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Invoice Creator with Google Sheets & Automated Email Payment Reminder System

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Created by: Oneclick AI Squad || oneclick-ai

Oneclick AI Squad

Last update

Last update 22 days ago

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This automated n8n workflow streamlines invoice creation and payment reminders. It generates invoices on a monthly schedule and sends reminders for overdue payments, updating records in Google Sheets.

Good to Know

  • Supports monthly invoice generation and daily overdue checks
  • Integrates with Google Sheets for data management
  • Uses email notifications for invoice delivery and reminders
  • Includes logging for tracking and auditing
  • Features multiple reminder types based on overdue duration

How It Works

Invoice Creation Flow:

  • Monthly Invoice Trigger - Initiates workflow on a set monthly schedule
  • Get Clients for Invoicing - Reads client data from Google Sheet
  • Filter Active Clients - Filters out inactive clients
  • Generate Invoice Data - Creates invoice details in required format
  • Save Invoice to Google Sheets - Appends or updates invoice record in the sheet
  • Send Invoice Email - Sends the invoice to the client via email
  • Log Invoice Creation - Logs invoice creation for records/auditing

Reminder Flow:

  • Daily Payment Reminder Check - Triggers workflow daily to check overdue invoices
  • Get Overdue Invoices - Reads overdue invoices from Google Sheet
  • Filter Overdue Invoices - Filters invoices still unpaid
  • Calculate Reminder Type - Calculates how many days overdue
  • Switch Reminder Type - Decides which type of reminder to send
  • Send Gentle / Follow-up / Urgent / Final Notice - Sends respective reminder email
  • Update Reminder Log - Updates reminder status in the sheet

How to Use

  • Import workflow into n8n
  • Configure Google Sheets API for data access
  • Set up email service for notifications
  • Define monthly schedule for invoice trigger
  • Test with sample client data and monitor reminders
  • Adjust reminder thresholds as needed

Requirements

  • Access to Google Sheets API
  • Email service configuration
  • Scheduled trigger setup in n8n

Sheet Columns:

  • Client Name
  • Invoice ID
  • Amount
  • Due Date
  • Status
  • Reminder Type
  • Last Updated

Customizing This Workflow

  • Modify invoice generation schedule
  • Adjust reminder email templates
  • Configure custom Google Sheet columns
  • Set custom overdue thresholds
  • Integrate additional notification methods