Automate Your Invoice Reminders with n8n
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Streamline your accounts receivable and improve cash flow by automating invoice reminders. This n8n workflow ensures you never miss a payment by intelligently sending timely emails to clients.
About This Workflow
Tired of chasing late payments? This n8n workflow automates your invoice reminder process, saving you valuable time and improving your cash flow. It intelligently checks your Google Sheets daily for invoices that are due soon or have become overdue. Based on configurable rules, it then sends personalized email reminders directly to your clients via Gmail. This proactive approach helps ensure timely payments, maintains professional client relationships, and frees up your team to focus on growing your business rather than manual follow-ups.
Key Features
- Automated Daily Checks: Runs automatically every day to monitor your invoice status.
- Smart Reminder Logic: Configurable to send reminders a set number of days before or after the due date.
- Google Sheets Integration: Seamlessly reads invoice data from your existing Google Sheets.
- Personalized Email Notifications: Sends custom reminder emails to clients via Gmail.
- Payment Status Tracking: Skips reminders for invoices already marked as paid.
How To Use
- Trigger Configuration: Set the 'Daily Schedule Trigger' to run at your preferred time.
- Google Sheets Setup: In the 'Read Invoice Data' node, replace 'YOUR_GOOGLE_SHEET_ID' with your actual Google Sheet ID and ensure your sheet has columns for InvoiceID, ClientName, ClientEmail, Amount, DueDate, and Status.
- Reminder Logic Customization: Adjust the
remindBeforeDaysandremindAfterDaysvariables within the 'Filter & Prepare Reminders' node's 'functionCode' to define your reminder intervals. - Gmail Connection: Authenticate your Gmail account in the 'Send Invoice Reminder' node using 'gmailOAuth2' credentials.
- Field Mapping: Ensure the email fields in the 'Send Invoice Reminder' node (subject and body) are correctly mapped using the output from the 'Filter & Prepare Reminders' node (e.g.,
={{ $json.subject }}).
Apps Used
Workflow JSON
{
"id": "39f38ad3-b726-4c2d-ad5b-e8e5355c10bb",
"name": "Automate Your Invoice Reminders with n8n",
"nodes": 16,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 39f38ad3-b726...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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