Sending payment reminders at defined intervals

Purpose

1.1. Automate the process of sending payment reminders to customers with overdue invoices in leather repair operations.
1.2. Ensure clients are reminded at predefined intervals, reducing manual effort and improving payment collection rates.
1.3. Enable configurable scheduling, personalized notification methods (SMS, email, WhatsApp, push), and logs for every automated reminder.
1.4. Integrate with invoicing and CRM to automate based on due dates, payment status, and customer preference.

Trigger Conditions

2.1. Invoice marked as unpaid or overdue in invoicing platform.
2.2. Payment due date reached or exceeded with balance outstanding.
2.3. Predefined reminder intervals met (e.g., 3/7/14 days after due date).
2.4. Customer or admin request for custom reminder schedule in CRM.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate SMS reminders; configure SMS API with scheduled job for unpaid invoice clients.
3.2. SendGrid
- Feature/Setting: Automate email reminder triggers; configure transactional email API with templated content and scheduling logic.
3.3. Gmail API
- Feature/Setting: Automates sending reminder emails; setup OAuth and draft automation script to send based on invoice status.
3.4. Outlook 365
- Feature/Setting: Automate sending emails; use Outlook Mail API to push reminders on invoice overdue status via Outlook sendEmail endpoint.
3.5. WhatsApp Business API
- Feature/Setting: Automates WhatsApp reminders; configure message template and automated schedule for overdue cases.
3.6. Slack
- Feature/Setting: Automate internal staff reminders using Slack messages; setup Slack Bot API to alert finance team for follow-up.
3.7. Microsoft Teams
- Feature/Setting: Automates staff notifications; use Teams Bot API for scheduler-driven message posts to invoice reminder channel.
3.8. QuickBooks Online
- Feature/Setting: Automate payment status check and reminder emails; configure webhook and automation rules on overdue events.
3.9. Xero
- Feature/Setting: Automates unpaid invoice detection; setup API polling and automated email triggers to customer emails.
3.10. FreshBooks
- Feature/Setting: Automates reminder intervals; configure recurring reminders on invoice status using API endpoints.
3.11. Zoho Books
- Feature/Setting: Automate email/SMS follow-up; configure automated reminder rules on customer record or invoice event.
3.12. Stripe
- Feature/Setting: Automates notifications for outstanding payment intents; set webhook and trigger email/SMS via API.
3.13. PayPal
- Feature/Setting: Automate overdue invoice emails; enable payment reminders through invoice API and webhook automation.
3.14. HubSpot CRM
- Feature/Setting: Automate reminders via workflow automation; use Workflow API to detect unpaid deals and trigger notifications.
3.15. Salesforce
- Feature/Setting: Automates payment alert workflows; use Flow Builder or Process Builder for invoice object triggers and external notification through API.
3.16. Mailgun
- Feature/Setting: Automate reminder email dispatch; configure scheduled sends with personalized content via API.
3.17. Mandrill (Mailchimp)
- Feature/Setting: Automate transactional email reminders; configure template, event-based sends via API.
3.18. Pabbly Email
- Feature/Setting: Automates periodic email reminders; schedule based on dynamic fields (due dates, client info).
3.19. Telegram Bot API
- Feature/Setting: Automate notification via Telegram; setup chat bot with message automation on overdue status.
3.20. Pushover
- Feature/Setting: Automate push notifications; setup app and notification rules for finance staff reminders.
3.21. Zapier
- Feature/Setting: Automate multi-channel reminders; use Zapier automation to link triggers from invoices to actions in any channel.
3.22. SMSAPI
- Feature/Setting: Automates SMS alerts for overdue invoices; configure scheduled SMS jobs via API call with customer phone data.
3.23. ActiveCampaign
- Feature/Setting: Automates multi-stage reminder emails; use automation campaigns triggered by invoice due event.

Benefits

4.1. Streamlines and automates recurring payment reminders, lowering manual admin.
4.2. Reduces late payments through automated, consistent, multi-channel outreach.
4.3. Customizable intervals and channels improve effectiveness and customer experience.
4.4. Automating billing reminders increases cash flow and reduces follow-up workload.
4.5. Enables automated logging, tracking, and reporting of each reminder sent.