Billing and FinancePurpose
1.2. Ensures jewelry appraisers automatically notify clients via multiple channels when invoices remain unpaid by their due date, streamlining the entire invoicing cycle.
1.3. Facilitates compliance and professional communication standards with scheduled, templated reminders and optional escalation workflows.
Trigger Conditions
2.2. Automate reminder after X days overdue, with escalation if not paid within specified intervals.
2.3. Manual override for urgent reminders or pausing automation for dispute cases.
Platform variants
3.1. Stripe
• Feature/Setting: Automate using Invoice.payment_failed webhook to trigger reminder email/SMS via custom notifications.
3.2. QuickBooks Online
• Feature/Setting: Automate Reminders in Settings > Automation, or use API to GET invoices with “Open” status, send reminders using SendReminder endpoint.
3.3. Xero
• Feature/Setting: Automate invoice reminders under Settings > Invoice reminders or via the xero.invoices API GET/POST.
3.4. FreshBooks
• Feature/Setting: Automate setting automatic payment reminders in Invoices > Automation, or use the /api/invoices endpoint.
3.5. Zoho Books
• Feature/Setting: Automate via Settings > Reminders, or use Invoice API POST /invoices/remind.
3.6. Sage Business Cloud
• Feature/Setting: Automate using Recurring Reminders rules, trigger via invoice status API GET and email automation.
3.7. Salesforce
• Feature/Setting: Automate using Workflow Rules or Process Builder for custom reminder workflows via email/SMS; REST API to fetch invoice status.
3.8. Microsoft Dynamics 365
• Feature/Setting: Automate with Power Automate Flows or configure Invoice Collection Automation module.
3.9. Odoo
• Feature/Setting: Automate scheduled action for invoice model, or use account.invoice model automation.
3.10. Wave Apps
• Feature/Setting: Automate reminders via Invoice Automations in Settings; API PATCH to update reminder status.
3.11. PayPal Invoicing
• Feature/Setting: Automate via POST /v2/invoicing/invoices/{invoice_id}/remind endpoint.
3.12. HubSpot
• Feature/Setting: Automate using Workflows for deal stages, or Invoice reminders integration.
3.13. SendGrid
• Feature/Setting: Automate by using API v3 /mail/send to deliver templated reminder emails.
3.14. Twilio SMS
• Feature/Setting: Automate SMS reminders using API POST /Messages endpoint.
3.15. Slack
• Feature/Setting: Automate channel or DM notifications via Slack API chat.postMessage for internal finance team follow-ups.
3.16. Mailgun
• Feature/Setting: Automate sending reminders through POST /messages endpoint with dynamic templates.
3.17. Gmail (Google Workspace)
• Feature/Setting: Automate scheduled email sends with Gmail API /messages.send and Apps Script Triggers.
3.18. Outlook (Microsoft 365)
• Feature/Setting: Automate reminders via Power Automate connector or MS Graph API POST /sendMail.
3.19. Calendly
• Feature/Setting: Automate invoice review meetings for overdue clients via scheduled reminders and invite triggers.
3.20. Monday.com
• Feature/Setting: Automate updating boards with invoice reminder status and use automations to notify assignees.
3.21. Trello
• Feature/Setting: Automate card creation or updates using Butler automation when invoices are overdue.
3.22. Notion
• Feature/Setting: Automate database entries for overdue invoices and trigger notifications via API.
Benefits
4.2. Automated reminders improve payment rates, cash flow stability, and client accountability.
4.3. Ensures consistent, timely communications and compliance with standard operating procedures.
4.4. Allows scalable, audit-ready documentation of all follow-up attempts through automation.
4.5. Centralizes and automates both external (client) and internal (finance team) notifications for unmatched efficiency.