Automated follow-ups for unpaid invoices

Purpose

1.1. Automate systematic, timely follow-ups for unpaid invoices issued for Crypto ATM professional services, reducing manual workflow and overdue payment risk.
1.2. Enable automated escalation sequences, personalized reminders, integration with payment gateways, and compliant notification processes for clients.
1.3. Deliver automated reminders via channels like SMS, email, voice, chat, or push notifications, supporting global reach and regulatory reporting for Crypto ATM providers.

Trigger Conditions

2.1. Automatedly triggered on invoice due date passing without confirmation of payment.
2.2. Automate follow-up frequency, escalation after multiple failed follow-ups, or upon detection of bounced communication methods.
2.3. Automate based on custom fields: invoice amount, service tier, repeat overdue history, or client risk scoring for Crypto ATM operations.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS; configure via Twilio programmable SMS API with parameters `to`, `from`, and message queue for unpaid invoice IDs.
3.2. SendGrid
• Feature/Setting: Automated transactional email; trigger SendGrid API `/mail/send` with dynamic template for overdue notice.
3.3. Slack
• Feature/Setting: Automated Slack DM or channel alert using Slack API `chat.postMessage` to notify account managers of unpaid invoices.
3.4. Microsoft Teams
• Feature/Setting: Automated bot post in Teams via Microsoft Graph API `/chats/messages`; route alert to finance channels.
3.5. QuickBooks Online
• Feature/Setting: Automate sending reminders using QuickBooks API `sendInvoiceReminder`; tie to invoice entity for Crypto ATM clients.
3.6. Xero
• Feature/Setting: Automated email reminders via Xero API `POST /invoices/{InvoiceID}/email`; set workflow triggers for unpaid invoices.
3.7. Stripe
• Feature/Setting: Automate follow-ups for failed payment attempts via Stripe Invoices API webhook for `invoice.payment_failed`.
3.8. PayPal
• Feature/Setting: Automated PayPal notification for overdue invoices via PayPal Invoicing API `remind` operation.
3.9. Zendesk
• Feature/Setting: Automate creation of support tickets for unpaid invoice cases using Zendesk API `tickets.create` with overdue tag.
3.10. ServiceNow
• Feature/Setting: Automated incident log via ServiceNow REST API `/api/now/table/incident` for overdue payment cases.
3.11. Google Sheets
• Feature/Setting: Automate logging/reminder status; connect via Google Sheets API `spreadsheets.values.append` to update unpaid invoice list.
3.12. Salesforce
• Feature/Setting: Automated task or campaign for follow-up using Salesforce API `Task` object, linked to account/invoice records.
3.13. HubSpot
• Feature/Setting: Automate workflow for reminder emails using HubSpot Workflows API and engagement tracking.
3.14. Zoho Books
• Feature/Setting: Automated reminder emails through Zoho Books API `sendReminder` for unpaid invoice entries.
3.15. Mailgun
• Feature/Setting: Automate email notification streams using Mailgun API `/messages` endpoint for overdue notices.
3.16. Intercom
• Feature/Setting: Automated in-app push/message to clients using Intercom API `messages` for overdue invoices.
3.17. Freshdesk
• Feature/Setting: Automate ticket creation for follow-up escalation with Freshdesk API `/api/v2/tickets` for invoice accounts.
3.18. RingCentral
• Feature/Setting: Automate voice call reminders or SMS using RingCentral API `POST /restapi/v1.0/account/~/extension/~/sms`.
3.19. Notion
• Feature/Setting: Automate logging follow-up activity using Notion API `pages.create` in collections for payment tracking.
3.20. Airtable
• Feature/Setting: Automate status updates or triggers on overdue records with Airtable API `PATCH /v0/{baseId}/{tableName}`.

Benefits

4.1. Automates repetitive manual processes, reducing errors and human workload in Crypto ATM financial management.
4.2. Accelerates cash flow by ensuring no unpaid invoice follow-up is missed, automatedly increasing recovery speed.
4.3. Enables professional, compliant, timely communication, strengthening client trust and improving account visibility.
4.4. Automates escalation across platforms and ensures audit trails, supporting operational transparency and reporting.
4.5. Automates integration with favorite finance, CRM, and communication solutions, expanding automatable workflows.