Automated Invoice Tracking and Payment Reminder Workflow
Built an automated invoice monitoring workflow that tracks payments and sends timely reminders to clients.
Year
2025
Type of Project
Side Project
My Role
AI Automation Expert
Link
Case Study
Objective
The client needed a system to monitor invoices automatically, reduce manual payment follow-ups, and prevent missed or delayed payments.
Process
I created an automation workflow using Make.com, PayPal, and Gmail. The system retrieves invoice data, checks payment status and due dates, filters unpaid invoices, and sends personalized reminder emails based on the invoice timeline.
Outcome
The business gained a reliable payment follow-up system that reduces manual invoice checking and helps improve cash flow. Clients receive timely reminders while the team saves time managing outstanding payments.
Standout Features
Automated invoice retrieval from PayPal
Payment status and due date monitoring
Automatic filtering of unpaid invoices
Scheduled reminder emails based on invoice timing
Personalized payment follow-up messages
Reduced manual invoice tracking tasks
Improved payment consistency and cash flow visibility
Automated billing communication workflow using Make.com
Organized invoice processing with API-based automation