Automated invoice payment reminders

The scenario tracks invoice payments and sends scheduled reminders by email and SMS — until the invoice is closed.

  • Three scheduled reminder waves — email and SMS
  • Checks payment status in the sheet before every step
  • Paid up — the reminders stop on their own
  • No awkward emails by hand
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Set it up for yourselfScriptera

How it works

To get SendGrid notifications in Google Sheets, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Invoice Form Submission Trigger
  2. Then: Wait 7 Days for First Follow-up
  3. Then: Check Payment Status in Sheet - Day 7
  4. Check: If Still Unpaid - First Check"
  5. If no: Send First Payment Reminder
  6. Then: Send First SMS Reminder (Optional)
  7. Then: Wait 2 Days for Second Follow-up
  8. Then: Check Payment Status in Sheet - Day 9
  9. Check: If Still Unpaid - Second Check
  10. If no: Send Second Payment Reminder Email
  11. Then: Send Second SMS Reminder (Optional)
  12. Then: Wait 3 Days for Final Follow-up
  13. Then: Check Payment Status in Sheet - Day 12
  14. Check: If Still Unpaid - Third Check
  15. If no: Send Final Payment Reminder Email
  16. Then: Send Final SMS Reminder (Optional)

You can launch this SendGrid + Google Sheets integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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