Clientexec SMS Invoice Alerts (Twilio) automatically sends text-message reminders to your customers for upcoming and overdue invoices. It respects client opt-in, avoids spam with cooldowns and per-invoice caps, and uses your company name in each message for clarity.
Key Features
Twilio Integration – Reliable SMS delivery using your Twilio account.
Upcoming & Overdue Alerts – Trigger on exact day offsets (e.g., +1, +3, +7 / −1, −3, −7, −14).
Anti-Spam Controls – Prevent duplicate or excessive texts:
- Cooldown: don’t resend the same alert type within N days
- Max Sends Per Invoice: hard cap across all alerts for that invoice
- Quiet Hours: pause sends overnight
Client Opt-In & Phone Fields – Works with your existing
User custom fields:
- Opt-in (Yes/No or checkbox)
- Phone number (any label; auto-detects by name)
Company Branding – Uses your Clientexec company name in the SMS template.
Smart Templates – Tokens for {company}, {invoice_id}, {amount}, {balance}, {due_date}, {days_overdue}.
Why This Add-on Helps
- Reduce late payments with just-in-time reminders
- Lower support load by keeping customers informed
- Fewer duplicate texts thanks to cooldowns and caps
What’s Included
- Service plugin for Clientexec (Automation Services)
- Configurable day offsets, cooldown days, max sends, quiet hours
- Twilio settings and message templates
Requirements
- Clientexec 6.8+ with cron/services running
- Twilio account & SMS-enabled number
- User custom fields for Phone and SMS Opt-In
Quick Setup
- Upload to
/plugins/services/smsinvoicealerts/
- Run the included SQL to create the send-history table
- Set Twilio SID/Auth/From, map your custom fields, choose day offsets
- Enable the service and let cron handle the rest
Note: Twilio trial accounts prepend “Sent from your Twilio trial account”.
