AutoCollect: Invoice Payment Automation

Streamline Your Invoice Collection with Zero Hassle

Stop wasting time chasing overdue payments. With this Invoice Automation System, your business collects payments faster, stays professional, and keeps your records perfectly updated—all automatically.

Why This Matters:

• Save Time: No more daily spreadsheet checks. Focus on growing your business.
• Get Paid Faster: A 6-step email sequence ensures customers pay on time.
• Never Miss a Payment: Automatic status updates keep your records accurate.
• Professional Communication: Emails escalate in urgency while maintaining professionalism.

How It Works:
Two connected automations do the heavy lifting:

1. Payment Reminders: Checks your spreadsheet daily for overdue invoices and sends escalating reminder emails.
2. Payment Tracking: Listens for Stripe payments and updates invoice status automatically.

What You Need:

• Google Sheets account
• Stripe account
• Make.com account (free tier works)
• Email service (Gmail, Outlook, or any SMTP provider)

Step-by-Step Setup:

1. Set Up Your Invoice Spreadsheet:
   • Download and copy the template to Google Drive
   • Add invoice data and mark unpaid invoices as “Overdue”
2. Import the Automations:
   • Log into Make.com
   • Import InvoiceFlow 1.json and InvoiceFlow 2.json into two separate scenarios
3. Connect Your Services:
   • Link Google Sheets and email account
   • Connect Stripe for payment tracking
4. Customize Email Content:
   • Edit templates, sender names, and tone
   • Test with a sample invoice
5. Schedule and Activate:
   • Run reminders daily
   • Activate both automations
   • Test with a small batch first

Email Sequence Timeline:

• Day 7: Friendly reminder
• Day 14: Second notice
• Day 21: Immediate payment required
• Day 28: Urgent warning
• Day 35: Final notice before collections
• Day 42: Collections warning

Customization Options:

• Change timing or content of emails
• Add more reminders
• Replace Stripe with other payment processors

Troubleshooting Tips:

• Emails not sending → Check connections and permissions
• Status not updating → Verify webhook and spreadsheet accuracy
• Wrong day calculations → Ensure proper date formatting and timezone

Why Choose This System:
This is a ready-to-use, fully automated system for small businesses, freelancers, or agencies who want to stop manually tracking invoices, get paid faster, and maintain a professional image.

Need Automation Services for Your Business or Project?
Get in touch directly:

• Facebook: Calvin Klein Reyes
• WhatsApp: +63 967 370 4552
• LinkedIn: Calvin Klein Reyes

Message me today to streamline your business processes and automate tasks efficiently!