Payment chasing — following up on overdue invoices — takes significant time and creates awkward client interactions. Most agencies send the first follow-up by hand, forget the second, and end up with AR aging they don't track closely enough. A Make.com scenario triggered by Stripe payment events automates every stage of the follow-up process, from initial reminder to escalation alert, with no human involvement until a human decision is actually required.
The Three-Stage Automated Reminder Sequence
Stage 1 (Day 7 after invoice): Make.com checks Airtable for invoices with status Pending and a due date 7 days past. For each match, it sends a reminder Gmail using a template that references the specific invoice number and amount. Stage 2 (Day 14): A second check finds invoices still unpaid at 14 days. A second email is sent — firmer in tone, with the pay-now link prominently embedded. Stage 3 (Day 21): Any invoice unpaid at 21 days generates a Slack alert to the finance channel with the client name, invoice amount, and invoice age. This is when human escalation is appropriate — after two automated reminders have been sent.
Stripe Webhooks Complete the Loop
When payment is received, Stripe fires a webhook to Make.com. The scenario updates the Airtable invoice record to Paid, updates the Softr portal billing tab to show the paid status, and sends a payment confirmation Gmail with a receipt. The internal Slack billing channel gets a notification. The entire payment cycle — from invoice creation to receipt confirmation — runs without any manual steps. The full billing automation is demonstrated at omnionlinestrategies.com/client-portal-demo.