SANOCEA™Workflows Library
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F02 · INVOICING & ACCOUNTS RECEIVABLE

Stay on Top of Unpaid Invoices

F02 · Overdue Payment Reminders Sweeper

Reads an invoice CSV file, identifies invoices that meet configured overdue rules and prepares or sends reminders according to its escalation schedule and suppression rules.

PRODUCT SUMMARY AT A GLANCEF02
Primary OutcomeScans unpaid invoices from an exported spreadsheet and prepares polite, tiered reminders with built-in quiet periods.
How It RunsRuns on Python (Any standard computer or server)
Setup ExpectationsRequires an invoice CSV export, Python, and email configuration. Includes a safe dry-run mode before enabling sending.
Verification StatusCode & Logic Tested: Tested automatically in isolated environment
Current Acquisition: Staged private preview · Inquiries handled directly by engineering with invoices issued within 1 business day.
Enquire by Email (F02) →

What Goes Wrong in an Ordinary Working Day

Businesses often spend time checking unpaid invoices and deciding when to follow up.

The Impact on Your Business & Customers

Reminders can be delayed or forgotten, making payment follow-up inconsistent and slowing down company cash flow.

What This Tool Does & What Changes for You

This script reads an invoice spreadsheet (CSV export), identifies which invoices are past their due dates, and prepares or sends polite reminders according to a sensible schedule (a gentle note after 3 days, a firm reminder after 7 days, and a formal note after 15 days). It enforces a mandatory 3-day quiet window between reminders so clients are never spammed.

What Changes in Practice:

Makes routine overdue-invoice follow-up more consistent without manual calculation. You can run it in safe Dry-Run mode to review every email before deciding to send.

What You Need Before Getting Started

  • An exported spreadsheet (CSV) of your open invoices from your accounting software or billing tool.
  • A computer running Python 3.10+ (Windows, Mac, or Linux).
  • Your business email account details (SMTP) for sending reminder emails.

Technical Setup Guidance: The script includes a safe --dry-run option. We strongly recommend testing with --dry-run first to preview exactly what would be prepared before enabling real email dispatch.

Setup Difficulty & Expected Time

Low to Moderate (5–10 minutes). Requires configuring your email settings in a configuration file.

What You Receive in the Download Archive

Every deliverable is clean, self-contained, and ready for immediate deployment. You receive the complete files, configuration templates, setup guides, and automated tests.

File NameDeliverable Description
remind.pyStandalone, deterministic Python CLI sweeper script
architecture_preview.svgVisual architecture and execution pipeline diagram
invoices.example.csvSample invoice register CSV format
.env.exampleConfiguration parameter template for SMTP credentials
SETUP.mdCron scheduling and dry-run execution guide
CREDENTIALS.mdStep-by-step instructions for SMTP app passwords
COSTS.mdFree tier and third-party fee disclosures
LICENSING.mdSanocea Commercial License & Author Verification
tests/test_f02_remind.pyReproducible automated test suite

Architecture Diagram & Tested Capabilities

For technical teams or developers assisting your business, below is the visual execution architecture and automated verification breakdown:

Stay on Top of Unpaid Invoices Architecture Pipeline Diagram
⚡Deterministic execution flow: runs on your own compute with zero telemetry tracking.

Verification Disclosure

The overdue calculations, 3-tier reminder ladder, quiet periods, and safe dry-run mode have been verified with 100% passing automated test suites in an isolated environment. Email sending was verified with local mock tests without contacting live clients.

Accurate Due Date Calculation

Calculates overdue days relative to today or a reference date.

Fully Tested

3-Tier Reminder Ladder

Tier 1 (3–6 days): Friendly check; Tier 2 (7–14 days): Clear reminder; Tier 3 (15+ days): Formal notice.

Fully Tested

Anti-Spam Quiet Window

Enforces a strict 3-day quiet period between successive notifications for the same invoice.

Fully Tested

Paid & Cancelled Invoice Filtering

Automatically skips PAID, VOID, and CANCELLED invoices.

Fully Tested

Safe Dry-Run Mode

Includes a --dry-run flag allowing complete preview on screen without sending live emails.

Fully Tested

Email Transport Verification

Verified with local test email servers; zero live client emails sent during testing.

Mock-Verified

Documented Limitations & Third-Party Costs

We believe in complete transparency. Review the documented technical boundaries and external service fee breakdown below prior to obtaining the package:

⚠️Documented Boundaries & Considerations

  • Evaluates static CSV exports; does not perform direct live bank API or payment gateway reconciliation.
  • Requires scheduling via cron, systemd timer, or Windows Task Scheduler for daily automated sweeping.
ComponentEstimated CostDetails & Free Tier Allowances
Sanocea Software License₹0 / $0Perpetual commercial use license
Python Runtime₹0 / FreeStandard Library only (no pip dependencies)
Server / Workstation Execution₹0 / FreeRuns locally on your computer
Email DeliveryFree tierUses existing business email or free SMTP tier (100 emails/day)
Ready for DeploymentPrivate Preview · Direct Email Inquiries

Acquire the F02 Package

Receive the complete distributable archive containing remind.py, step-by-step setup guides, mock fixtures, and automated test suites.

Direct Delivery via EngineeringSelf-service payment checkout is currently undergoing staged integration testing. For immediate customer delivery or technical licensing enquiries, contact us directly at hello@sanocea.com. We issue packages with custom invoices within 1 business day.
Inquire to Acquire (F02) →Direct engineer-verified delivery · Instant digital archive via secure link

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