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Send overdue invoice reminders from Pennylane to Slack

Last update

Last update 14 hours ago

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Who is this for

Finance teams and freelancers using Pennylane (French accounting platform) who want daily alerts for unpaid invoices that need follow-up.

What it does

This workflow runs daily at 9 AM, fetches all customer invoices from Pennylane, and identifies unpaid invoices past their deadline by 7 or more days. If overdue invoices are found, it sends a detailed Slack reminder with invoice number, amount, days overdue, and a direct link to the PDF. If no invoices are overdue, the workflow ends silently.

How to set up

  1. Import this workflow into n8n
  2. Create a Header Auth credential with name Authorization and value Bearer <YOUR_PENNYLANE_TOKEN>
  3. Select your Slack channel in the SL Send Notification node
  4. Adjust the schedule time in the Schedule Trigger node if needed

Requirements

  • Pennylane account with API access (Essentiel plan or higher)
  • Pennylane API token with scope: customer_invoices:all
  • (Optional) Slack workspace for notifications

How to customize

  • Change THRESHOLD_DAYS in the Code Filter Overdue node to adjust when reminders trigger (default: 7 days past deadline)
  • Change the schedule time in the Schedule Trigger node (default: 9 AM daily)
  • Replace Slack with Telegram, Email, or any other notification channel

Part of a 3-workflow billing automation suite: https://github.com/Gauthier-Huguenin/n8n-pennylane-auto-invoicing