Monthly client invoices
On the 1st of each month, makes a PDF invoice for every active client in your sheet and emails it to them.
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 the active clients.
For each
client- 2GmailSendEmails each client their invoice.
- 2
How it works
What happens on each run, in plain English.
Retainer clients should get their invoice on the same day every month. On the 1st, this reads your Clients sheet, makes a PDF invoice for each active client with their monthly fee and your payment terms, and emails it to them.
The sheet needs the columns Client, Email, Monthly fee and Status. Clients whose Status is Paused are skipped.
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