Invoice past due → an automatic, polite reminder

The problem

Chasing payment is the job everyone postpones. An open invoice is noticed at month end, the reminder goes out irritated, and a relationship is dented over a small amount.

What happens when it runs

1. Every morning: search the invoices sheet — status "open" and due date before today
2. For each: a polite reminder email with number, amount and date
3. Update a "reminder sent" column so it never goes out twice

The tools inside

• Make — the automation engine · Sign up (one month of Core free) →affiliate link
• Google Sheets — log and lists
• Gmail — email

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

• The invoices spreadsheet id
• Columns: number, amount, due date, status, email
• The reminder wording

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

• Invoices sheet · invoice | client | amount | due | status | reminder_sent | email | notes Download ↓

How to import (2 minutes)

1. In Make: Scenarios → Create a new scenario
2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
4. Replace every value in double curly braces ({{…}}) with your own from the list above
5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

The video

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