Emails customers before, on and after an invoice's due date from your sheet, and hands 30-day-late ones to finance.
Uses
Gmail
Google Sheets
Invoice payment reminders
Run every day at 08:00.Run every day at 08:00.
Invoices sheetSet invoicesUrl to blank.Finance manager's emailSet financeManagerEmail to blank.Unpaid invoices that need a reminder todayRead the rows of invoicesUrl. Save it as unpaid_invoices.Google Sheets
For each invoice in unpaid_invoices.rows:For each invoice in unpaid_invoices.rows:
If invoice.days_until is -30If invoice.days_until is -30Yes
Ask the finance manager to follow upSend an email to financeManagerEmail. Save it as manager_email.
Subject: 30 days overdue: invoice invoice["Invoice number"] from invoice.CustomerInvoice invoice["Invoice number"] for invoice.Amount from invoice.Customer (invoice.Email) was due invoice.date_display and is now 30 days overdue. Please follow up with them directly.GmailElse if @invoice.days_until is 3
Remind customer before the due dateSend an email to invoice.Email. Save it as upcoming_email.
Subject: Invoice invoice["Invoice number"] is due on invoice.date_displayHi invoice.Customer,
A friendly reminder that invoice invoice["Invoice number"] for invoice.Amount is due on invoice.date_display. Please let us know if you have any questions.
Thank you!GmailElse if @invoice.days_until is 0
Remind customer on the due dateSend an email to invoice.Email. Save it as due_today_email.
Subject: Invoice invoice["Invoice number"] is due todayHi invoice.Customer,
Invoice invoice["Invoice number"] for invoice.Amount is due today. If you have already paid it, thank you and please ignore this note.
Thank you!GmailOtherwise
Chase customer a week after the due dateSend an email to invoice.Email. Save it as overdue_email.
Subject: Invoice invoice["Invoice number"] is 7 days overdueHi invoice.Customer,
Invoice invoice["Invoice number"] for invoice.Amount was due on invoice.date_display and has not been paid yet. Could you let us know when we can expect payment?
Thank you!Gmail