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Invoice Reminder Automation Pack Google Sheet

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by Shahg
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Short description:

The Invoice Reminder Automation Pack is a smart solution for freelancers and small businesses to automate payment follow-ups using Google Sheets. It includes a ready-to-use invoice tracker and a simple email script that sends reminders for overdue payments based on due dates and payment status. With just a few clicks, you can set up auto-emails, reduce manual effort, and ensure timely payments. No coding skills needed—perfect for anyone who wants to stay organized and get paid on time.

Features

1. Clean, Interactive Layout

The guide features a modern and organized layout with a top navigation menu, allowing quick access to key sections like Overview, Template Upload, Script Setup, Trigger Settings, Testing, and FAQ.

2. Step-by-Step Instructions

Clear and structured guidance is provided for:

  • Importing the Excel template into Google Sheets
  • Opening and pasting the Apps Script
  • Running the script and authorizing permissions
  • Setting up a daily time-based trigger for automation

4. Pre-Written Script Included

A fully functional Google Apps Script is included ready to copy and paste into your Google Sheets script editor.

5. Testing Instructions

A manual test walkthrough helps verify that email reminders are triggered correctly before enabling full automation.

6. FAQ Section

Common concerns are addressed, such as:

  • Why emails might not be sending
  • How to customize the reminder message
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