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Send automated invoice payment reminders with Gmail, Google Sheets and Twilio

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Send automated invoice payment reminders with Gmail, Google Sheets and Twilio preview
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Important notice

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

1. Workflow Overview

This workflow streamlines accounts receivable management by automatically monitoring invoices in Google Sheets and sending scheduled payment reminders. It is designed for businesses using Gmail and...

Best for

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

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.formtrigger, n8n-nodes-base.wait, n8n-nodes-base.gmail, n8n-nodes-base.googlesheets, n8n-nodes-base.if, n8n-nodes-base.twilio, n8n-nodes-base.noop

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Neal Mcleod.

Original n8n.io source

1.1 Workflow description

Title
Send automated invoice payment reminders with Gmail, Google Sheets and Twilio
Workflow name
Send automated invoice payment reminders with Gmail, Google Sheets and Twilio

This workflow streamlines accounts receivable management by automatically monitoring invoices in Google Sheets and sending scheduled payment reminders. It is designed for businesses using Gmail and Google Sheets that need a scalable alternative to complex accounting software.

How it works

  1. Watches for invoices: Triggers daily or via form submission to check for new entries.
  2. First Follow-up (Day 7): Checks payment status one week after the invoice date. If unpaid, it sends a friendly email (and optional SMS).
  3. Second Follow-up (Day 9): Re-checks status and sends a firmer reminder if funds are still not received.
  4. Final Notice (Day 12): Sends a final urgent reminder before closing the cycle.
  5. Smart Stopping: The workflow checks the 'Payment Status' column before every single message to ensure clients who have already paid are never disturbed.

Setup time: About 20 minutes.

Prerequisites: A Google Sheet with columns for Date, Email, and Payment Status.

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 - Sticky Note1

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

Block 2 - Invoice Form Submission Trigger

Type / Role
n8n-nodes-base.formTrigger - formTrigger
Config choices
Version 2.2

Block 3 - Wait 7 Days for First Follow-up

Type / Role
n8n-nodes-base.wait - wait
Config choices
Version 1.1

Block 4 - Send First Payment Reminder

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 5 - Check Payment Status in Sheet - Day 7

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.6

Block 6 - If Still Unpaid - First Check"

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 7 - Send First SMS Reminder (Optional)

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

Block 8 - Wait 2 Days for Second Follow-up

Type / Role
n8n-nodes-base.wait - wait
Config choices
Version 1.1

Block 9 - Check Payment Status in Sheet - Day 9

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.6

Block 10 - If Still Unpaid - Second Check

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 11 - Send Second Payment Reminder Email

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 12 - Send Second SMS Reminder (Optional)

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

Block 13 - Wait 3 Days for Final Follow-up

Type / Role
n8n-nodes-base.wait - wait
Config choices
Version 1.1

Block 14 - Check Payment Status in Sheet - Day 12

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.6

Block 15 - If Still Unpaid - Third Check

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 16 - Send Final Payment Reminder Email

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 17 - Send Final SMS Reminder (Optional)

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

Block 18 - Sticky Note

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

Block 19 - Sticky Note4

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

Block 20 - Sticky Note5

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

Block 21 - Process Complete

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

3. Summary Table

Workflow Send automated invoice payment reminders with Gmail, Google Sheets and Twilio
Complexity advanced
Nodes 21
Categories Invoice Processing
Author Neal Mcleod
Published 18 Dec 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/11915/11915.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 Send automated invoice payment reminders with Gmail, Google Sheets and Twilio do?

This workflow streamlines accounts receivable management by automatically monitoring invoices in Google Sheets and sending scheduled payment reminders. It is designed for businesses using Gmail and...

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.