Automated Daily Invoice Reminder & Progress Report
Streamline invoice management and accelerate payments by automatically sending reminders, updating statuses, and generating daily progress reports.
This workflow automates daily invoice management by sending reminders for upcoming and overdue payments, updating invoice statuses, and generating a concise daily payment progress report for the internal team.
Documentation
Stay on top of your invoices without lifting a finger. Every day at 9 AM, the workflow fetches all invoice records from Google Sheets, checks due dates, and automatically sends reminder emails to clients if payment is approaching or overdue. It updates Google Sheets to mark reminders sent, and processes the data to generate a daily payment progress report. Finally, the report is shared with the internal team via Slack, ensuring everyone is informed about invoice status and pending actions.