Overdue invoice alerts in Slack and Teams
Hear about payments and replies where your team already works.
- Choose which Trove reports you subscribe to
- Data is shared via a shared channel or a direct message
- Works the same in Slack and Teams
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Slack -
Microsoft Teams
Trusted by finance teams around the world
How Slack and Teams alerts work in Trove
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1
The news that matters, where your team already is
A customer pays, an invoice becomes 30 days overdue, it's time for the monthly overdue invoices report.
Trove lets the relevant people know in Slack or Teams with the right links to further information.
# finance-updates
Trove App 09:42
Northfield Ltd paid INV-1042, £2,400.00
Remaining overdue: £0.00 · Account owner: Joe
View in Trove -
2
A shared channel or a direct message
Send Trove alerts to a shared finance channel so the whole team sees what's moving, or send them as direct messages to the person who owns the customer.
Send alerts to
# finance-updates -
3
Choose what you hear about
Each team member can subscribe to the alerts they want in Trove.
Alongside individual alerts, set up a regular report to land in Slack or Teams, so the team starts the week knowing where things stand.
Weekly overdue report
EveryMonday, 09:00
Post to# finance-updates
Overdue this week £24,470
- Joe6 customers£12,400
- Harshah4 customers£8,150
- Amy2 customers£3,920
Resources on slack and Teams alerts
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Slack and Teams alerts: common questions
Everything you need to know
Does Trove integrate with Slack and Microsoft Teams?
Yes. Trove sends alerts to Slack and Microsoft Teams on the Integrated plan. Both work the same way.
What can Trove send alerts about?
Things like a customer paying, a customer replying to a chaser, or a regular credit control report. Each alert links to the customer in Trove.
Can alerts go to one person instead of a whole channel?
Yes. Alerts can go to a shared channel or as a direct message, so account managers can hear about their own customers.
How do I stop the channel getting noisy?
Each person subscribes to the alerts they want in Trove, so they only get the ones that matter to them.
Can I reply to a customer from Slack or Teams?
No. Alerts are notifications with a link to the customer in Trove, where you can reply, log a promise or change the chase.
Related features
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CRM access
Overdue invoices and every chaser on the HubSpot record, with chasing routed by your CRM data.
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AI Reply Agent
Reads customer replies, logs promised payment dates and drafts your response for you to approve.
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Kanban board
A shared board of overdue accounts, synced with your accounting system, with an owner on every card.
See it working on your own customers
See slack and Teams alerts in action.
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