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

Średnia złożoność⏰ Zaplanowany7 węzłów🏷️ Invoice Processingautor: Patrick Campbell

Przegląd

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

Użyte węzły

HTTP RequestXeroMicrosoft OutlookCode

Podgląd 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

Jak to działa

  1. 1

    Wyzwalacz

    Workflow uruchamia się wyzwalaczem zaplanowany, działając według zdefiniowanego harmonogramu.

  2. 2

    Przetwarzanie

    Dane przepływają przez 7 węzłów, connecting code, httprequest, if.

  3. 3

    Wyjście

    Workflow kończy automatyzację i dostarcza wynik do skonfigurowanego miejsca docelowego.

Szczegóły węzłów (7)

HT

HTTP Request

httpRequest

#1
XE

Xero

xero

#2
MI

Microsoft Outlook

microsoftOutlook

#3
CO

Code

code

#4

Jak zaimportować ten workflow

  1. 1Kliknij przycisk Pobierz JSON po prawej stronie, aby zapisać plik workflow.
  2. 2Otwórz swoją instancję n8n. Przejdź do Workflow → Nowy → Importuj z pliku.
  3. 3Wybierz pobrany plik send-automated-payment-reminders-for-xero-invoices-via-outlook-email i kliknij Importuj.
  4. 4Skonfiguruj dane uwierzytelniające dla każdego węzła usługi (klucze API, OAuth itp.).
  5. 5Kliknij Testuj workflow, aby sprawdzić, czy wszystko działa, a następnie aktywuj go.

Lub wklej bezpośrednio w n8n → Importuj z JSON:

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

Integracje

codehttprequestifmicrosoftoutlookscheduletriggerxero

Pobierz ten workflow

Pobierz i zaimportuj jednym kliknięciem

Pobierz JSONZobacz na n8n.io
Węzły7
Złożonośćmedium
Wyzwalaczscheduled
KategoriaInvoice Processing

Autor

Patrick Campbell

Patrick Campbell

@therealpjc014

Tagi

codehttprequestifmicrosoftoutlookscheduletriggerxero
⚡

Nowy w n8n?

n8n to darmowe narzędzie open-source do automatyzacji workflow. Hostuj samodzielnie lub użyj wersji chmurowej.

Pobierz n8n za darmo →

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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