Invoicing & PaymentsPurpose
1.2. Automate sending personalized notices to customers whose payments are past due, using dynamic data.
1.3. Achieve consistent fee application complying with corporate policy for corporate billing cycles.
1.4. Automate escalation reminders, schedule fee increments, and customize notices for repeat late payers.
1.5. Reduce manual labor, human error, and optimize cash flow through automation of fee enforcement.
Trigger Conditions
2.2. Automate based on elapsed time since invoice due date (e.g., 1 day, 7 days, 30 days overdue).
2.3. Trigger automatedly when partial payment does not cover the total due.
2.4. Trigger new notices if payment remains outstanding after first fee application.
2.5. Support for automated batch processing at set intervals (e.g., nightly or weekly automator jobs).
Platform Variants
3.1. QuickBooks Online
• Feature/Setting: Automate fee calculation via the "Late Fees" preference, configure automated reminders via "Invoice Reminders" API.
3.2. Xero
• Feature/Setting: Automate with "Invoice Reminders" and "Accounts API" for fee line item insertion.
3.3. Sage Intacct
• Feature/Setting: Use "AR - Receivables Events" API to trigger automating fee entries and automated communication.
3.4. FreshBooks
• Feature/Setting: "Late Payment Reminders" automation and "Invoices API" for fee addition.
3.5. Zoho Books
• Feature/Setting: Configure "Late Fee Automation" and automate notices using "Invoices" and "Notifications API."
3.6. Wave
• Feature/Setting: Automate overdue invoice detection with "Recurring Invoice" and notice triggers via "Notification Email."
3.7. Microsoft Dynamics 365 Finance
• Feature/Setting: Automate collection management with "Collections Automation" and "Customer invoice API."
3.8. Stripe
• Feature/Setting: Use "Invoices API" for overdue detection and automate notifications with "Webhooks."
3.9. Square
• Feature/Setting: Automate using "Invoices API" and "Customer Notifications" for overdue reminders.
3.10. PayPal
• Feature/Setting: Configure "Invoicing API" for overdue status and automating follow-up via notification endpoints.
3.11. SAP Concur Invoice
• Feature/Setting: "Alerts/Notifications" and "Invoice API" automate fee assessment and notices.
3.12. Oracle NetSuite
• Feature/Setting: Automate fee rules in "Invoice SuiteScript" and "Automated Email Campaigns."
3.13. Salesforce Billing
• Feature/Setting: "Invoice Scheduler" and "Process Builder" for automatedly issuing fees and notices.
3.14. ServiceTitan
• Feature/Setting: "Job Followup Automation" and "Invoicing API" automate late fee actions.
3.15. Jobber
• Feature/Setting: Use "Invoice Reminders" automation and "Client Notification" via API or built-in reminder.
3.16. Intuit Mailchimp
• Feature/Setting: Automate late payer email journeys triggered by invoice status updates.
3.17. DocuSign
• Feature/Setting: "Envelope Events" automate sending late notices and payment requests attached to invoice PDFs.
3.18. Slack
• Feature/Setting: Configure "Incoming Webhooks" to automate internal alerts to finance team for manual escalation.
3.19. Twilio SMS
• Feature/Setting: Automate overdue payment SMS reminders using "Programmable Messaging" API.
3.20. SendGrid
• Feature/Setting: Use "Transactional Templates" with dynamic fields for automating customized email notices.
3.21. Google Sheets
• Feature/Setting: Use "Google Apps Script" to automate overdue tracking, late fee calculation, and email notifications.
3.22. Monday.com
• Feature/Setting: "Automations Center" and API integrations for invoice tracking and automated notifications.
Benefits
4.2. Automated notices maintain professionalism and consistency with corporate customers.
4.3. Automating escalation and repeat notifications reduces administrative burden.
4.4. Automated accuracy in fee calculation builds trust and decreases disputes.
4.5. Automation reduces time spent on repetitive tasks, letting staff focus on value-add activities.
4.6. Automated audit trails and history support compliance and reporting for masonry industry needs.