Automated invoice reminders to clients

Purpose

1.1. Automates the process of notifying clients about pending, due, or overdue invoices for the grocery delivery service, ensuring timely payments, reducing manual follow-ups, minimizing missed income, and maintaining cashflow health.
1.2. Enables reliable automated communication by integrating notification systems with invoicing or accounting software, supporting SMS, email, push, and in-app alerts.
1.3. Standardizes follow-up frequency, escalation steps, client-specific message personalization, and payment CTA delivery for enhanced collection rates.

Trigger Conditions

2.1. Invoice status updates to “due” or “overdue” in the accounting or ERP platform.
2.2. Scheduled periodic events (automate reminders X days before/after due date).
2.3. Manual override for sending one-time custom reminders.
2.4. Payment confirmation triggers to halt the automation upon successful payment.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automates SMS reminders using Twilio’s Messaging API. Configure SMS flow, sender ID, and schedule in Twilio Console.
3.2. SendGrid
• Feature/Setting: Automates email reminders utilizing the SendGrid Email API; set automated triggers with dynamic templates.
3.3. Slack
• Feature/Setting: Automates notification of internal teams for overdue invoices using Slack Incoming Webhooks or Events API.
3.4. WhatsApp Business API
• Feature/Setting: Automates direct invoices reminders to clients through WhatsApp templates and scheduled message endpoints.
3.5. Microsoft Outlook
• Feature/Setting: Automate email reminders via Microsoft Graph API, configuring scheduled sends in Office 365.
3.6. Google Calendar
• Feature/Setting: Automator schedules invoice events and auto-sends reminders via Calendar event notifications.
3.7. HubSpot
• Feature/Setting: Automates workflows for financial reminders using Workflow Automation and Email API.
3.8. QuickBooks Online
• Feature/Setting: Automates scheduled reminders using QuickBooks Automated Invoice Reminders; configurable per client or invoice type.
3.9. Xero
• Feature/Setting: Automates repeating invoice reminders in Xero’s Automated Invoice Reminder settings.
3.10. FreshBooks
• Feature/Setting: Automate reminders through FreshBooks Automatic Payment Reminders feature; configure cadence and templates.
3.11. Zoho Books
• Feature/Setting: Automate dunning emails using Zoho Books “Payment Reminders” automation module.
3.12. Salesforce
• Feature/Setting: Automates notification triggers in Salesforce Flow or Process Builder with email and SMS actions.
3.13. Shopify
• Feature/Setting: Automates reminder notifications using Shopify Flow app and Email API actions.
3.14. Mailgun
• Feature/Setting: Automates and configures recurring reminders through Mailgun Send API and scheduled jobs.
3.15. Pipedrive
• Feature/Setting: Automates follow-up activities via Pipedrive Workflow Automations for invoice deals.
3.16. Klaviyo
• Feature/Setting: Automates segmented reminder flows using Klaviyo’s flow automation and template engine.
3.17. Intercom
• Feature/Setting: Automates in-app and email invoice reminders via Event Triggers and Campaigns.
3.18. Zapier
• Feature/Setting: Automates multi-platform reminders by connecting invoicing and communication platforms utilizing Zap triggers and Actions.
3.19. ActiveCampaign
• Feature/Setting: Automates customer email and SMS reminders with Workflow Automations linked to payment status.
3.20. Stripe
• Feature/Setting: Automates reminder notifications using Stripe Billing’s automatic reminder emails and webhooks.

Benefits

4.1. Automates routine invoice follow-ups for higher payment reliability and operational efficiency.
4.2. Reduces human error and manual workload via programmatic automation.
4.3. Enhances cash flow and minimizes overdue outstanding amounts through timely, automatedly sent reminders.
4.4. Improves client experience by standardized, clear, and consistently scheduled communications.
4.5. Provides customizable automation functionalities across a diverse stack enabling scalable automating as the business grows.