Purpose
1.2. Prevent late payments, avoid supplier penalties, and sustain business relationships.
1.3. Streamline supplier management by automating manual date tracking and alert escalation.
1.4. Integrate with procurement, finance, and communication tools for complete workflow coverage.
1.5. Centralize payment timelines for improved departmental visibility and accountability.
Trigger Conditions
2.2. A due date is within a pre-set period (e.g., 7, 3, or 1 day before due).
2.3. Invoice status remains unpaid past the threshold.
2.4. Manual override or urgent request flags a payment for immediate alert.
Platform Variants
• Feature/Setting: Calendar event automation with reminders for due dates—Example: Use Outlook API to create calendar events with email reminders.
3.2. Slack
• Feature/Setting: Scheduled messages using Slack API—Configure an app to send direct messages to purchasing channel before due dates.
3.3. Microsoft Teams
• Feature/Setting: Bot notification with adaptive cards—Register webhook to send rich reminders with invoice links.
3.4. SAP ERP
• Feature/Setting: Event trigger from SAP payment due fields via BAPI or IDoc integration.
3.5. Oracle NetSuite
• Feature/Setting: Use NetSuite SuiteScript to trigger payment alerts as custom workflow actions.
3.6. QuickBooks Online
• Feature/Setting: Webhook or API monitor for unpaid bills and payment reminders.
3.7. Xero
• Feature/Setting: Invoice due webhook triggers; push notifications via Xero API integrations.
3.8. Gmail
• Feature/Setting: Use Google Apps Script to schedule and send reminder emails for flagged due dates.
3.9. Twilio SMS
• Feature/Setting: Configure programmable SMS to send payment reminders to mobile numbers using Twilio API.
3.10. SendGrid
• Feature/Setting: Automated transactional email alerts via SendGrid’s Dynamic Templates and API send endpoint.
3.11. Zoho Books
• Feature/Setting: Workflow rules triggering notifications through webhooks on invoice due events.
3.12. Monday.com
• Feature/Setting: Automation recipes to trigger inbox/email/SMS notifications on “Due Date” columns.
3.13. Asana
• Feature/Setting: Task due date triggers with integration to email or teams via Asana Rules.
3.14. Trello
• Feature/Setting: Due date notifications through Butler automation to Slack/email.
3.15. Jira
• Feature/Setting: Issue due field change event, webhook automation to trigger alerts.
3.16. PagerDuty
• Feature/Setting: Schedule-based incident notifications for critical overdue payments via webhook integration.
3.17. Salesforce
• Feature/Setting: Process Builder/Flow to trigger payment alerts based on due dates on supplier objects.
3.18. HubSpot
• Feature/Setting: Workflow automation for deals/expenses to schedule internal notifications.
3.19. Zoho CRM
• Feature/Setting: Custom functions and webhooks to alert users ahead of invoice due.
3.20. Google Chat
• Feature/Setting: Webhook bot to post notifications to groups on upcoming invoices.
3.21. Freshdesk
• Feature/Setting: Ticket creation and alert routing for payment follow-ups when invoices near due.
3.22. Intercom
• Feature/Setting: Automated message triggers for payment due reminders through bots.
3.23. Pabbly Connect
• Feature/Setting: Scheduled workflow to fetch due invoices and alert purchase team via chosen channel.
3.24. Zapier
• Feature/Setting: Scheduled Zap to check due dates and trigger actions in mail/messaging apps.
Benefits
4.2. Minimizes risk of late fees and supply interruptions.
4.3. Increases transparency and accountability within the purchasing team.
4.4. Frees staff time for higher-value activities.
4.5. Ensures audit trail of all reminders and actions for compliance.