Friendly payment reminder, automatically
Open invoices are chased before it gets awkward.
- n8n
- Accounting software
- Scheduledaily
- Accountingoverdue invoices
- n8nchooses level and tone
- E-mailReminder or alert to you
The problem
Open invoices are only noticed when cash flow gets tight. Chasing payment feels awkward and gets put off.
Every day, n8n checks which invoices are overdue.
Following set levels, a friendly reminder goes out, and a firmer one later.
For important customers, you receive an alert instead of an e-mail, so you can call them yourself.
Everything is documented on the customer record in the CRM.
What matters when building it
A workflow is only finished once the special cases have been considered. These are the typical pitfalls, and this is how we solve them.
- Just paidIncoming payments are reconciled before anything is sent.
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- Pipedrive
- n8n
- Accounting
Invoice as soon as the order is won
Deal won, invoice created, accounting informed.
- Inbox
- n8n
- Storage
- Accounting
File receipts automatically from your inbox
Incoming invoices reach accounting without any searching.
- Form
- n8n
- Pipedrive
Website enquiries straight into the CRM
Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
The time given is a typical guide. What is possible for you, we clarify in the initial call.
