Automate Invoice Reminder Emails for Unpaid AR Invoices

This workflow automatically sends reminder emails for unpaid accounts receivable invoices, ensuring timely follow-ups and improved cash flow.

The workflow identifies unpaid invoices from Apaleo, retrieves reservation details, and sends personalized reminder emails using Microsoft Email. It sets variables for the number of days since the invoice was due, hotel name, and bank details to include in the email content.
Platform
Make
Category
Finance & Accounting
Price
$4.99
Creator
Ravi Duarte

How to import this workflow into Make

  1. 1Purchase or download the workflow to get the Make blueprint JSON file.
  2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
  3. 3Reconnect each module to your own app connections when prompted.
  4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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