Send automated payment reminders for Xero invoices via Outlook email — n8n ワークフロー

複雑度 スケジュール7個のノード🏷️ Invoice Processing作成者:Patrick Campbell

概要

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

使用ノード

HTTP RequestXeroMicrosoft OutlookCode

ワークフロープレビュー

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

仕組み

  1. 1

    トリガー

    このワークフローは スケジュール トリガーで開始します、定義されたスケジュールで実行。

  2. 2

    処理

    データは 7 個のノードを流れます, connecting code, httprequest, if。

  3. 3

    出力

    ワークフローは自動化を完了し、設定された宛先に結果を配信します。

ノード詳細 (7)

HT

HTTP Request

httpRequest

#1
XE

Xero

xero

#2
MI

Microsoft Outlook

microsoftOutlook

#3
CO

Code

code

#4

このワークフローのインポート方法

  1. 1右側の JSONをダウンロード ボタンをクリックしてワークフローファイルを保存します。
  2. 2n8nインスタンスを開き、ワークフロー → 新規 → ファイルからインポート に進みます。
  3. 3ダウンロードした send-automated-payment-reminders-for-xero-invoices-via-outlook-email ファイルを選択し、インポートをクリックします。
  4. 4各サービスノードの 認証情報(APIキー、OAuthなど)を設定します。
  5. 5ワークフローをテスト をクリックして動作確認し、有効化します。

またはn8nの JSONからインポート に直接貼り付け:

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

インテグレーション

codehttprequestifmicrosoftoutlookscheduletriggerxero

このワークフローを取得

ワンクリックでダウンロード&インポート

JSONをダウンロードn8n.ioで見る
ノード7
複雑度medium
トリガーscheduled
カテゴリInvoice Processing

作成者

Patrick Campbell

Patrick Campbell

@therealpjc014

タグ

codehttprequestifmicrosoftoutlookscheduletriggerxero

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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.

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