Billing, Payments and DocumentationPurpose
1.2. Automate notification process internally and externally when account terms breach payment deadlines, enforcing credit policies automatically.
1.3. Automate documentation and logging for all flagged overdue accounts, supporting automated collections and financial reconciliation.
1.4. Trigger automated reminders, restrict order processing, or escalate to collections, supporting compliance and fast action.
Trigger Conditions
2.2. Account status changes (e.g., from "current" to "overdue") in dealership ERP or accounting software, triggering automation.
2.3. Customer’s outstanding balance exceeds threshold, or grace period lapses, activating automated workflow.
Platform Variants
• Trigger: Workflow Rule/Process Builder for overdue cases
• Sample config: Automate with scheduled process "If Invoice Due Date < Today AND Status != Paid, flag 'Overdue'."
3.2. Microsoft Dynamics 365
• Feature: Power Automate flow from Invoice entity
• Sample config: Automates with scheduled trigger evaluating unpaid invoices and flagging.
3.3. QuickBooks Online
• Feature: API — “Invoice Status”
• Sample config: Automate with endpoint polling invoices with Status="Overdue"; triggers custom flag.
3.4. SAP Business One
• Feature: SDK — "Get Open Items" and send alert
• Sample config: Automates by running daily jobs; incomplete payments flagged by scripting.
3.5. NetSuite
• Feature: Saved Search + SuiteFlow
• Sample config: Automate “where Due Date < Today AND Status != Paid” to create overdue flag.
3.6. Xero
• Feature: Webhook "Invoice Updated" + AccountsReceivable API
• Sample config: Automates on invoice due with payment missing; triggers predefined automation.
3.7. Zoho Books
• Feature: Workflow Rule — Payment Due Reminder
• Sample config: Automate sending webhook or flag to CRM if overdue.
3.8. FreshBooks
• Feature: Automated Invoice Reminders
• Sample config: Automator checks dates and sends overdue status via webhooks.
3.9. Odoo
• Feature: Scheduled Actions “Account.move”
• Sample config: Automates daily checks and changes invoice tags to 'Overdue'.
3.10. Intuit API
• Feature: “List Unpaid Invoices” endpoint
• Sample config: Automate via scheduled call, flagging overdue entries.
3.11. Stripe
• Feature: Invoice “finalized.” webhook
• Sample config: Automates customer flagged if invoice status = “unpaid” after due date.
3.12. Sage Intacct
• Feature: Events “Invoice Past Due”
• Sample config: Automate using custom scripts for overdue identification.
3.13. Oracle Cloud ERP
• Feature: Scheduled Orchestration — Receivables
• Sample config: Automates by querying overdue invoices and updating status.
3.14. HubSpot
• Feature: Workflow “Deal Property Changed”
• Sample config: Automator detects past-due and flags/contact owner.
3.15. Pipedrive
• Feature: Pipeline Automation — Deal stage
• Sample config: Automate overdue date triggers stage move and label.
3.16. monday.com
• Feature: Automations “Date has passed”
• Sample config: Automate when payment date passes, update column to ‘Flagged’.
3.17. Airtable
• Feature: Automation “When date is before today”
• Sample config: Automatedly updates field “Payment Overdue” if conditions met.
3.18. Asana
• Feature: Rules — Custom Field “Due Date Passed”
• Sample config: Automate overdue detection and set task status accordingly.
3.19. Trello
• Feature: Butler Automation “Card Due Date passes”
• Sample config: Automate card move to “Overdue/Flagged” list.
3.20. ServiceNow
• Feature: Flow Designer — “Invoice Table”
• Sample config: Automate business rule, flags records when due date lapsed.
Benefits
4.2. Ensures timely follow-up, automates escalation, supports compliance, schedule-driven automation.
4.3. Reduces bad debt risk for forklift dealers through automated account flagging and reporting.
4.4. Enables automated documentation, audit trails, and more agile financial management.
4.5. Standardizes overdue management with diverse, automatable platforms and cross-system automators.