Invoices with automatic payment reminders

The scenario issues the invoice, sends it to the client and runs a chain of reminders as it goes overdue, escalating the hopeless ones.

  • The invoice is built and sent on its own
  • Reminders follow the overdue timeline
  • Stuck debts go to escalation
  • All invoices and statuses in a table
WebhookSlack
Set it up for yourselfScriptera

How it works

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

  1. Starts when: New Invoice Request
  2. Then: Initialize Invoice
  3. Then: Split Line Items
  4. Then: Calculate Line Total
  5. Then: Aggregate Line Items
  6. Then: Build Invoice Object
  7. Then: Save Invoice to Sheet
  8. Then: Send Invoice Email
  9. Starts when: Invoice Created Response
  10. Starts when: Daily Overdue Check
  11. Then: Get Unpaid Invoices
  12. Then: Calculate Overdue Days
  13. Check: Loop Over Invoices
  14. Check: Route by Reminder Level
  15. If yes: First Reminder Email
  16. Check: Merge Reminder Paths
  17. Then: Update Reminder Date
  18. Then: Continue Loop
  19. If no: Second Reminder Email
  20. If no: Urgent Reminder Email
  21. If no: Final Notice Email
  22. If no: Escalate to Collections

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

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