Zapier Silver Solution Partner, based in Bury
Zapier invoice chaser: one polite reminder for each overdue invoice
I'm Garry. I build automations so you do things once, not twice. I work remotely with small businesses in the UK, Ireland, the US, Canada, Australia, New Zealand, South Africa and the Caribbean.
In short: when an invoice in your Google Sheet is past its due date and not marked as paid, Zapier sends your customer one polite reminder email and writes the date in your sheet.
How it works
Chasing unpaid invoices takes time, and it is never a nice job. This tool watches your invoice spreadsheet. When an invoice is past its due date and not marked as paid, your customer gets a polite reminder. Paid invoices are left alone, and each invoice gets one reminder, not a stream of them.
What you get
- A short call to agree your sheet, your due-date column and your "paid" column.
- Reminder wording in your own voice.
- The tool set up on your spreadsheet and your email account.
- A test with made-up invoices, so you see which ones would be chased and why.
- A date in your sheet showing when each reminder went out.
- A short handover sheet showing how to pause it or change the wording.
See it work
Apps used
Google Sheets, Gmail, Formatter by Zapier, Filter by Zapier.
Price
From £150.
Questions
Does it chase invoices that are already paid?
No. An invoice marked as paid in your sheet is left alone.
How many reminders does a customer get?
One reminder for each overdue invoice. The date is written in your sheet, and that stops a second reminder.
Which apps does it use?
Google Sheets, Gmail, Formatter by Zapier and Filter by Zapier.
How much does it cost?
From £150.
Ask me on WhatsApp
Tell me how you chase unpaid invoices now. I'll tell you if I can help, and what it costs.
Message Garry on WhatsAppOr call 07356 274625.
Related pages
Zapier automation in Bury and Greater Manchester
Invoices made from a sales sheet