Automatic Payment Reminders in Google Sheets (Free Template)
LittleOps Media
0:00 / 0:00
Automatic Payment Reminders in Google Sheets (Free Template)
56 просмотров · 10 дн. назад
LittleOps Media
10 подписчиков
56 просмотров · 10 дн. назад
Set up automatic payment reminders with Google Sheets, Apps Script, and your Gmail account. This tutorial shows you how to organize invoices, customize three reminder emails, and schedule daily checks.
FREE TEMPLATE + AMOUNT-SAFE SCRIPT:
https://drive.google.com/file/d/12xlJ...
Download the ZIP and open START_HERE.md. It includes blank and demo workbooks plus the script. Convert a workbook to Google Sheets and install the script yourself; downloading the files does not install automation.
THE REMINDER SYSTEM COVERS
• A heads-up 1–3 days before payment is due
• A reminder on the due date
• A follow-up when payment is 7–13 days late
• A manual follow-up flag at 14 or more days late
Mark an invoice Paid or pause its reminders using a checkbox.
TEST BEFORE GOING LIVE
Use only email addresses you control for your first test. Leave the automatic trigger off until you have checked the results.
Enter amounts as numbers, then apply currency formatting. The supplied amount-safe script stops a run if an invoice eligible for sending has an invalid amount.
Keep the reminder-tracking columns intact between runs and avoid overlapping manual and scheduled runs. The repeat-run demonstration is not a guarantee against every possible duplicate-send scenario.
Demo dates adjust relative to today. Use fixed due dates for real invoices. Check payments, replies, and execution errors yourself; the script does not detect payments automatically.
CHAPTERS
0:00 The finished result
0:20 How the reminder sequence works
1:03 Set up the Invoices tab
2:31 Create the email templates
3:36 Add the Apps Script
5:21 Test safely with your own email
6:42 Safety checks
7:09 Schedule the daily run
7:43 Your ongoing invoice routine
8:06 Recap and what's next
FREE INVOICE-TEMPLATE TUTORIAL
• Free Small Business Invoice Template in Go...
Subscribe for practical small-business templates and tutorials:
/ @littleopsmedia