Every Monday, reminds each customer of invoices 30+ days overdue and sends you the total owed.
Uses
Gmail
Google Sheets
Chase invoices that are 30 days or more overdue
Run every Monday at 09:00.Run every Monday at 09:00.
Invoices sheetSet invoices_sheet_url to blank.Your email addressSet owner_email to blank.Unpaid invoices 30 or more days past dueRead the rows of invoices_sheet_url. Save it as overdue.Google Sheets
If overdue.count is greater than 0If overdue.count is greater than 0Yes
Overdue invoices grouped by customerGroup the items in overdue.rows by Customer email, with the total Amount of each and save it as by_customer.
For each customer in by_customer:For each customer in by_customer: If customer.key isn't blank If customer.key isn't blankYes
Lines for this customer's invoicesWrite each item in customer.items as • Invoice @item[Invoice number] for @item.Amount, due @item.date_display, one per line and save it as invoice_lines.Email the customerSend an email to customer.key. Save it as reminder.
Subject: Reminder: overdue invoicesHi customer.items[0].Customer,
These invoices are 30 or more days past due:
invoice_lines
If you have already paid them, please ignore this note. Otherwise we would be grateful if you could arrange payment when you can.
...GmailNo
No steps
Table of what each customer owesMake a table of by_customer Save it as table.Email you the summarySend an email to owner_email. Save it as summary.
Subject: Invoices 30 or more days overdueIn total overdue.total_display is 30 or more days overdue. Customers with an email address have been sent a reminder.
table.htmlGmailNo
No steps