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“One polite reminder. Then forty seven days of silence.”

Invoice 30 days late → a firmer second notice, and a nudge to call

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Now no invoice drifts past thirty days without a date on it.

Once a day it finds invoices 30 days past due that already had a reminder, sends a firmer second notice, and tells you it is time to call.

MakeGoogle SheetsGmailTelegram4 operations / run

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Video cover: SECOND NOTICE

Short answer

Once a day it finds invoices 30 days past due that already had a reminder, sends a firmer second notice, and tells you it is time to call.

Tools
Make, Google Sheets, Gmail, Telegram
Cost to run
4 Make credits (operations) per run

The problem

The first reminder went out and nothing happened. Nobody sends the second one, because it means deciding how firm to be, so the invoice drifts from 30 days late to 90.

What happens when it runs

  1. Every morning: search the invoices sheet for status "open", due more than 30 days ago, first reminder sent more than 7 days ago
  2. For each: a second notice that asks for a payment date and offers to fix any problem with the invoice
  3. A Telegram message to you: which invoice, which client, how much
  4. The row moves to status "escalated", with the date in the notes, so it never goes out twice

The tools inside

Disclosure: links marked "paid link" pay us a commission from the vendor if you sign up. Your price is unchanged, and every file here works without them. How we choose tools →

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 (the same sheet as the invoice reminder)
  • Columns A–H: invoice, client, amount, due (YYYY-MM-DD), status, reminder_sent (YYYY-MM-DD), email, notes
  • Your name for the signature
  • Chat ID

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 (Sent with the blueprint by email)

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

New to Make? Start here →

No Make account yet?The file imports only into Make. Signing up through the link gives you one month of Core free, and us a commission. The file works without the link.
Sign up for Make →paid link · we earn a commissionPaid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

Read more

What does not work in it

  • It only picks up invoices that the first reminder has already marked. Without the invoice reminder running on the same sheet, the reminder_sent column stays empty and this finds nothing.
  • This is the last automatic message. A final notice that names a date and a consequence should come from you, under your own terms; the Telegram alert is the cue to write it or call.

Questions

What does not work in "Invoice 30 days late → a firmer second notice, and a nudge to call"?

It only picks up invoices that the first reminder has already marked. Without the invoice reminder running on the same sheet, the reminder_sent column stays empty and this finds nothing. This is the last automatic message. A final notice that names a date and a consequence should come from you, under your own terms; the Telegram alert is the cue to write it or call.

What do I have to fill in after importing the blueprint?

The invoices spreadsheet id (the same sheet as the invoice reminder); Columns A–H: invoice, client, amount, due (YYYY-MM-DD), status, reminder_sent (YYYY-MM-DD), email, notes; Your name for the signature; Chat ID.

Which tools does it use, and what does a run cost?

Make, Google Sheets, Gmail, Telegram. Each run uses 4 Make credits (operations).

Is the blueprint free?

Yes. The ready-to-import file is sent free to the email address you enter; the newsletter is a separate box you can leave unticked. The full build is on this page without any email. The file contains no connections and none of our ids, and works whether or not you use the paid Make link on the page.

Build your automation plan →Four questions, three automations ranked for your business.

Paid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

Next step

All automations →
INVOICE CHASER

Invoice past due → an automatic, polite reminder

Once a day it finds open invoices past their date and sends a reminder. The client no longer has to remember to chase.

MakeGoogle SheetsGmail3 ops/run✓ imported in Make
PAID ✓ LOOP

Payment received → invoice marked "paid" → a thank-you to the client

A paid invoice keeps getting reminders. The payment webhook marks the invoice "paid" with the date in the sheet, and the client gets a short confirmation.

MakeGoogle SheetsGmail4 ops/run✓ imported in Make
EMAIL → TASK

Labelled email → task in the log → reminder

Tag an email with one label and it becomes a task with a due date and an alert. One screen for everything that is waiting.

MakeGmailGoogle SheetsTelegram3 ops/run✓ imported in Make

What will it cost? Make cost calculator →Build your automation plan →