I automated my invoice reminders with Make's free tier (30-minute setup)

Описание и применение

Стоимость просроченных счетов снизилась из-за автоматических напоминаний, которые приходят на день раньше, чем вручную.

Задача

Late invoices cost money through awkward manual follow-up emails drafted and sent late, requiring repeated anxious drafting.

Результат

Days sales outstanding dropped because reminders arrive on day 1 instead of whenever manually drafted; dread eliminated because the same two sentences are sent consistently.

Рабочий процесс

• Trigger: scheduled daily check against invoicing tool for invoices past due
• Branch: if overdue < 7 days → send polite nudge; if overdue ≥ 7 days → send firmer follow-up with late-fee note
• Stop condition: stop immediately when invoice is marked paid

Доказательства

The polite nudge is two sentences and references the invoice number and a fresh payment link. The firm one adds the late fee policy.

If overdue ≥ 7 days → send the firmer follow-up with the late-fee note.

the moment the invoice is marked paid, the client leaves the sequence. This is the part people skip, and it's the part that matters — nothing torches goodwill like a reminder for an invoice paid yesterday.