Quoting, Invoicing & PaymentsPurpose
1.2. Automated reminders ensure consistent communication, minimize late payments, and support revenue stability.
1.3. Automation enables scalable and timely outreach, freeing up staff for core service delivery and enhancing professional image.
Trigger Conditions
2.2. Specified number of days past stated payment due date.
2.3. Lack of payment confirmation or transaction record.
2.4. Manual or automated tagging of invoice requiring follow-up.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API to send automated SMS notifications for overdue payments.
• Sample Configuration: Trigger SMS to client when invoice status switches to "overdue."
3.2. SendGrid
• Feature/Setting: Use Transactional Email API to automate reminder emails with invoice details.
• Sample Configuration: On overdue status, send templated reminder with payment link.
3.3. QuickBooks
• Feature/Setting: Enable automated invoice reminders via the Invoicing module or API.
• Sample Configuration: Activate "Automatic invoice reminders" in settings, configure frequency.
3.4. Xero
• Feature/Setting: Set up invoice reminder automation by adjusting Reminder Settings.
• Sample Configuration: Send automated reminders every set number of days post due date.
3.5. FreshBooks
• Feature/Setting: Automate email payment reminders through the Notifications feature.
• Sample Configuration: Schedule recurring overdue reminders for specific timeframes.
3.6. Zoho Books
• Feature/Setting: Automate follow-up using Workflow Rules for overdue invoices.
• Sample Configuration: Configure rule to email client upon overdue trigger.
3.7. HubSpot
• Feature/Setting: Use Workflow Automation for overdue payment follow-ups.
• Sample Configuration: Set trigger on deal stage "Payment Overdue," execute email notification.
3.8. Salesforce
• Feature/Setting: Automate reminders via Process Builder or Flow Builder for overdue payments.
• Sample Configuration: Create flow for overdue status to send email or SMS.
3.9. Stripe
• Feature/Setting: Use API/webhook for automated failed or overdue payment notifications.
• Sample Configuration: Trigger client emails on payment_intent.payment_failed event.
3.10. PayPal
• Feature/Setting: Use Invoicing API for scheduled reminder automation.
• Sample Configuration: Enable auto-reminders in client invoice settings.
3.11. Mailgun
• Feature/Setting: SMTP email automation for overdue invoices.
• Sample Configuration: Integrate with invoicing app, trigger API-based reminder email.
3.12. ActiveCampaign
• Feature/Setting: Automation workflows for client payment reminders.
• Sample Configuration: Trigger email on overdue payment tag applied to contact.
3.13. Slack
• Feature/Setting: Automate team notifications about overdue invoices using Incoming Webhooks.
• Sample Configuration: Notify finance channel when overdue flagged.
3.14. Microsoft Teams
• Feature/Setting: Use Power Automate to send overdue payment alerts to relevant teams.
• Sample Configuration: Post automated message when an invoice is overdue.
3.15. Trello
• Feature/Setting: Card automation for overdue invoices using Butler automation rules.
• Sample Configuration: Move invoice card to "Overdue" list and notify responsible staff.
3.16. Monday.com
• Feature/Setting: Use automations to notify team on overdue status.
• Sample Configuration: IF invoice overdue, THEN notify account manager.
3.17. Google Sheets
• Feature/Setting: Automate overdue payment tracking using Apps Script.
• Sample Configuration: Script sends email reminder when due date column exceeds today.
3.18. Notion
• Feature/Setting: Automate overdue status change and notification using Notion API.
• Sample Configuration: On status change to "Overdue," send email via integration.
3.19. WhatsApp Business API
• Feature/Setting: Automate payment reminders via WhatsApp messaging API.
• Sample Configuration: Schedule WhatsApp template message to send on overdue event.
3.20. Pabbly Connect
• Feature/Setting: Build automated multi-platform workflows for payment reminders.
• Sample Configuration: Trigger email/SMS/Slack notification upon invoice overdue.
Benefits
4.2. Standardized, automated messaging supports professionalism and brand consistency.
4.3. Automation improves overdue collections, reducing aged receivables.
4.4. Frees up staff from repetitive work, allowing greater focus on client and service delivery.
4.5. Automates multi-platform notifications to reach clients via their preferred channels.
4.6. Enables automators to scale without increasing administrative headcount.
4.7. Automated audit trail facilitates compliance and dispute management.