Skip to main content

Invoice creator with Google Sheets & automated email payment reminder system

Workflow preview

Workflow preview
100%
Invoice creator with Google Sheets & automated email payment reminder system preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This automated n8n workflow streamlines invoice creation and payment reminders. It generates invoices on a monthly schedule and sends reminders for overdue payments, updating records in Google Shee...

Best for

  • Invoice Processing automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.cron, n8n-nodes-base.googlesheets, n8n-nodes-base.code, n8n-nodes-base.emailsend, n8n-nodes-base.switch, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Oneclick AI Squad.

Original n8n.io source

1.1 Workflow description

Title
Invoice creator with Google Sheets & automated email payment reminder system
Workflow name
Invoice creator with Google Sheets & automated email payment reminder system

This automated n8n workflow streamlines invoice creation and payment reminders. It generates invoices on a monthly schedule and sends reminders for overdue payments, updating records in Google Sheets.

Good to Know

  • Supports monthly invoice generation and daily overdue checks
  • Integrates with Google Sheets for data management
  • Uses email notifications for invoice delivery and reminders
  • Includes logging for tracking and auditing
  • Features multiple reminder types based on overdue duration

How It Works

Invoice Creation Flow:

  • Monthly Invoice Trigger - Initiates workflow on a set monthly schedule
  • Get Clients for Invoicing - Reads client data from Google Sheet
  • Filter Active Clients - Filters out inactive clients
  • Generate Invoice Data - Creates invoice details in required format
  • Save Invoice to Google Sheets - Appends or updates invoice record in the sheet
  • Send Invoice Email - Sends the invoice to the client via email
  • Log Invoice Creation - Logs invoice creation for records/auditing

Reminder Flow:

  • Daily Payment Reminder Check - Triggers workflow daily to check overdue invoices
  • Get Overdue Invoices - Reads overdue invoices from Google Sheet
  • Filter Overdue Invoices - Filters invoices still unpaid
  • Calculate Reminder Type - Calculates how many days overdue
  • Switch Reminder Type - Decides which type of reminder to send
  • Send Gentle / Follow-up / Urgent / Final Notice - Sends respective reminder email
  • Update Reminder Log - Updates reminder status in the sheet

How to Use

  • Import workflow into n8n
  • Configure Google Sheets API for data access
  • Set up email service for notifications
  • Define monthly schedule for invoice trigger
  • Test with sample client data and monitor reminders
  • Adjust reminder thresholds as needed

Requirements

  • Access to Google Sheets API
  • Email service configuration
  • Scheduled trigger setup in n8n

Sheet Columns:

  • Client Name
  • Invoice ID
  • Amount
  • Due Date
  • Status
  • Reminder Type
  • Last Updated

Customizing This Workflow

  • Modify invoice generation schedule
  • Adjust reminder email templates
  • Configure custom Google Sheet columns
  • Set custom overdue thresholds
  • Integrate additional notification methods

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Monthly Invoice Trigger

Type / Role
n8n-nodes-base.cron - cron
Config choices
Version 1

Block 2 - Daily Payment Reminder Check

Type / Role
n8n-nodes-base.cron - cron
Config choices
Version 1

Block 3 - Get Clients for Invoicing

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4

Block 4 - Get Overdue Invoices

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4

Block 5 - Filter Active Clients

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 6 - Filter Overdue Invoices

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 7 - Generate Invoice Data

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 8 - Save Invoice to Google Sheets

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4

Block 9 - Send Invoice Email

Type / Role
n8n-nodes-base.emailSend - emailSend
Config choices
Version 2

Block 10 - Calculate Reminder Type

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 11 - Switch Reminder Type

Type / Role
n8n-nodes-base.switch - switch
Config choices
Version 3

Block 12 - Send Gentle Reminder

Type / Role
n8n-nodes-base.emailSend - emailSend
Config choices
Version 2

Block 13 - Send Follow-up Reminder

Type / Role
n8n-nodes-base.emailSend - emailSend
Config choices
Version 2

Block 14 - Send Urgent Reminder

Type / Role
n8n-nodes-base.emailSend - emailSend
Config choices
Version 2

Block 15 - Send Final Notice

Type / Role
n8n-nodes-base.emailSend - emailSend
Config choices
Version 2

Block 16 - Update Reminder Log

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4

Block 17 - Log Invoice Creation

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4

Block 18 - Sticky Note

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 19 - Sticky Note1

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

3. Summary Table

Workflow Invoice creator with Google Sheets & automated email payment reminder system
Complexity advanced
Nodes 19
Categories Invoice Processing
Author Oneclick AI Squad
Published 31 Jul 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/6744/6744.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Invoice creator with Google Sheets & automated email payment reminder system do?

This automated n8n workflow streamlines invoice creation and payment reminders. It generates invoices on a monthly schedule and sends reminders for overdue payments, updating records in Google Shee...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Invoice Processing use case.