How to Automate Overdue Payment Collection

To automate overdue payment collection, you trigger the reminder from the due date on the record. Nobody has to notice that a payment is late, because the system already did.

Why collection is done inconsistently

Chasing payment is uncomfortable, which means it gets postponed until someone runs a report.

Overdue invoices noticed weeks after the date
Some customers chased and others forgotten
Reminders sent in different tones by different people
Cash flow affected by a process nobody owns

What a collection flow needs

A reliable due date stored in a real date field
A trigger based on that date rather than on someone noticing
A channel — email, or WhatsApp through an approved template
An escalation, where reminders change tone over time
A stop condition, so paid invoices are never chased

How to configure it in Jestor

Store the due date in Jestor as a proper date field, not text.
Create an automation triggered by the due date passing.
Choose the action — an email, or a WhatsApp template through the native automation.
Pull the recipient from the contact field so each record messages its own customer.
Add a condition so records already marked paid are excluded.

Why choose Jestor for financial automation?

Jestor connects natively to financial tools including Asaas, Omie, and Conta Azul, so payment status can come from the system that actually knows it rather than from a manual update.

Because WhatsApp automations are native and use the official Meta API, a reminder outside the 24-hour window goes out as an approved template rather than failing silently.

Frequently Asked Questions

Can reminders go out on WhatsApp?

Yes, through a native template automation.

How do I avoid chasing paid invoices?

Add a condition excluding records marked paid. See jestor.com.

Does the due date need a specific field type?

Yes, a date field — text cannot be compared reliably.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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