This automated n8n workflow streamlines invoice creation and payment reminders. It generates invoices on a monthly schedule and sends reminders for overdue payments, updating records in Google Sheets.
Good to Know
- Supports monthly invoice generation and daily overdue checks
- Integrates with Google Sheets for data management
- Uses email notifications for invoice delivery and reminders
- Includes logging for tracking and auditing
- Features multiple reminder types based on overdue duration
How It Works
Invoice Creation Flow:
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Monthly Invoice Trigger - Initiates workflow on a set monthly schedule
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Get Clients for Invoicing - Reads client data from Google Sheet
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Filter Active Clients - Filters out inactive clients
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Generate Invoice Data - Creates invoice details in required format
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Save Invoice to Google Sheets - Appends or updates invoice record in the sheet
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Send Invoice Email - Sends the invoice to the client via email
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Log Invoice Creation - Logs invoice creation for records/auditing
Reminder Flow:
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Daily Payment Reminder Check - Triggers workflow daily to check overdue invoices
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Get Overdue Invoices - Reads overdue invoices from Google Sheet
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Filter Overdue Invoices - Filters invoices still unpaid
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Calculate Reminder Type - Calculates how many days overdue
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Switch Reminder Type - Decides which type of reminder to send
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Send Gentle / Follow-up / Urgent / Final Notice - Sends respective reminder email
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Update Reminder Log - Updates reminder status in the sheet
How to Use
- Import workflow into n8n
- Configure Google Sheets API for data access
- Set up email service for notifications
- Define monthly schedule for invoice trigger
- Test with sample client data and monitor reminders
- Adjust reminder thresholds as needed
Requirements
- Access to Google Sheets API
- Email service configuration
- Scheduled trigger setup in n8n
Sheet Columns:
- Client Name
- Invoice ID
- Amount
- Due Date
- Status
- Reminder Type
- Last Updated
Customizing This Workflow
- Modify invoice generation schedule
- Adjust reminder email templates
- Configure custom Google Sheet columns
- Set custom overdue thresholds
- Integrate additional notification methods
