Invoice payment reminders
Emails customers before, on and after an invoice's due date from your sheet, and hands 30-day-late ones to finance.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads only the unpaid invoices that are due in 3 days, today, 7 days ago or 30 days ago.
For each
invoice- 2GmailSendSends the customer a reminder, or tells your finance manager about an invoice 30 days overdue.
- 2
How it works
What happens on each run, in plain English.
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.
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