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Invoice Reminder (WhatsApp + Email)

Automatically nudge late clients with polite, on-brand reminders before and after due dates.

FinanceProSetup 20 minMake, n8n, Gmail, WhatsApp, Google Sheets, OpenAI
Invoice Reminder (WhatsApp + Email)

What it does

Automate follow-ups

Send reminders pre-due, on due date, +3 and +7 days automatically—no manual chasing.

Stay polite & on-brand

AI drafts friendly, professional messages in your tone.

Track everything

Log each reminder in Google Sheets, including timestamps and status.

What's included

Ready-to-import workflow file (Make/n8n JSON)
Step-by-step setup guide (Notion/PDF)
Demo video (5–7 min)
Sample Google Sheet
Email & Telegram support (Pro)
workflow preview

Setup

Takes ~20 minutes. No code required.

1

Import the scenario into Make or n8n

2

Connect Gmail, WhatsApp/Twilio, and Google Sheets

3

Paste API keys and select your invoice sheet

4

Send a test message with sample data

5

Turn it ON (schedule/trigger)

Requirements

  • Make.com (free tier) or n8n self-hosted
  • Gmail account or SMTP
  • WhatsApp Business API or Twilio (if using WhatsApp channel)
  • OpenAI API key (for AI-drafted messages)

Ready to automate?

Get lifetime access for just $39. Includes updates and support.

14-day money-back guarantee · Lifetime updates

Frequently Asked Questions