This automated n8n workflow streamlines invoice creation and payment reminders. It generates invoices on a monthly sche…
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: Monthly Invoice Trigger** - Initiates workflow on a set monthly schedule Get Clients for Invoicing** - Reads client data from Google Sheet Filter Active Clients** - Filters out inactive clients Generate Invoice Data** - Creates invoice details in required format Save Invoice to Google Sheets** - Appends or updates invoice record in the sheet Send Invoice Email** - Sends the invoice to the client via email Log Invoice Creation** - Logs invoice creation for records/auditing Reminder Flow: Daily Payment Reminder Check** - Triggers workflow daily to check overdue invoices Get Overdue Invoices** - Reads overdue invoices from Google Sheet Filter Overdue Invoices** - Filters invoices still unpaid Calculate Reminder Type** - Calculates how many days overdue Switch Reminder Type** - Decides which type of reminder to send Send Gentle / Follow-up / Urgent / Final Notice** - Sends respective reminder email 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. An n8n automation workflow template by Oneclick AI Squad.
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