{"product_id":"n8n-ar-invoice-chasing-gmail-overdue-statements-payment-matching","title":"n8n AR Invoice Chasing: Gmail Overdue Statements \u0026 Payment Matching","description":"\u003ch3\u003eAutomatically chase overdue AR invoices with Gmail—using smart payment matching and consolidated statements\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow matches your bank Payments to open Invoices in Google Sheets every weekday morning, then emails consolidated overdue statements via \u003cstrong\u003eGmail\u003c\/strong\u003e—including an escalation path for exceptions and a chase-log that records every collection decision.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e1) Weekday 7am: Payment matching \u0026amp; AR ledger updates\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003eReads \u003cstrong\u003ePayments\u003c\/strong\u003e and \u003cstrong\u003eopen Invoices\u003c\/strong\u003e from Google Sheets on a weekday schedule at \u003cstrong\u003e7am\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eAllocates each bank line to invoices by parsing references, matching exact amounts, or performing invoice-combination matching.\u003c\/li\u003e\n  \u003cli\u003eUpdates the \u003cstrong\u003eInvoices\u003c\/strong\u003e tab with new balances.\u003c\/li\u003e\n  \u003cli\u003eMarks each Payments line as \u003cstrong\u003eallocated\u003c\/strong\u003e, \u003cstrong\u003epart-allocated\u003c\/strong\u003e, or \u003cstrong\u003eunallocated\u003c\/strong\u003e in the \u003cstrong\u003ePayments\u003c\/strong\u003e tab.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003e2) Exception reporting to the AR clerk\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003eCollects payment-matching exceptions such as ambiguous combinations, unknown payers, short payments, or overpayments.\u003c\/li\u003e\n  \u003cli\u003eSends \u003cstrong\u003eone consolidated report\u003c\/strong\u003e to the AR clerk via \u003cstrong\u003eGmail\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003e3) Weekday 9am: Overdue statement emails \u0026amp; escalation\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003eRuns again at \u003cstrong\u003e9am\u003c\/strong\u003e, loads \u003cstrong\u003eCustomers\u003c\/strong\u003e, \u003cstrong\u003eInvoices\u003c\/strong\u003e, \u003cstrong\u003ePayments\u003c\/strong\u003e, and the \u003cstrong\u003eChase log\u003c\/strong\u003e from Google Sheets.\u003c\/li\u003e\n  \u003cli\u003eChooses \u003cstrong\u003eone collection action per customer\u003c\/strong\u003e based on grace periods, promises, disputes, unmatched cash, and minimum-balance thresholds.\u003c\/li\u003e\n  \u003cli\u003eSends a \u003cstrong\u003esingle consolidated overdue statement email per customer\u003c\/strong\u003e via Gmail.\u003c\/li\u003e\n  \u003cli\u003eEscalates accounts in dispute, over credit limit, or missing an email to the account manager—or requests finance lead approval before handing off to collections.\u003c\/li\u003e\n  \u003cli\u003eAppends the outcome (action, level, reason, amounts, and invoices) to the \u003cstrong\u003eChase\u003c\/strong\u003e log.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eReduce manual AR work by automating payment-to-invoice allocation in Google Sheets.\u003c\/li\u003e\n  \u003cli\u003eSend timely overdue statements without sending multiple fragmented emails.\u003c\/li\u003e\n  \u003cli\u003eHandle edge cases (short\/overpayments, unknown payers) with a single clerk-ready exception report.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eScheduler\u003c\/strong\u003e: weekday runs at \u003cstrong\u003e7am\u003c\/strong\u003e and \u003cstrong\u003e9am\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogic\/flow control\u003c\/strong\u003e: \u003ccode\u003eif\u003c\/code\u003e, \u003ccode\u003eset\u003c\/code\u003e, \u003ccode\u003ecode\u003c\/code\u003e, \u003ccode\u003eno op\u003c\/code\u003e, \u003ccode\u003eswitch\u003c\/code\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMessaging\u003c\/strong\u003e: \u003cstrong\u003eGmail\u003c\/strong\u003e for exception reporting and customer overdue statements.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46068033519795,"sku":"N8N-19771","price":64.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/zsqG8v4jdaqJZpObCHBd0_lzSrFnxF.png?v=1789981697","url":"https:\/\/buyflowscripts.com\/products\/n8n-ar-invoice-chasing-gmail-overdue-statements-payment-matching","provider":"N8N Commerce","version":"1.0","type":"link"}