Automate Your Invoices and Payment Follow-Ups with Make.com!

💡 Tired of chasing unpaid invoices? Want to spend less time managing payments and more time growing your business? In this video, I’m walking you through a powerful automation that tracks overdue payments, sends reminders, updates your records, and even organizes your PayPal payment receipts—all automatically. Let’s free up your time and make sure you get paid faster! What You’ll Learn in This Video: 1️⃣ How to set up an automated workflow using Make.com, Google Sheets, and Gmail to send personalized payment reminders. 2️⃣ How to parse and organize PayPal payment data automatically in your Google Sheets—no manual input required! 3️⃣ How to update records in your spreadsheet to log when reminder emails are sent, keeping your system up-to-date and trackable. 4️⃣ Step-by-step instructions for creating smart date filters and a text parser that ensures your data is always clean and organized. Tools & Platforms Used: Make.com: The powerhouse behind this automation. https://www.make.com/en/register?pc=nictheexplorer Google Sheets: For tracking invoices and payments. Gmail: To send friendly yet effective payment reminders. PayPal: For managing and automating your payment receipts. CapCut: To edit this video and make it shine! Key Make.com Formulas and Steps Date Filter Formula for Overdue Payments: Use this formula to ensure reminders are only sent for overdue invoices: formatDate(addDays(now; -30); "YYYY-MM-DD") 👉 This checks if the invoice due date is older than 30 days and automates follow-ups accordingly. Update Row Formula for Late Payments: After sending a reminder email, ensure your Google Sheet reflects the date the email was sent: formatDate(now; "YYYY-MM-DD") 👉 This logs the current date in the "Last Reminder Sent" column, giving you an easy way to track follow-ups. Text Parser for PayPal Scenario: 1️⃣ Set Up the PayPal Module: Connect your PayPal account in Make.com to fetch transactions automatically. 2️⃣ Add a Text Parser Module: Extract key information like Transaction ID, Amount, and Date. Use a regex pattern to extract invoice numbers: for invoice (\d{4}) Ensure "Global Match" is set to "No" for capturing the first relevant match. 3️⃣ Map Fields to Google Sheets: Send parsed data to the appropriate columns (e.g., Date, Amount, Transaction ID). 4️⃣ Test and Tweak: Run the scenario and ensure all details are organized in Google Sheets. Why This Matters: ⚡ Studies show businesses get paid faster when they send regular reminders. By automating this process, you’ll reduce the risk of missed payments and improve your cash flow—all while saving time. 🌟 Plus, with PayPal receipts automatically sorted and overdue payments tracked, you’ll always know where your money stands—no more hunting through emails or transaction logs! More Automation Tips: 📚 Want more videos like this? Hit Subscribe and join me as we explore AI, automation, and tools to level up your business! 💬 Got questions or an automation you’d love to see? Drop a comment below—I’d love to hear from you! ✨ Let’s automate your success! #MakeAutomation #SmallBusinessTips #PayPalAutomation #aiworkflow 🚀 Tools I Recommend (Affiliate Links): - Make unforgettable videos on autopilot using ShotStack: https://shotstack.io/?via=nicole - Start using Make.com https://www.make.com/en/register?pc=nictheexplorer for powerful automation. - Try ElevenLabs https://try.elevenlabs.io/hgvgya62pqpo for AI voiceovers.