What this automation does
This automation automatically sends an overdue payment reminder email to the customer as soon as an invoice becomes overdue.
It helps prompt timely payments, reduces follow-up calls, and improves cash flow.
How the automation works
Trigger
When an invoice has a status of Overdue
Action
Send an email to the customer
Uses the Invoice Overdue email template
Timing
Sent immediately when the invoice status changes to overdue
Invoice Overdue Reminder
Go to Settings → Automation Centre
Click Add Automation
Enter the workflow name:
Invoice OverdueConfigure the automation:
Trigger: When an invoice has a status of Overdue
Action: Send customer → Email
Email template: Invoice Overdue
Timing: Immediately
Click Add Workflow
When setting up this automation, make sure you select the Gmail (📩) icon before choosing your email template.
This is a Top Recommended Automation for moving businesses aiming to improve payment follow-ups and cash flow.
Need help?
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