1.Runs the weekly overdue check
Integrate Schedule by Zapier and scheduling tools to check for the 7-day overdue window to trigger invoice lookup.
Send 7‑day invoice reminder emails to outstanding customers
Automatically check the weekly schedule across Xero, Microsoft SharePoint, Microsoft Outlook, and Zapier Tables for 7-day overdue invoices. Create and update reminder drafts and logs when the overdue window opens, scheduled run fires, or configured day arrives—so you can consolidate invoice details, find AP contacts, and record sent reminders without manual follow-up.
How this automation protects your 7-day collections workflow
When the 7-day overdue window passes, delays can stall cash flow. This automation finds overdue invoices, consolidates invoice line items, and drafts reminder emails while logging every sent reminder—so your team can follow up fast without chasing data.
Schedule by Zapieror swap with your favorite app
2.Find invoices due in the window
Integrate Xero and invoice data tools to query invoices at the 7-day overdue window to collect invoice numbers and due details.
Xeroor swap with your favorite app
3.Consolidates split invoice lines
Integrate Code by Zapier and data transformation tools to group split invoice numbers and sum amounts to create consolidated line items.
Code by Zapieror swap with your favorite app
4.Iterates consolidated invoice items
Integrate Looping by Zapier and iteration workflows to loop each consolidated item to prepare customer, amount, and due date fields.
Looping by Zapieror swap with your favorite app
5.Finds the AP email by customer
Integrate Microsoft SharePoint and contact lookup tools to search your configured list by customer name to retrieve the AP email field.
Microsoft SharePointor swap with your favorite app
6.Creates an AP reminder draft
Integrate Microsoft Outlook and email tools to create a draft email when an AP email exists to include invoice amount and due date.
Microsoft Outlookor swap with your favorite app
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