Neal Mcleod This workflow corresponds to n8n.io template #11915 — we link there as the canonical source.
This workflow follows the Form Trigger → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"nodes": [
{
"id": "61facbf1-b66f-4b18-8af0-fc8f4a522dbb",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2320,
80
],
"parameters": {
"width": 1040,
"height": 528,
"content": "# Automated Invoice Payment Reminder\nThis workflow automates accounts receivable by monitoring invoices and sending scheduled reminders. It ensures you never miss a follow-up while maintaining professional communication.\n\n## How it works\n1. **Trigger:** Runs daily or on form submission.\n2. **Checks:**\n - **7-Day:** Sends a polite email/SMS if unpaid after one week.\n - **9-Day:** Sends a firmer reminder two days later.\n - **12-Day:** Sends a final urgent notice.\n3. **Safety:** Checks the sheet for payment status immediately before sending any message to ensure paid clients are not disturbed.\n\n## Setup steps\n1. **Google Sheets:** Create a sheet with columns named exactly: `DATE`, `EMAIL`, and `Payment Status`.\n2. **Credentials:** Configure your Gmail and Google Sheets credentials in the respective nodes.\n3. **Twilio (Optional):** Connect your Twilio account if you wish to send SMS, and toggle the SMS nodes to \"Active\".\n4. **Configuration:** Select your specific spreadsheet in the \"Read Sheet\" nodes.\n\n\u2014 Neal, CTK Industries"
},
"typeVersion": 1
},
{
"id": "669c4d84-b9aa-4f21-959a-5afef4ba21a7",
"name": "Invoice Form Submission Trigger",
"type": "n8n-nodes-base.formTrigger",
"position": [
-2528,
736
],
"parameters": {
"options": {},
"formTitle": "Invoice",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"requiredField": true
},
{
"fieldLabel": "Last Name"
},
{
"fieldType": "email",
"fieldLabel": "Email",
"requiredField": true
},
{
"fieldLabel": "Phone",
"requiredField": true
},
{
"fieldLabel": "Payment Link",
"requiredField": true
},
{
"fieldLabel": "Invoice Amount"
},
{
"fieldLabel": "Name Of Bank",
"requiredField": true
}
]
},
"formDescription": "Enter Details for invoice"
},
"typeVersion": 2.2
},
{
"id": "bda8b44b-5579-4fa9-871a-dd89b1f0c540",
"name": "Wait 7 Days for First Follow-up",
"type": "n8n-nodes-base.wait",
"position": [
-2304,
736
],
"parameters": {
"unit": "days",
"amount": 7
},
"typeVersion": 1.1
},
{
"id": "f78f89db-6160-4d0a-96e7-218a69ab8ef0",
"name": "Send First Payment Reminder",
"type": "n8n-nodes-base.gmail",
"position": [
-1632,
816
],
"parameters": {
"sendTo": "={{ $('Invoice Form Submission Trigger').item.json.Email }}",
"message": "=First Message",
"options": {
"appendAttribution": false
},
"subject": "(Company Name) Invoice Due"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"executeOnce": true,
"typeVersion": 2.1,
"alwaysOutputData": true
},
{
"id": "dc9fecda-5ed4-4e2a-8d22-9725a47fbffa",
"name": "Check Payment Status in Sheet - Day 7",
"type": "n8n-nodes-base.googleSheets",
"position": [
-2080,
736
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "[SELECT YOUR SHEET]"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "=[SELECT YOUR SHEET]"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.6
},
{
"id": "c7f67f3a-5f18-45e1-8cad-ede474e2ad40",
"name": "If Still Unpaid - First Check\"",
"type": "n8n-nodes-base.if",
"notes": "Payment date is on or after X days ago\n+\nEmail Address Matches",
"position": [
-1856,
736
],
"parameters": {
"options": {
"ignoreCase": true
},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "20678cb9-341b-44a4-abcb-0887356410ac",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('Invoice Form Submission Trigger').item.json.Email }}",
"rightValue": "={{ $json['EMAIL '] }}"
},
{
"id": "ccb787c6-c0d3-46f0-bbaf-fc25a3bc2304",
"operator": {
"type": "dateTime",
"operation": "afterOrEquals"
},
"leftValue": "={{ $json.DATE }}",
"rightValue": "={{ $today.minus({Days: 9}).format(\"yyyy-MM-dd\") }}"
}
]
},
"looseTypeValidation": true
},
"executeOnce": true,
"notesInFlow": true,
"typeVersion": 2.2
},
{
"id": "b27d7014-2c3a-427a-a6ba-dde6d52467d7",
"name": "Send First SMS Reminder (Optional)",
"type": "n8n-nodes-base.twilio",
"disabled": true,
"position": [
-1408,
816
],
"parameters": {
"message": "[ADD YOUR MESSAGE]",
"options": {}
},
"typeVersion": 1
},
{
"id": "233f444a-748a-4e8e-a60f-daf61e73fb4d",
"name": "Wait 2 Days for Second Follow-up",
"type": "n8n-nodes-base.wait",
"position": [
-1184,
816
],
"parameters": {
"unit": "days",
"amount": 2
},
"typeVersion": 1.1
},
{
"id": "6cc5d983-9ac3-40c5-81b5-76bc25967f1f",
"name": "Check Payment Status in Sheet - Day 9",
"type": "n8n-nodes-base.googleSheets",
"position": [
-960,
816
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "=[SELECT YOUR SHEET]"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "=[SELECT YOUR SHEET]"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.6
},
{
"id": "41a417f4-859b-4eb7-a32f-ad656f977c48",
"name": "If Still Unpaid - Second Check",
"type": "n8n-nodes-base.if",
"notes": "Payment date is on or after X days ago\n+\nEmail Address Matches",
"position": [
-736,
816
],
"parameters": {
"options": {
"ignoreCase": true
},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "20678cb9-341b-44a4-abcb-0887356410ac",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('Invoice Form Submission Trigger').item.json.Email }}",
"rightValue": "={{ $json['EMAIL '] }}"
},
{
"id": "ccb787c6-c0d3-46f0-bbaf-fc25a3bc2304",
"operator": {
"type": "dateTime",
"operation": "afterOrEquals"
},
"leftValue": "={{ $json.DATE }}",
"rightValue": "={{ $today.minus({Days: 9}).format(\"yyyy-MM-dd\") }}"
}
]
},
"looseTypeValidation": true
},
"executeOnce": true,
"notesInFlow": true,
"typeVersion": 2.2
},
{
"id": "2fecdd11-5637-41f8-9fb6-ff98d49a482a",
"name": "Send Second Payment Reminder Email",
"type": "n8n-nodes-base.gmail",
"position": [
-512,
880
],
"parameters": {
"sendTo": "={{ $('Invoice Form Submission Trigger').item.json.Email }}",
"message": "=Follow up message",
"options": {
"appendAttribution": false
},
"subject": "Friendly Reminder: Invoice Still Outstanding with <Name>"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"executeOnce": true,
"typeVersion": 2.1
},
{
"id": "27822b69-f6ed-4396-9965-fd20537e48c7",
"name": "Send Second SMS Reminder (Optional)",
"type": "n8n-nodes-base.twilio",
"disabled": true,
"position": [
-288,
880
],
"parameters": {
"message": "[ADD YOUR MESSAGE]",
"options": {}
},
"typeVersion": 1
},
{
"id": "f69ab2f6-c6af-4f58-b1a3-ce60a7ef5d8d",
"name": "Wait 3 Days for Final Follow-up",
"type": "n8n-nodes-base.wait",
"position": [
-64,
880
],
"parameters": {
"unit": "days",
"amount": 3
},
"typeVersion": 1.1
},
{
"id": "0ba1aa85-bd77-417b-91bc-b0afe2619320",
"name": "Check Payment Status in Sheet - Day 12",
"type": "n8n-nodes-base.googleSheets",
"position": [
160,
880
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "=[SELECT YOUR SHEET]"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "=[SELECT YOUR SHEET]"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.6
},
{
"id": "f72fdedf-f233-49a9-970f-674a9b0bd82e",
"name": "If Still Unpaid - Third Check",
"type": "n8n-nodes-base.if",
"notes": "Payment date is on or after X days ago\n+\nEmail Address Matches",
"position": [
384,
880
],
"parameters": {
"options": {
"ignoreCase": true
},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "20678cb9-341b-44a4-abcb-0887356410ac",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('Invoice Form Submission Trigger').item.json.Email }}",
"rightValue": "={{ $json['EMAIL '] }}"
},
{
"id": "ccb787c6-c0d3-46f0-bbaf-fc25a3bc2304",
"operator": {
"type": "dateTime",
"operation": "afterOrEquals"
},
"leftValue": "={{ $json.DATE }}",
"rightValue": "={{ $today.minus({Days: 9}).format(\"yyyy-MM-dd\") }}"
}
]
},
"looseTypeValidation": true
},
"executeOnce": true,
"notesInFlow": true,
"typeVersion": 2.2
},
{
"id": "3d386f83-24c6-4b94-8a74-2f52a12c3b19",
"name": "Send Final Payment Reminder Email",
"type": "n8n-nodes-base.gmail",
"position": [
608,
928
],
"parameters": {
"sendTo": "={{ $('Invoice Form Submission Trigger').item.json.Email }}",
"message": "=Final Message",
"options": {
"appendAttribution": false
},
"subject": "Final Reminder: Action Needed \u2014 Outstanding Invoice"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "3d753c91-3c74-48cb-81fd-fd22dc891412",
"name": "Send Final SMS Reminder (Optional)",
"type": "n8n-nodes-base.twilio",
"disabled": true,
"position": [
832,
928
],
"parameters": {
"message": "[ADD YOUR MESSAGE]",
"options": {}
},
"typeVersion": 1
},
{
"id": "62e144eb-94e4-4000-a8e6-2aa22a4a68c0",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2320,
624
],
"parameters": {
"color": 7,
"width": 1072,
"height": 608,
"content": "## First Follow-up Cycle\nWaits 7 days after the invoice date. It checks the Google Sheet for payment status and sends the initial reminder email and SMS if the funds haven't been received."
},
"typeVersion": 1
},
{
"id": "611ba3d9-891b-4df7-8075-ce4c13beee21",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1248,
624
],
"parameters": {
"color": 7,
"width": 1120,
"height": 608,
"content": "## Second Follow-up Cycle\nWaits an additional 2 days. Re-checks the payment status and escalates with a second reminder email/SMS if the invoice is still outstanding."
},
"typeVersion": 1
},
{
"id": "b5eaa326-7238-43e2-a226-9b8ee1e85dd3",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-128,
624
],
"parameters": {
"color": 7,
"width": 1120,
"height": 608,
"content": "## Final Follow-up Cycle\nAfter 3 more days, this section performs a final status check and sends a last \"Urgent\" payment reminder before ending the workflow."
},
"typeVersion": 1
},
{
"id": "b4a96870-ac04-4368-8c7b-14de301ff980",
"name": "Process Complete",
"type": "n8n-nodes-base.noOp",
"position": [
736,
400
],
"parameters": {},
"typeVersion": 1
}
],
"connections": {
"Send First Payment Reminder": {
"main": [
[
{
"node": "Send First SMS Reminder (Optional)",
"type": "main",
"index": 0
}
]
]
},
"If Still Unpaid - Third Check": {
"main": [
[
{
"node": "Process Complete",
"type": "main",
"index": 0
}
],
[
{
"node": "Send Final Payment Reminder Email",
"type": "main",
"index": 0
}
]
]
},
"If Still Unpaid - First Check\"": {
"main": [
[
{
"node": "Process Complete",
"type": "main",
"index": 0
}
],
[
{
"node": "Send First Payment Reminder",
"type": "main",
"index": 0
}
]
]
},
"If Still Unpaid - Second Check": {
"main": [
[
{
"node": "Process Complete",
"type": "main",
"index": 0
}
],
[
{
"node": "Send Second Payment Reminder Email",
"type": "main",
"index": 0
}
]
]
},
"Invoice Form Submission Trigger": {
"main": [
[
{
"node": "Wait 7 Days for First Follow-up",
"type": "main",
"index": 0
}
]
]
},
"Wait 3 Days for Final Follow-up": {
"main": [
[
{
"node": "Check Payment Status in Sheet - Day 12",
"type": "main",
"index": 0
}
]
]
},
"Wait 7 Days for First Follow-up": {
"main": [
[
{
"node": "Check Payment Status in Sheet - Day 7",
"type": "main",
"index": 0
}
]
]
},
"Wait 2 Days for Second Follow-up": {
"main": [
[
{
"node": "Check Payment Status in Sheet - Day 9",
"type": "main",
"index": 0
}
]
]
},
"Send Final Payment Reminder Email": {
"main": [
[
{
"node": "Send Final SMS Reminder (Optional)",
"type": "main",
"index": 0
}
]
]
},
"Send First SMS Reminder (Optional)": {
"main": [
[
{
"node": "Wait 2 Days for Second Follow-up",
"type": "main",
"index": 0
}
]
]
},
"Send Second Payment Reminder Email": {
"main": [
[
{
"node": "Send Second SMS Reminder (Optional)",
"type": "main",
"index": 0
}
]
]
},
"Send Second SMS Reminder (Optional)": {
"main": [
[
{
"node": "Wait 3 Days for Final Follow-up",
"type": "main",
"index": 0
}
]
]
},
"Check Payment Status in Sheet - Day 7": {
"main": [
[
{
"node": "If Still Unpaid - First Check\"",
"type": "main",
"index": 0
}
]
]
},
"Check Payment Status in Sheet - Day 9": {
"main": [
[
{
"node": "If Still Unpaid - Second Check",
"type": "main",
"index": 0
}
]
]
},
"Check Payment Status in Sheet - Day 12": {
"main": [
[
{
"node": "If Still Unpaid - Third Check",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
gmailOAuth2googleSheetsOAuth2Api
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
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.
Source: https://n8n.io/workflows/11915/ — original creator credit. Request a take-down →
Related workflows
Workflows that share integrations, category, or trigger type with this one. All free to copy and import.
What This Flow Does
Gmail, Google Sheets, HTTP Request +1
Stop losing valuable leads to missed meetings with this No-Show Follow-Up & Rescheduling automation! Whenever a lead is marked as a “no-show” in your CRM or calendar, this workflow automatically sends
Google Calendar, Gmail, Google Sheets
This workflow automatically detects bounced or invalid email addresses from your Gmail inbox and updates their status in Google Sheets. It fetches bounce notifications, extracts failed email addresses
Google Sheets, Slack, Gmail
The goal is to reduce inbox noise and automatically organize repetitive types of emails so that imprtant messages remain visible while unsolicited or promotional emails are handled automatically. When
Gmail, Gmail Trigger, Google Sheets
Never miss a qualified LinkedIn Sales Navigator message again. This automation monitors your Gmail for LinkedIn notifications, cross-references senders with your lead database in Google Sheets, and in
Gmail, Google Sheets