Finance template
Overdue invoice reminders: a ready workflow
This template chases overdue payments without anyone having to remember. Each day at 10:00 it checks your invoice sheet, writes a reminder for each overdue invoice and sends the batch once a manager approves.
Workflow steps
- 1
Trigger: daily at 10:00
- 2
Find overdue invoices in Google Sheets
- 3
Condition: any overdue? If none, the run ends
- 4
Write the reminders
- 5
Approve the reminders (human approval)
- 6
Send the reminders from Gmail
Tools
Asks you before
- Each batch of reminders is approved before sending
Best for
Agencies, professional firms and B2B suppliers who invoice on credit terms.
Put this work on shift.
Choose a ready role or shape the work on the canvas.