Automatic payment reminders for overdue invoices

The scenario checks unpaid invoices daily and sends the client a reminder, a formal notice, or a legal warning depending on how overdue it is. Your team sees every step in the messenger.

  • Reminders go out on time, not when someone remembers
  • Three escalation levels, from polite to legal
  • Email plus a physical letter to their address
  • Your team stays in the loop — every send lands in the messenger
Set it upScriptera

How it works

To get botHelp notifications in enkod, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Schedule Daily Check
  2. Then: Configuration
  3. Then: Your Company Details
  4. Then: URL to Fetch Invoices
  5. Then: Encode API Key
  6. Then: Fetch Invoices from System
  7. Check: Contains Error?
  8. If yes: Error Fetching Invoices
  9. If no: Extract Invoices
  10. Check: Filter Unpaid Invoices Due Today or Earlier
  11. Then: Assign Endpoint to Invoice Type
  12. Then: Deduplicate Contractors
  13. Then: URL to Fetch Contractor Information
  14. Then: Encode API Key to Fetch Contractor Information
  15. Then: Fetch Contractor Information
  16. Check: Contains Error? 2
  17. If yes: Error Fetching Contractor Data
  18. If no: Extract Contractor Data
  19. Check: Merge Invoice with contractor
  20. Check: Invoices for Reminder
  21. Then: Payment Reminder
  22. Then: URL for Sending Reminder
  23. Then: Encode API Key for Sending Reminder
  24. Then: Send Reminder
  25. Then: Payment Reminder Slack Notification
  26. Check: Y Days After Due Date
  27. Then: Pre-trial summon Reminder
  28. Then: Prepare Mail and Letter HTML Contents for Pre-trial summon
  29. Check: Send pre-trial summon via Email?
  30. If yes: Send pre-trial summon mail
  31. Check: Send pre-trial summon with post office?
  32. If yes: Send pre-trial summon letter via PostGrid
  33. Then: Pre-trial summon Slack Notification
  34. Check: Z Days After Due Date
  35. Then: Summons to court Reminder
  36. Then: Entering legal route Slack Notification
  37. Then: Prepare Mail and Letter HTML Contents for entering legal route
  38. Check: Send entering legal route via Email?
  39. If yes: Send entering legal route mail
  40. Check: Send entering legal route with post office?
  41. If yes: Send entering legal route letter via PostGrid

You can launch this botHelp + enkod integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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