Invoice Management & Payment Reminders Workflow

A comprehensive invoice management system that automates invoice processing, communication, and tracking across multiple platforms. 1. Receive invoice data via webhook or form submission 2. Normalize and validate invoice information automatically 3. Generate personalized emails based on invoice status 4. Create professional PDF invoices with detailed formatting 5. Send emails to clients with invoice attachments 6. Log invoice details in Google Sheets 7. Send Slack notifications to accounting team 8. Schedule follow-up events in Google Calendar 9. Optionally sync with QuickBooks

Use Cases: Streamline invoice management for accounting firms, reduce manual work in sending invoices, tracking payments, and following up with clients. Automate communication for different invoice statuses like new, pending, overdue, and paid. Target Audience: Accounting firms, bookkeeping services, freelancers, and small to medium businesses looking to automate their invoicing workflow and improve client communication.

- OpenAI - API Key for email generation - Google Sheets - OAuth2 for invoice logging - Gmail - OAuth2 for sending emails - Slack - OAuth2 for team notifications - Google Calendar - OAuth2 for follow-up scheduling - HTML2PDF - API Key for PDF generation - QuickBooks - Optional OAuth2 for CRM sync

Highly customizable workflow. Optional QuickBooks integration. Supports multiple currencies. Automatic follow-up scheduling. Detailed error handling and Slack notifications.