1.Runs daily reminder check
Integrate Schedule by Zapier and time based triggers to start your daily check for 60 day past due invoices.
Send 90-day past‑due invoice reminders to property contacts
Automatically monitor daily checks across Google Sheets and Google Drive for 60-day past due invoice rows and billing matches. Automatically send reminder emails with attached invoice PDFs when invoices are flagged 60 days past due, references match, or due thresholds are hit — so you can attach files, reach contacts, and prompt payment without manual follow-up.
How this automation accelerates payment on 60 day invoices
When the daily schedule runs for your AR aging worksheet, late follow-up can stall collections. This automation finds 60 day past due invoices, looks up billing contacts, and sends reminder emails with attached PDFs—so your team prompts payment fast.
Schedule by Zapieror swap with your favorite app
2.Finds past due invoice rows
Integrate Google Sheets, spreadsheet processing, and AR aging data to identify rows flagged as 60 day past due.
Google Sheetsor swap with your favorite app
3.Iterates invoice row matches
Integrate Looping by Zapier and workflow loops to process each invoice row with its property, reference, and due date.
Looping by Zapieror swap with your favorite app
4.Finds invoice PDF to attach
Integrate Google Drive, document storage, and file search to locate the matching invoice PDF by invoice reference.
Google Driveor swap with your favorite app
5.Looks up billing contacts
Integrate Google Sheets and contact lookup tools to retrieve billing email addresses and optional branch manager contacts.
6.Sends reminder email with attachment
Integrate Gmail and email templating to send invoice reminder messages to billing contacts with the Drive PDF attached.
Gmailor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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