Scheduled supplier payment reminders

Purpose

1.1. Automatically sends scheduled payment reminders to suppliers to streamline invoice management and reduce late payment penalties.
1.2. Automates the tracking of due dates, escalating reminders as deadlines approach, enhancing supplier relationships.
1.3. Eliminates manual follow-up, automating communication in multiple channels (email, SMS, WhatsApp, phone).
1.4. Integrates procurement, ERP, accounting, and messaging systems to automate a unified supplier payment reminder workflow in industrial supply retail.
1.5. Ensures audit trails for each reminder action, supporting compliance and record-keeping via automation of logs.

Trigger Conditions

2.1. Payment due date detected from ERP, procurement, or accounting system.
2.2. Incoming supplier invoice flagged as 'pending'.
2.3. Absence of recorded payment by due date or approaching specified reminder threshold (e.g., 7/3/1 days before due).
2.4. Automatic schedule daily, weekly, or custom interval configured by user.
2.5. Multiple missed reminders escalates via additional channels or higher management via automation rules.

Platform Variants

3.1. SAP ERP
• Function/API: Configure Scheduled Batch Jobs + SAP Message Service to automate reminder emails to supplier contacts.
3.2. Oracle NetSuite
• Function/API: SuiteScript Scheduled Workflow, send automated reminders via Email Integration API to supplier emails.
3.3. Microsoft Dynamics 365
• Function/API: Power Automate + Payment Journal API, automate email or Teams reminders on overdue invoices.
3.4. QuickBooks Online
• Function/API: Scheduled Report API + SendReminder, automate email reminders for supplier bills.
3.5. Xero
• Function/API: Invoice Endpoint + Email Reminder Toggle, automate supplier payment reminders.
3.6. Zoho Books
• Feature/Setting: Automate Reminders under contacts, set schedule for payment reminders.
3.7. FreshBooks
• Function/API: Automated Late Payment Reminders in Settings, enable scheduled automation.
3.8. Twilio SMS
• Function/API: Programmable Messaging API; automate SMS reminders to suppliers’ mobiles.
3.9. SendGrid
• Function/API: Scheduled Email API, automate batch reminder emails.
3.10. Slack
• Function/API: Incoming Webhook, automate reminder messages to supplier or procurement Slack channels.
3.11. WhatsApp Business API
• Feature/Setting: Template Messages, automate payment reminders to suppliers’ WhatsApp contacts.
3.12. Gmail
• Feature/Setting: Scheduled Send/Google Apps Script; automate timed email reminders from procurement mailbox.
3.13. Outlook 365
• Function/API: Microsoft Power Automate + Outlook Send Mail, automate reminders to supplier inboxes.
3.14. Monday.com
• Function/API: Automations Center, set scheduled supplier payment reminders by status changes.
3.15. Asana
• Feature/Setting: Rules Automation; automate task assignments or messages for upcoming or overdue supplier payments.
3.16. Salesforce
• Function/API: Flow Builder + Scheduled Actions, automate payment reminder emails/SMS.
3.17. HubSpot
• Feature/Setting: Workflows Automation; automate email reminders to suppliers tied to payment stages.
3.18. Pipedrive
• Feature/Setting: Workflow Automation, send scheduled reminder emails to suppliers.
3.19. Trello
• Function/API: Butler Automation + Scheduled Card Actions for supplier invoice reminders.
3.20. Google Sheets
• Function/API: App Script Triggers; automate reminders based on due dates in sheets to supplier emails/SMS.
3.21. Zoho CRM
• Feature/Setting: Workflow Rules; automate payment reminder notifications for suppliers from CRM contacts.
3.22. Mailgun
• Function/API: Scheduled Batch Send API, automate mass supplier reminder emailing.
3.23. Microsoft Teams
• Feature/Setting: Scheduled Flow + Auto Message Post to notify procurement channels/suppliers via chat.
3.24. Intercom
• Function/API: Series Automation, push automated payment reminders via chat to suppliers.

Benefits

4.1. Minimizes late payments through proactive, automated outreach and escalations, reducing costs.
4.2. Improves cash-flow forecasting by automating routine supplier communications and payment confirmations.
4.3. Strengthens supplier trust via timely, consistent, and reliably automated reminders.
4.4. Frees up procurement staff by automating repetitive reminders and reducing manual effort.
4.5. Provides automation auditability, ensuring clear records for every supplier payment follow-up action.
4.6. Scales easily as business grows, with unified automation across multiple suppliers, systems, and channels.