Send polite overdue invoice reminders from Google Sheets automatically

Short answer: Use a free Google Apps Script that checks your invoice list every morning and emails a polite reminder from your Gmail when an invoice is overdue, on the days you choose, until you tick it as paid. It runs in your own Google account; nothing is sent to us. Setup takes 5 steps: Make an Invoices tab; Choose when reminders go out; Paste the script; Turn on the daily check; Mark invoices paid.

How to set it up

1. Make an Invoices tab. Add a tab called Invoices with these columns from A to H: Invoice number, Client, Email, Amount, Due date, Paid, Reminders sent, Last reminder. Make Paid a checkbox (Insert, then Checkbox).
2. Choose when reminders go out. Add a tab called Settings: your business name in B1, and in B2 how many days overdue each reminder goes, such as 1,7,14. In B3, add a line on how to pay, if you like.
3. Paste the script. Open Extensions, then Apps Script, paste in the code from our email, and save. Reload the sheet and an Invoices menu appears.
4. Turn on the daily check. Choose Invoices, then Start daily check. Around 9am each day, every unpaid invoice that has reached its next reminder day gets one email, and the count and date are written in columns G and H.
5. Mark invoices paid. Tick Paid when the money arrives and the reminders stop. With 1,7,14, an unpaid invoice gets three reminders at most.

Want this set up for your business? Free written scope in 20 minutes

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Good to know

• Each reminder says the invoice number, the amount and the due date, and thanks the client if they've already paid.
• Check now in the Invoices menu runs the check straight away.

Rather not set it up?

Our free invoice generator makes the PDF in your browser and emails it to you. No sheet or script needed.

Questions

What does this script do?

It is a free Google Apps Script that checks your invoice list every morning and emails a polite reminder from your Gmail when an invoice is overdue, on the days you choose, until you tick it as paid.

How do I set it up?

In 5 steps: 1. Make an Invoices tab; 2. Choose when reminders go out; 3. Paste the script; 4. Turn on the daily check; 5. Mark invoices paid. The full steps are on this page.

Is it free, and does it send my data anywhere?

It is free: enter your email on this page and we email you the script (Code.gs). It runs in your own Google account; nothing is sent to us.

Can you install it for me?

Yes. We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.

Want it wired into QuickBooks, your CRM or your payment system? Send us a short brief.