Chasing payments is awkward and easy to forget. A reminder workflow keeps it consistent and polite.
What you need
A sheet with customer name, contact, invoice number, amount, due date and status.
The flow
- A schedule runs each morning (schedule trigger).
- Read unpaid invoices.
- Filter those due soon or overdue.
- Send a reminder by email or an approved WhatsApp template.
- Record the reminder date so you do not send twice in a day.
- Notify the owner of long-overdue cases for a personal call.
Wording
Be polite and clear: invoice number, amount, due date and how to pay.
Cautions
- Keep data accurate; reminding someone who has already paid damages trust.
- Use messaging rules properly (WhatsApp rules).
- Check legal or tax questions with a professional.
Next
Add a weekly summary of dues for the owner.
Quick answers
Where do I keep invoice data?
A sheet or accounting tool with clear status columns.
How do I avoid reminding paid customers?
Keep the status up to date and check it before sending.
Is it legal to send reminders?
Reminders are common, but check rules with a professional.
Related reading
- 15 n8n Automation Ideas for a Small Business
- How to Automate Lead Follow-Up with n8n
- n8n for Marketing Teams: Automate Reports and Lead Routing
Not sure where to start?
Tell us your goal, whether it is your own business, freelancing, studies or a job, and we will say honestly if our 15-day live n8n course is the right fit.
See the 15-day n8n training | Find your city | Book free counselling