Send automated payment reminders for Xero invoices via Outlook email — Workflow n8n

Moyen complexité⏰ Planifié7 nœuds🏷️ Invoice Processingpar Patrick Campbell

Aperçu

Who's this for

Small business owners, finance teams, accountants, and bookkeepers who use Xero for invoicing and want to improve cash flow by automating payment reminders. If you're spending time manually following up on unpaid invoices or struggling with late payments, this workflow eliminates the manual effort and ensures consistent, timely communication with customers while maintaining a complete audit trail.

What it does

This workflow automatically monitors all invoices in your Xero accou

Nœuds utilisés

HTTP RequestXeroMicrosoft OutlookCode

Aperçu du workflow

Send Automated Payment Reminders for Overdue
This workflow automatically monitors your Xero invoices
Step 1: Daily Check & Filter
Triggers at noon every day, fetches all invoices from X
Customize: Change the trigger time in the Sc
Step 2: Calculate & Identify
Uses JavaScript to calculate how many days remain until
Customize: Change `diffDays <=
Step 3: Send & Log Reminders
Sends personalized email reminders to customers for inv
Cus
⚡
D
Daily Invoice Check Trig…
Fetch All Xero Invoices
F
Filter Out Paid Invoices
F
Filter Invoices Due Soon
Calculate Days Until Due
Log Reminder in Xero His…
Send a message1
7 nodes6 edges

Comment ça fonctionne

  1. 1

    Déclencheur

    Le workflow démarre avec un déclencheur planifié, s'exécutant selon un planning défini.

  2. 2

    Traitement

    Les données transitent par 7 nœuds, connecting code, httprequest, if.

  3. 3

    Sortie

    Le workflow termine son automatisation et livre le résultat à la destination configurée.

Détails des nœuds (7)

HT

HTTP Request

httpRequest

#1
XE

Xero

xero

#2
MI

Microsoft Outlook

microsoftOutlook

#3
CO

Code

code

#4

Comment importer ce workflow

  1. 1Cliquez sur le bouton Télécharger JSON à droite pour enregistrer le fichier du workflow.
  2. 2Ouvrez votre instance n8n. Accédez à Workflows → Nouveau → Importer depuis un fichier.
  3. 3Sélectionnez le fichier send-automated-payment-reminders-for-xero-invoices-via-outlook-email téléchargé et cliquez sur Importer.
  4. 4Configurez les identifiants pour chaque nœud de service (clés API, OAuth, etc.).
  5. 5Cliquez sur Tester le workflow pour vérifier que tout fonctionne, puis activez-le.

Ou collez directement dans n8n → Importer depuis JSON :

{ "name": "Send automated payment reminders for Xero invoices via Outlook email", "nodes": [...], ...}

Intégrations

codehttprequestifmicrosoftoutlookscheduletriggerxero

Obtenir ce workflow

Téléchargez et importez en un clic

Télécharger JSONVoir sur n8n.io
Nœuds7
Complexitémedium
Déclencheurscheduled
CatégorieInvoice Processing

Créé par

Patrick Campbell

Patrick Campbell

@therealpjc014

Tags

codehttprequestifmicrosoftoutlookscheduletriggerxero
⚡

Nouveau sur n8n ?

n8n est un outil d'automatisation de workflows gratuit et open-source. Hébergez-le vous-même ou utilisez la version cloud.

Obtenir n8n gratuitement →

Related Invoice Processing Workflows

COCOEMEX+5
medium

Automate Custom QuickBooks Invoice PDFs & Email with n8n

Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

🔗 Webhook·12 nodes