Monthly FreshBooks overdue reminders, with approval for large invoices
On the 1st of each month, emails clients whose FreshBooks invoices are 30+ days overdue; anything over $5,000 is approved first.
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.
- 1FreshBooksList invoicesFinds every invoice more than 30 days overdue, with the client's email address.
For each
invoiceIf
invoice.client_emailis not empty andreminder_approvedis true- 2GmailSendEmails the client the reminder.
- 2
How it works
What happens on each run, in plain English.
Chasing late invoices is easy to put off. On the 1st of each month this finds every FreshBooks invoice more than 30 days overdue and emails the client a polite but firm reminder with the invoice number, what is still owed and when it was due.
Larger balances get a second look: anything with more than $5,000 owed goes to the person you name for approval before the client hears from you.
You may also be interested in
Monthly email of Chargebee invoices 30 days overdue, by customerOn the 1st of each month, emails finance the Chargebee invoices more than 30 days past due, with each customer's total owed.
Chase missing receipts on large Ramp purchasesWhen a Ramp card purchase of $500 or more clears without a receipt, emails the cardholder, and tells finance in Slack if it's over $2,000.
Email finance what each customer owes in overdue invoicesOn the 1st, emails finance each customer with overdue invoices and what they owe, plus the total.
Email your accountant last month's paid Xero invoicesOn the 1st, emails your accountant a spreadsheet of the invoices paid last month in Xero.Start from a workflow that already works.
Add "Monthly FreshBooks overdue reminders, with approval for large invoices" to your workspace, connect its apps, and make it yours.
Free plan, no credit card