Feature/Setting: ‘Google Apps Script’ and ‘Triggers’—automates checking invoice aging and sends reminders using MailApp API.

3.17. monday.com
• Feature/Setting: ‘Automations Center’—automates changing status and triggering external reminders using built-in recipes and integrations.

3.18. Pipedrive
• Feature/Setting: ‘Workflow Automation’—automates email/SMS reminders when invoice ‘stage’ reaches ‘Overdue’ using Automations.

3.19. Intercom
• Feature/Setting: ‘Custom Bots’ and ‘Outbound Messages’—automatedly triggers reminder emails based on payment due-data using Conversations API.

3.20. ActiveCampaign
• Feature/Setting: ‘Automations Builder’—configures reminders using POST /api/3/contacts endpoints and email triggers based on invoice status.

3.21. Zoho CRM
• Feature/Setting: ‘Workflow Automation’—setup automated reminder tasks and multi-channel notifications tied to overdue invoices through /crm/v2/notifications API.

3.22. Yodlee
• Feature/Setting: ‘Notifications API’—automates notification dispatch based on payment activity on customer accounts.

3.23. Gmail
• Feature/Setting: ‘Scheduled Send’ and ‘App Script’—automating bulk and recurring email reminders through integration triggers.

3.24. Smartsheet
• Feature/Setting: ‘Automated Alerts & Actions’—configures invoice follow-up workflow using automation builder.

3.25. DocuSign
• Feature/Setting: ‘Envelope Notification’—automates reminders and escalations for payment requests needing signatures on payment agreements.

Benefits

4.1. Automates follow-up process, reducing manual errors and increasing recovery rates.
4.2. Ensures timely, non-intrusive, and consistent communications with clients regarding outstanding payments.
4.3. Automating escalation notifies internal staff and management for high-risk overdue invoices.
4.4. Automator enhances liquidity by accelerating receivables and reducing days sales outstanding (DSO).
4.5. Automation centralizes reminders and payment tracking, simplifying reconciliations and reporting.
4.6. Automating reminders boosts customer professionalism and maintains supplier reputation.
4.7. Automatable solution adapts to business volume fluctuation without additional staffing.
4.8. Automatedly ensures compliance with company credit policies and audit readiness.