Automate Overdue Invoice Reminders with Google Sheets & Gmail

Streamline Your Accounting with Google Sheets & Gmail Invoice Automation

Take control of overdue invoices with our seamless automation workflow designed for the n8n marketplace. Simplify follow-ups and collections by integrating Google Sheets and Gmail with GoHighLevel to manage overdue invoices effortlessly. Customize daily reminders and ensure timely payments without manual intervention.

What This Workflow Does

• Automated Trigger: Runs every day at 18:00 to initiate the invoice management process.
• Invoice Checking: Reads data from Google Sheets, focusing on invoices marked as “Overdue.”
• Customer Management: Creates or updates customer details in GoHighLevel, tagging them with "Invoice_Overdue".
• Opportunity Creation: Sets up an opportunity in GoHighLevel's pipeline, using the invoice amount to define its value.
• Email Reminders: Sends initial friendly reminder emails via Gmail with invoice specifics.
• Reassessment: After three days, reviews the invoice status in Google Sheets to determine if further action is needed.
• Escalation or Resolution: Issues a final email reminder and creates a task in GoHighLevel if the invoice remains overdue, or closes the opportunity if paid.

Use Cases

• SaaS operators looking to maintain a consistent cash flow can automate collection processes.
• Automation engineers eager to leverage n8n's capabilities for financial operations without intensive coding.
• E-commerce businesses seeking efficient day-to-day management of client invoices.

Technical Details

• Integrations: Google Sheets, Gmail, GoHighLevel
• n8n Nodes Used: If, Wait, Gmail, High Level, Sticky Note, Google Sheets