Payment due reminders

Purpose

1.1. Automate payment due reminders to customers or vendors for Kashmiri restaurant, reducing manual follow-up and missed payments.
1.2. Automating finance tasks optimizes cash flow, reduces late fees, and enhances vendor relations.
1.3. Automates periodic checks for upcoming dues and dispatches reminders through diverse communication channels (SMS, email, WhatsApp, phone calls).

Trigger Conditions

2.1. Automated trigger when an invoice due date is approaching (e.g., 3 days before, on due date, 3 days after).
2.2. Automating triggers when invoice status remains “pending” or “unpaid” beyond certain thresholds.
2.3. Automates upon new invoice entry or status change in POS or accounting system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS API; configure outgoing SMS with due invoice info.
3.2. SendGrid
• Feature/Setting: Email API v3; automate email reminders with invoice details as dynamic content.
3.3. WhatsApp Business API
• Feature/Setting: Automated WhatsApp reminders using message templates; set trigger via API.
3.4. Gmail API
• Feature/Setting: Automated email draft/send; configure with authenticated send, custom reminders.
3.5. Outlook API
• Feature/Setting: Automates reminder emails using Microsoft Graph; set up event-based email flows.
3.6. Slack
• Feature/Setting: Slack Bot Message; automate direct message reminders to internal staff.
3.7. Microsoft Teams
• Feature/Setting: Flow automation to post reminders in channel or DM; configure with Graph API.
3.8. Pabbly Connect
• Feature/Setting: Trigger-based workflow; automate reminders using SMS or email modules.
3.9. Zapier
• Feature/Setting: Automator connects POS/accounting tool with email/SMS services for auto reminders.
3.10. Zoho Books
• Feature/Setting: Automated reminder scheduler within “Reminders & Notifications” settings.
3.11. QuickBooks Online
• Feature/Setting: Automates payment reminders through “Automated reminders” under “Sales”.
3.12. Xero
• Feature/Setting: Auto email reminders for unpaid invoices with custom schedule.
3.13. FreshBooks
• Feature/Setting: Automatically sends payment reminders at set intervals post-invoice creation.
3.14. HubSpot
• Feature/Setting: Workflow automation; triggers reminder emails/SMS on property conditions.
3.15. Salesforce
• Feature/Setting: Workflow Rule with Email Alert; automates reminders upon record criteria met.
3.16. Mailgun
• Feature/Setting: Email API; automates SMTP sending of reminder templates with dynamic fields.
3.17. Plivo
• Feature/Setting: SMS API; automates texts to phone numbers as per due list.
3.18. MSG91
• Feature/Setting: Automated messaging via Transactional SMS; configure API key and message templates.
3.19. Telegram Bot API
• Feature/Setting: Automates push messages to Telegram users, vendors, or groups with reminders.
3.20. Monday.com
• Feature/Setting: Automate board integrations; configure due date reminders via automations center.
3.21. Airtable
• Feature/Setting: Automates scheduled script or integration to trigger reminders based on fields.
3.22. ClickSend
• Feature/Setting: SMS/Email API automates message dispatch on invoice due triggers.

Benefits

4.1. Automating reminders eliminates manual errors and ensures every due payment gets a timely nudge.
4.2. Increased collection rate through persistent, automated communication.
4.3. Automates multi-channel reminders to cover all recipient preferences, improving engagement.
4.4. Automation saves staff time for core Kashmiri restaurant activities, boosting productivity.
4.5. Automated reporting allows transparent tracking of reminder deliveries and response statuses.