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