Send automated invoice payment reminders with Gmail, Google Sheets and Twilio

This workflow streamlines accounts receivable management by automatically monitoring invoices in Google Sheets and sending scheduled payment reminders. It is designed for businesses using Gmail and Google Sheets that need a scalable alternative to complex accounting software.

How it works

1. Watches for invoices: Triggers daily or via form submission to check for new entries.
2. First Follow-up (Day 7): Checks payment status one week after the invoice date. If unpaid, it sends a friendly email (and optional SMS).
3. Second Follow-up (Day 9): Re-checks status and sends a firmer reminder if funds are still not received.
4. Final Notice (Day 12): Sends a final urgent reminder before closing the cycle.
5. Smart Stopping: The workflow checks the 'Payment Status' column before every single message to ensure clients who have already paid are never disturbed.

Setup time: About 20 minutes.

Prerequisites: A Google Sheet with columns for Date, Email, and Payment Status.