Payment reminder emails to customers and partners

Purpose

1. Automate the sending of payment reminder emails to customers and partners for outstanding invoices in a locks supplier wholesale security supplies business.

2. Automated reminders ensure prompt payment collection, reduce DSO (days sales outstanding), and minimize manual accounting workload.

3. Automation covers recurring reminders, escalation triggers, tracking of email opens, and payment hyperlink inclusion for streamlined receivables management.

Trigger Conditions

1. Invoice due date approaching within X days (e.g., 3, 7, or customizable).

2. Payment status remains unpaid/pending in ERP or accounting system.

3. Partial payment detected; automate reminder for outstanding balance.

4. Failed previous reminder email (bounce/rejection) triggers alternate-channel automation.

5. Customer or partner flagged for recurring late payments—initiate automated stricter cadence.

Platform Variants

1. Microsoft Power Automate

• Feature/Setting: Use "When an item is due" from Dynamics 365 or "Scheduled Flow" linked to Microsoft Outlook "Send Email (V2)" connector.
  

2. Zapier

• Feature/Setting: "Schedule by Zapier" with "Filter" for invoice due date and "Gmail/Outlook: Send Email" automation.
  

3. Make (Integromat)

• Feature/Setting: "Watch Invoices" in Xero/QuickBooks module + "Send Email" module for automated email.
  

4. Salesforce

• Feature/Setting: "Process Builder" to automate email alert upon "Invoice Status = Overdue".
  

5. HubSpot

• Feature/Setting: "Workflows" with trigger on custom date property (Invoice Due) and "Send Email" action.
  

6. QuickBooks Online

• Feature/Setting: "Send reminders" toggle in Recurring Transactions, configure automated outbound reminders.
  

7. Xero

• Feature/Setting: "Invoice Reminders" automation, configure cadence and template in Xero Settings.
  

8. FreshBooks

• Feature/Setting: Enable "Automatic Late Payment Reminders" under Email Notifications.
  

9. Odoo

• Feature/Setting: Accounting > Automated Follow-ups, enable reminders and "Send by Email" option.
  

10. Stripe

• Feature/Setting: Enable "Automatic email reminders for overdue invoices" in Billing Settings.
  

11. Square

• Feature/Setting: Invoices > Settings > "Auto-remind customers about unpaid invoices".
  

12. Google Apps Script

• Feature/Setting: Time-driven trigger, GmailApp.sendEmail automated from Spreadsheet invoice data.
  

13. Twilio SendGrid

• Feature/Setting: "Automated Workflows" using "Send Email API" (v3) with recipient and dynamic content.
  

14. Mailgun

• Feature/Setting: "Scheduled Send" using /messages API endpoint for automating reminders by template and variables.
  

15. AWS SES

• Feature/Setting: Lambda function triggered by CloudWatch Events, uses SES SendEmail API for automation.
  

16. Brevo (Sendinblue)

• Feature/Setting: "Automation" workflow, trigger on contact date property (invoice due) + "Send email" action.
  

17. Zoho Books

• Feature/Setting: Automated "Payment reminders" in Reminders Settings, customizable cadence.
  

18. Pabbly Connect

• Feature/Setting: Scheduler with Gmail/SMTP module for recurring automated email reminders.
  

19. Slack (as escalation)

• Feature/Setting: Workflow Builder or API to post internal automated alerts for high-priority overdue accounts.
  

20. Monday.com

• Feature/Setting: Automations > "When status changes to overdue, send email to person column".
  

21. Asana

• Feature/Setting: Rules automation; when custom "Invoice Due" task date arrives, trigger Asana email integration.
  

22. Workato

• Feature/Setting: Recipe using "Schedule Trigger" + "IF unpaid" filter and "Send Email" connector.
  

23. NetSuite

• Feature/Setting: SuiteFlow automation for overdue invoices triggers email template.
  

24. SAP Business One

• Feature/Setting: Campaign Management > "Payment Reminder" campaigns, automate schedule.
  

Benefits

1. Automates follow-up for receivables, minimizing manual intervention.

2. Accelerates cash flow by automatedly reducing late payments.

3. Standardizes communication, automating compliance and improving customer relationships.

4. Automates escalation and reporting for accounting and financial ops teams.

5. Enables tracking and analytics on all automated reminders sent.

6. Provides scalable, auditable, and error-free automatable process across email and alternate channels for payment compliance.