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This workflow is a sophisticated, end-to-end solution that automates the entire billing lifecycle, from invoice creation to intelligent payment reminders and status tracking. It's designed to give you complete control over your cash flow without the manual effort.
HTTP Request
node integrates with a payment gateway's API (e.g., Stripe, Midtrans) to check the real-time payment status of the invoice.If
node determines whether to send a reminder. It sends polite, pre-due date reminders and more urgent post-due reminders only if the invoice remains unpaid.Sent
, Overdue
, Paid
), providing a real-time dashboard of your finances.Google Sheets Trigger
): Select your billing data spreadsheet and sheet name.Google Docs
): Replace the placeholder [YOUR GOOGLE DOCS INVOICE TEMPLATE ID]
with your own template ID.HTTP Request
): Replace the API URL with your payment gateway's endpoint for checking invoice status.Gmail
& Slack
): Replace the email addresses and Slack channel ID placeholders.