Workflow · Finance
Invoice overdue → second reminder a week later
If an overdue invoice is still unpaid a week later, the customer gets a firmer second reminder. Payment cancels it.
3 steps · 5 apps- TriggerAn issued invoice passed its due date unpaidInvoices
- 1FlowWait a whileWorkflow
- 2ActionMessage the customer on WhatsAppWhatsAppEmailWhatsAppSMS
- DoneLogged in the run history
How it works
3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Invoices
An issued invoice passed its due date unpaid
The flow starts the moment this happens in Invoices — nobody needs to press a button.
- 2
Flow · Workflow
Wait a while
The flow waits for the set time, then carries on.
- 3
Action · WhatsApp
Message the customer on WhatsApp
The customer gets a message by Email, WhatsApp or SMS — whichever reaches them first. You write the text when you set it up.
Apps it uses
- Invoices
- Workflow
- WhatsApp
- Email
- SMS
To run it
- Modules switched on: Invoices, Notifications
- A connected channel for the message: Email, WhatsApp, SMS
- Picking it in Era and looking it over once
Similar templates
Start with Invoice overdue → second reminder a week later
Runs on your own Claude or ChatGPT subscription, or your API key.