Invoice payment reminders

Late payments get paid sooner when the reminder arrives at the right moment. Every morning this reads your Invoices sheet and emails each customer whose unpaid invoice is due in 3 days, due today, or 7 days overdue, with wording that gets firmer as the date passes.

An invoice 30 days overdue is not sent to the customer again. It goes to your finance manager to follow up personally. The sheet needs the columns Customer, Email, Invoice number, Amount, Due date and Status; rows marked Paid are skipped.

Run every day at 08:00.Run every day at 08:00.

Invoices sheetSet invoicesUrl to blank.

Finance manager's emailSet financeManagerEmail to blank.

Unpaid invoices that need a reminder todayRead the rows of invoicesUrl. Save it as unpaid_invoices.Google Sheets

For each invoice in unpaid_invoices.rows:For each invoice in unpaid_invoices.rows:

If invoice.days_until is -30If invoice.days_until is -30

Yes

Ask the finance manager to follow upSend an email to financeManagerEmail. Save it as manager_email. Subject: 30 days overdue: invoice invoice["Invoice number"] from invoice.CustomerInvoice invoice["Invoice number"] for invoice.Amount from invoice.Customer (invoice.Email) was due invoice.date_display and is now 30 days overdue. Please follow up with them directly.Gmail

Else if @invoice.days_until is 3

Remind customer before the due dateSend an email to invoice.Email. Save it as upcoming_email. Subject: Invoice invoice["Invoice number"] is due on invoice.date_displayHi invoice.Customer, A friendly reminder that invoice invoice["Invoice number"] for invoice.Amount is due on invoice.date_display. Please let us know if you have any questions. Thank you!Gmail

Else if @invoice.days_until is 0

Remind customer on the due dateSend an email to invoice.Email. Save it as due_today_email. Subject: Invoice invoice["Invoice number"] is due todayHi invoice.Customer, Invoice invoice["Invoice number"] for invoice.Amount is due today. If you have already paid it, thank you and please ignore this note. Thank you!Gmail

Otherwise

Chase customer a week after the due dateSend an email to invoice.Email. Save it as overdue_email. Subject: Invoice invoice["Invoice number"] is 7 days overdueHi invoice.Customer, Invoice invoice["Invoice number"] for invoice.Amount was due on invoice.date_display and has not been paid yet. Could you let us know when we can expect payment? Thank you!Gmail