Invoices and payment reminders — on schedule

Once a month the scenario issues client invoices and saves them in таблица, and on overdue payments sends reminders itself — from gentle to a final notice.

  • Invoices monthly on their own
  • Reminders on overdue payments
  • Tone by lateness: gentle to firm
  • Records in таблица
Google Sheets
Set it upScriptera

How it works

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

  1. Starts when: Monthly Invoice Trigger
  2. Then: Get Clients for Invoicing
  3. Then: Filter Active Clients
  4. Then: Generate Invoice Data
  5. Then: Save Invoice to Google Sheets
  6. Then: Send Invoice Email
  7. Then: Log Invoice Creation
  8. Starts when: Daily Payment Reminder Check
  9. Then: Get Overdue Invoices
  10. Then: Filter Overdue Invoices
  11. Then: Calculate Reminder Type
  12. Check: Switch Reminder Type
  13. If yes: Send Gentle Reminder
  14. Then: Update Reminder Log
  15. If no: Send Follow-up Reminder
  16. If no: Send Urgent Reminder
  17. If no: Send Final Notice

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

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