How to Automate Payment Reminders with Linbis
Late payments are one of the biggest challenges in logistics. Finance teams often spend hours sending manual reminders for overdue invoices, which delays cash flow and increases administrative work.
Payment reminder automation Introduction
With Linbis payment reminder automation, companies can automatically notify customers of upcoming and overdue invoices, include payment links, and escalate unpaid bills—all without manual intervention.
Step 1: Map the Workflow
- Trigger: Invoice issued in Linbis or accounting system.
- Reminder Flow:
- 7 days before due date → Friendly reminder.
- On due date → Formal reminder with payment link.
- 7, 14, 30 days overdue → Escalation sequence.
- 7 days before due date → Friendly reminder.
- Escalation: If invoice >60 days overdue, notify finance manager.
- Closure: When customer pays, invoice is automatically marked as closed.
Step 2: Choose Your Tools
- Source System: Linbis TMS, QuickBooks, Xero, SAP.
- Automation: Zapier, Make, Power Automate.
- Payment Links: Stripe, PayPal, Square.
- Notifications: Email, WhatsApp (Twilio), Slack, Teams.
Step 3: Build the Automation (Example in Linbis + Zapier)
- Trigger: New invoice issued.
- Schedule Reminders:
- Day -7: Pre-due friendly reminder.
- Day 0: Payment due today notice.
- Day +7: Overdue reminder with late fee warning.
- Day -7: Pre-due friendly reminder.
- Escalate:
- At 60 days, Slack alert to finance lead.
- At 60 days, Slack alert to finance lead.
- Auto-Close: Stripe payment received → Invoice closed in Linbis.
Step 4: Test the Workflow
- Issue test invoice.
- Verify reminders are sent on schedule.
- Confirm escalation triggers correctly.
- Ensure payment updates status automatically.
Step 5: Optimize
- Segment customers: VIP vs high-risk accounts.
- Add late fee automation after 30 days.
- Integrate with CRM for customer credit history.
- Provide self-service portal for invoice downloads.
Payment reminder automation Benefits 📈
- Faster Payments: Reduced average days outstanding.
- Efficiency: Less manual work for finance teams.
- Accuracy: Consistent reminder schedule.
- Cash Flow: Predictable collections cycle.
- Professionalism: Clear, automated communication with customers.
Payment reminder automation Conclusion
Automating payment reminders with Linbis helps logistics companies secure faster collections, reduce overdue invoices, and improve cash flow. By combining TMS data with automation tools, finance teams gain efficiency and consistency—freeing time for strategic work.