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

中 复杂度⏰ 定时7 个节点🏷️ Invoice Processing作者：Patrick Campbell

概览

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

使用的节点

HTTP RequestXeroMicrosoft OutlookCode

工作流预览

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

工作原理

  1. 1

    触发器

    工作流由 定时 触发器启动，按预定计划运行。

  2. 2

    处理

    数据流经 7 个节点, connecting code, httprequest, if。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (7)

HT

HTTP Request

httpRequest

#1
XE

Xero

xero

#2
MI

Microsoft Outlook

microsoftOutlook

#3
CO

Code

code

#4

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例，依次点击 工作流 → 新建 → 从文件导入。
  3. 3选择下载的 send-automated-payment-reminders-for-xero-invoices-via-outlook-email 文件并点击导入。
  4. 4为每个服务节点配置 凭证（API 密钥、OAuth 等）。
  5. 5点击 测试工作流 验证一切正常，然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴：

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

集成

codehttprequestifmicrosoftoutlookscheduletriggerxero

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点7
复杂度medium
触发器scheduled
分类Invoice Processing

创建者

Patrick Campbell

Patrick Campbell

@therealpjc014

标签

codehttprequestifmicrosoftoutlookscheduletriggerxero
⚡

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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