This workflow provides a powerful solution for businesses using QuickBooks Online to automate their payment reminder process. It solves the time-consuming and manual task of chasing late payments by creating a fully automated system that ensures every customer with an outstanding balance receives a timely, professional, and consolidated reminder email.
The workflow periodically fetches all unpaid invoices from your QuickBooks account. Its core strength lies in its ability to group multiple outstanding invoices for a single customer into one email, presenting them in a clean, easy-to-read table. This improves clarity for your customers, reduces email clutter, and significantly increases the likelihood of prompt payment.
This template was crafted with care by the team at Prompt-Wizards to help you streamline your finances and build stronger customer relationships through smart automation.
Before you begin, please ensure you have the following:
Follow these instructions carefully to configure the workflow for your business in under 5 minutes.
You must authenticate your QuickBooks account to allow n8n to fetch invoice data.
Get Unpaid Invoices
node.TxnDate
filter. It is pre-set to look at invoices from the last 90 days. You can change this date range to suit your needs.Personalize the email to match your brand and include your payment information.
Invoice Template
node.href="https://your-payment-portal-link.com"
and replace the placeholder URL with a link to your actual payment portal or website.<p>Your Company Name | ...
and replace the placeholder text with your real company name and address in the email footer.You must connect the email account you want to send reminders from.
Send Reminder Email
node.To Address
, Subject
, and HTML
fields are already configured with expressions to work automatically. No changes are needed here!Scheduler
node to set the schedule for how often you want the workflow to run.Your automated payment reminder system is now live!!!
For questions or to explore more custom solutions, visit us at Elegant Biztech or contact us at [email protected].