Order Processing & InvoicingPurpose
1.2. Reduce manual invoice follow-ups by automating notifications post-invoicing and before/after due dates.
1.3. Accelerate cash flow by automatedly issuing alerts, minimizing overdue accounts.
1.4. Enhance customer experience through consistently timed reminders via multiple channels.
Trigger Conditions
2.2. Payment due date approaching (configurable days before due).
2.3. Overdue status flagged by accounts receivable or payment not logged by due date.
2.4. Manual or scheduled workflow initiation for batch reminder automation.
Platform Variants
• Feature/Setting: Programmable SMS—configure automated SMS sending using Twilio API with message personalization (client, amount, due date).
3.2. SendGrid
• Feature/Setting: Automated email workflows using SendGrid’s transactional Templates and API to automate payment reminders to client emails.
3.3. Mailgun
• Feature/Setting: Automate email reminders using Mailgun’s Messages API, schedule emails based on trigger events.
3.4. Slack
• Feature/Setting: Incoming Webhooks—send automated internal alerts to accounts teams when reminders/overdues are sent to clients.
3.5. Gmail API
• Feature/Setting: Automate sending payment reminder emails by integrating with Gmail API to draft and send messages.
3.6. Microsoft Outlook/Graph API
• Feature/Setting: Automate desktop and web emails using Outlook’s SendMail API endpoint, auto-populate client, body, and invoice details.
3.7. WhatsApp Business API
• Feature/Setting: Use WhatsApp API to automate delivery of reminders for clients preferring WhatsApp communication.
3.8. Zoho Books
• Feature/Setting: Workflow rules and custom functions for auto-email/SMS reminders when invoices approach due or get overdue.
3.9. QuickBooks Online
• Feature/Setting: Automated reminders using QuickBooks’ Reminder API and invoice status triggers for outbound emails.
3.10. Xero
• Feature/Setting: Scheduled invoice reminders via Xero’s built-in automation and API-triggered notifications.
3.11. FreshBooks
• Feature/Setting: Automate overdue and upcoming payment reminders with FreshBooks automated emailing and API hooks.
3.12. Salesforce
• Feature/Setting: Workflow Rules/Process Builder—auto-update records and automatedly send reminders through native email/SMS integrations.
3.13. SAP Business One
• Feature/Setting: Alert System/DI API—automate overdue invoice alerts to account managers and automated customer notices.
3.14. HubSpot CRM
• Feature/Setting: Workflow automation—sending reminder emails or SMS via integrations triggered by deal/invoice stages.
3.15. Monday.com
• Feature/Setting: Automate sending reminder emails using automation recipes tied to due date fields in board items.
3.16. Pipedrive
• Feature/Setting: Custom workflows—send emails or trigger webhook automations when payment due dates are logged.
3.17. Trello
• Feature/Setting: Butler Automation—send Slack/email reminders or update cards when invoices become overdue.
3.18. Stripe
• Feature/Setting: Payment reminder emails sent via Stripe’s Billing settings or webhooks tied to invoice status.
3.19. Zapier
• Feature/Setting: Automate workflows by connecting ERP/payment system with email, SMS, or chat tools for reminders.
3.20. Google Calendar API
• Feature/Setting: Automated event creation/invitations for payment deadlines, push reminders via notifications.
3.21. Microsoft Teams
• Feature/Setting: Incoming Webhooks—automatedly notify the team or ping client contacts via Teams on approaching dues.
3.22. Amazon SES
• Feature/Setting: API-triggered transactional emails for payment reminders and overdue notices on large batches.
Benefits
4.2. Improves process consistency—automation ensures messages are never forgotten.
4.3. Reduces manual effort and administration, freeing staff for higher-value tasks.
4.4. Lowers outstanding payments and DSO by automating follow-ups.
4.5. Multichannel automation options cover client communication preferences.
4.6. Minimizes human error, ensuring compliance and auditability of all reminder interactions.