Chase invoices that are 30 days or more overdue

Chasing late payers is a Monday chore that is easy to skip. Every Monday this reads your invoices sheet, leaves out anything marked Paid, and finds the invoices that are 30 or more days past their due date.

Each customer gets one friendly email listing all of their overdue invoices, and you get a table of what every customer owes with the grand total. Invoices with no customer email are not chased, but still appear in your table so none go unnoticed.

Run every Monday at 09:00.Run every Monday at 09:00.

Invoices sheetSet invoices_sheet_url to blank.

Your email addressSet owner_email to blank.

Unpaid invoices 30 or more days past dueRead the rows of invoices_sheet_url. Save it as overdue.Google Sheets

If overdue.count is greater than 0If overdue.count is greater than 0

Yes

Overdue invoices grouped by customerGroup the items in overdue.rows by Customer email, with the total Amount of each and save it as by_customer.

For each customer in by_customer:For each customer in by_customer:

If customer.key isn't blank If customer.key isn't blank

Yes

Lines for this customer's invoicesWrite each item in customer.items as • Invoice @item[Invoice number] for @item.Amount, due @item.date_display, one per line and save it as invoice_lines.

Email the customerSend an email to customer.key. Save it as reminder. Subject: Reminder: overdue invoicesHi customer.items[0].Customer, These invoices are 30 or more days past due: invoice_lines If you have already paid them, please ignore this note. Otherwise we would be grateful if you could arrange payment when you can. ...Gmail

No

No steps

Table of what each customer owesMake a table of by_customer Save it as table.

Email you the summarySend an email to owner_email. Save it as summary. Subject: Invoices 30 or more days overdueIn total overdue.total_display is 30 or more days overdue. Customers with an email address have been sent a reminder. table.htmlGmail

No

No steps